News Summary
PositiveHPE delivered a dramatic turnaround from Q2 2026 losses to profitability ($624M net income on 44% revenue growth), secured final court approval for its $14B Juniper Networks acquisition, and garnered bullish analyst upgrades (Morgan Stanley to Overweight with 30% upside, Goldman Sachs top-3 hardware pick) driven by enterprise AI infrastructure demand. The company also exceeded annual cash-flow guidance and added finance expertise to its board, setting up strong momentum heading into H2 2026.
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Elliott Investment | Paul Singer | 32.3M | +4.9M | $1.5B | 10.2% | +18% | Existing |
| Point72 | Steve Cohen | 2.7M | +2.7M | $121M | 0.2% | — | NEW |
| Maverick Capital | Lee Ainslie | 18K | +18K | $1M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where HPE ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
position #4 of this fund's book
- 1TRIPLE FLAG PRECIOUS METAL$3,993M
- 2PHILLIPS 66$3,254M
- 3SUNCOR ENERGY INC NEW$1,581M
- 4HEWLETT PACKARD ENTERPRISE C$1,456M
- 5SOUTHWEST AIRLS CO$1,250M
- 6UNITI GROUP LLC$677M
- 7PINTEREST INC$589M
Values are quarter-end position sizes. Shown only for funds where HPE ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Karros Kirt P | SVP, Treasurer, Corp Dev | SELL | 24K | $47.02 | $1.11M | 2026-07-22 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| Vanguard Capital Management | SC 13G | 99.9M | 7.5% | 2026-04-30 | ↗ |
| Vanguard Portfolio Management | SC 13G | 74.1M | 5.6% | 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 |
|---|---|---|---|---|---|---|---|
| Alan Armstrong | senate | — | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-21 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.