Intrinsic Edge Capital Management’s Onto Innovation ONTO Stock Holding History

Intrinsic Edge 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	$15.1M	Buy	+40,000	New	+$11.3M	1.56%	14
2022 Q1	–	Sell	-56,698	Closed	-$5.74M	–	219
2021 Q4	$5.74M	Buy	+56,698	New	+$4.89M	0.37%	102
2019 Q3	–	Sell	-148,930	Closed	-$5.17M	–	171
2019 Q2	$5.17M	Buy	+148,930	New	+$4.76M	0.62%	57

Other funds holding ONTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intrinsic Edge Capital Management's ONTO Position: Q2 2026 in Review

Intrinsic Edge Capital Management opened a new position in Onto Innovation (ONTO) in Q2 2026: 40,000 shares worth $15.1M. The stake represents 1.56% of the portfolio and ranks #14 among its holdings. This is a return to the name: Intrinsic Edge Capital Management previously reported a position in ONTO as recently as Q4 2021.

Intrinsic Edge Capital Management first reported a position in ONTO in Q2 2019 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

Intrinsic Edge Capital Management held 40,000 shares of Onto Innovation worth $15.1M as of Q2 2026.
Onto Innovation was a new Intrinsic Edge Capital Management position in Q2 2026.
Onto Innovation made up 1.56% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #14 holding.
Intrinsic Edge Capital Management first reported a position in Onto Innovation in Q2 2019 and has held it in 3 quarters since.
689 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.