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Geneva Capital Management’s Onto Innovation ONTO Stock Holding History

Geneva Capital Management’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$184M Sell
486,692
-219,251
-31% -$62M 4.22% 2
2026
Q1 		$145M Sell
705,943
-125,398
-15% -$25.7M 3.08% 5
2025
Q4 		$131M Sell
831,341
-253,106
-23% -$35.9M 2.47% 9
2025
Q3 		$140M Buy
1,084,447
+2,785
+0.3% +$298K 2.4% 11
2025
Q2 		$109M Buy
1,081,662
+66,339
+7% +$7.08M 1.83% 17
2025
Q1 		$123M Buy
1,015,323
+4,632
+0.5% +$780K 2.3% 13
2024
Q4 		$168M Buy
1,010,691
+71,050
+8% +$13M 2.92% 6
2024
Q3 		$195M Buy
939,641
+23,628
+3% +$4.77M 3.26% 2
2024
Q2 		$201M Sell
916,013
-157,236
-15% -$32.5M 3.66% 1
2024
Q1 		$194M Sell
1,073,249
-72,428
-6% -$12.2M 3.42% 2
2023
Q4 		$175M Sell
1,145,677
-434
-0% -$58.4K 3.31% 1
2023
Q3 		$146M Sell
1,146,111
-89,320
-7% -$10.6M 3.08% 3
2023
Q2 		$144M Sell
1,235,431
-8,187
-0.7% -$781K 2.84% 3
2023
Q1 		$109M Buy
1,243,618
+24,162
+2% +$1.96M 2.23% 9
2022
Q4 		$83M Sell
1,219,456
-2,683
-0.2% -$193K 1.87% 13
2022
Q3 		$78.3M Buy
1,222,139
+48,552
+4% +$3.57M 1.81% 12
2022
Q2 		$81.8M Sell
1,173,587
-11,776
-1% -$871K 1.88% 11
2022
Q1 		$103M Sell
1,185,363
-13,552
-1% -$1.21M 1.99% 9
2021
Q4 		$121M Buy
1,198,915
+44,772
+4% +$3.86M 1.96% 9
2021
Q3 		$83.4M Buy
1,154,143
+510,416
+79% +$36.8M 1.41% 23
2021
Q2 		$47M Buy
643,727
+236,547
+58% +$16.3M 0.77% 57
2021
Q1 		$26.8M Buy
+407,180
New +$24.2M 0.46% 86

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geneva Capital Management's ONTO Position: Q2 2026 in Review

Geneva Capital Management reduced its Onto Innovation (ONTO) stake by 31% in Q2 2026, selling an estimated $62M and leaving 486,692 shares worth $184M. The position accounts for 4.22% of the portfolio, ranked #2.

Geneva Capital Management first reported a position in ONTO in Q1 2021 and has held it in 22 quarters since. The position peaked at $201M in Q2 2024. 688 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • Geneva Capital Management held 486,692 shares of Onto Innovation worth $184M as of Q2 2026.
  • Geneva Capital Management sold 219,251 Onto Innovation shares in Q2 2026, an estimated $62M.
  • Onto Innovation made up 4.22% of Geneva Capital Management's portfolio in Q2 2026, its #2 holding.
  • Geneva Capital Management first reported a position in Onto Innovation in Q1 2021 and has held it in 22 quarters since.
  • Geneva Capital Management's Onto Innovation position peaked at $201M in Q2 2024.
  • 688 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.