News Summary
PositiveEntegris delivered consecutive earnings beats in Q1–Q2 2026 with accelerating revenue growth (11% YoY in Q2), margin expansion to 47.6% (highest since early 2022), and raised Q3 guidance, driven by AI-related semiconductor demand. Leadership transition completed smoothly with board refresh, patent wins in Asia, and a wave of analyst upgrades (Deutsche Bank to Buy, UBS and Oppenheimer raised targets), reversing late-2025 bearish sentiment from Goldman Sachs.
Funds Reducing / Exiting (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Durable Capital Partners | Henry Ellenbogen | 293K | -678,485 | $53M | 1.2% | -70% | Existing |
| Maverick Capital | Lee Ainslie | 5K | -8,057 | $1M | <0.1% | -63% | Existing |
| Lone Pine Capital | Steve Mandel | 0 | −3.1M | — | 2.9% | -100% | EXITED |
Shares Held reflects quarter-end positions for partial reductions. Funds that fully exited show 0 shares held. ∆ Shares is the change from the prior quarter. % of Fund is the prior-quarter position size — how much of the book was sold down.
Signal History
| Quarter | Direction | Funds | Score | vs SPY |
|---|---|---|---|---|
| Q2 2026 | SHORT | 3 | 2.87 | -11.1% |
| Q1 2026 | LONG | 3 | 3.57 | +18.5% |
Same issuer appearing in consecutive quarters — persistent institutional conviction. Returns are frozen at each archived quarter's last refresh.
Insider Activity
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | SC 13G/A | 11.7M | 7.7% | 2026-05-15 | ↗ |
| Capital Research Global Investors | SC 13G | 11.4M | 7.5% | 2026-05-14 | ↗ |
| Vanguard Capital Management | SC 13G | 7.9M | 5.2% | 2026-04-29 | ↗ |
| Vanguard Portfolio Management | SC 13G | 7.8M | 5.1% | 2026-04-29 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| April McClain Delaney | house | MD06 | SELL | $100,001 - $250,000 | 2026-08-25 | 2026-09-09 | ↗ |
| April McClain Delaney | house | MD06 | BUY | $1,001 - $15,000 | 2026-07-30 | 2026-08-03 | ↗ |
| April McClain Delaney | house | MD06 | BUY | $1,001 - $15,000 | 2026-07-08 | 2026-08-03 | ↗ |
| April McClain Delaney | house | MD06 | BUY | $1,001 - $15,000 | 2026-06-08 | 2026-07-07 | ↗ |
| April McClain Delaney | house | MD06 | BUY | $1,001 - $15,000 | 2026-06-05 | 2026-07-07 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.