ON
ON reference view — institutional positioning, fundamentals and flow.
AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 202.5 | P/S | — |
| EV/EBITDA | — | P/B | 2.84 |
| Revenue (TTM) | — | Rev YoY | — |
| Gross margin | — | Op margin | — |
| Net income | — | FCF | — |
| Cash | — | Debt | — |
| Dividend | — | Buybacks 1Y | — |
Fundamentals snapshot for ON. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Optiver Holding B.V. | 88.8M | 1.9% | +40% |
| Fidelity Management | 54.1M | 0.2% | −2% |
| Optiver Holding B.V. | 47.2M | 1.0% | −29% |
| VANGUARD CAPITAL MANAGEMENT LLC | 25.6M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 25.6M | 0.0% | — |
| BlackRock, Inc. | 20.7M | 0.0% | −1% |
Top institutional owners for ON as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Role | Action | Shares | $ value |
|---|---|---|---|---|---|
| APR 27 | Thad Trent | — | SELL | 30K | −$3M |
| APR 17 | Thad Trent | — | SELL | 30K | −$2M |
| MAR 16 | GOPALSWAMY SUDHIR | — | SELL | 6K | −$359K |
| FEB 18 | KEETON SIMON | — | SELL | 44K | −$3M |
| FEB 12 | Thad Trent | — | SELL | 50K | −$4M |
| FEB 12 | El-Khoury Hassane | — | SELL | 20K | −$1M |
0 insider buys, 9 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.