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Veeco Instruments Inc.

VECO Technology
$43.77 +$1.05 (2.46%)
Market Cap: $2.68 B
Gurus Holding
7
Popularity Rank
#1140
% of Shares Held
4.53%
Net Activity (Q2 2026)
-$58.47 M

Guru Ownership Trend

Guru Analysis for Veeco Instruments Inc. (VECO)

Veeco Instruments Inc. (VECO), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $121.25 M.

Top institutional holders include Ken Fisher and First Eagle Investment.

Institutional sentiment is currently Bearish. This is evidenced by a $58.47 M net outflow during the quarter.

Recent activity highlights Lee Ainslie who opened a new position. Conversely, Ray Dalio reduced exposure by 95.3%.

Key Holders

Top 5 by Value

$127.96 M
$24.15 M
$19.62 M
$2.31 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$5.96 M
Total Buy Value
New Buys 1
Additions 1
-$64.43 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Veeco Instruments Inc. (VECO)

Major holders include Ken Fisher ($127.96 M), First Eagle Investment ($35.16 M), Jeremy Grantham ($24.15 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.77 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $58.47 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited VECO. The total reported sell value was $64.43 M.

Yes, 1 managers opened new positions in VECO, and 1 increased their existing holdings. The total reported buy value was $5.96 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Reduce -22.2% 1,688,069 $127.96 M Q2 2026
0.06% Add 18.5% 463,853 $35.16 M Q2 2026
0.05% Reduce -12.7% 318,646 $24.15 M Q2 2026
0.16% Reduce -45.8% 258,866 $19.62 M Q2 2026
0.00% Reduce -38.2% 30,462 $2.31 M Q2 2026
0.00% New Buy 6,133 $464,881 Q2 2026
0.00% Reduce -95.3% 4,181 $316,920 Q2 2026
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