LECAP Asset Management’s Onto Innovation ONTO Stock Holding History

LECAP Asset 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 Q1	$999K	Sell	4,872 -2,393	-33%	-$490K	0.38%	115
2025 Q4	$1.15M	Sell	7,265 -2,663	-27%	-$378K	0.46%	82
2025 Q3	$1.28M	Sell	9,928 -6,497	-40%	-$695K	0.45%	90
2025 Q2	$1.66M	Buy	16,425 +5,158	+46%	+$551K	0.59%	49
2025 Q1	$1.37M	Sell	11,267 -3,034	-21%	-$511K	0.32%	144
2024 Q4	$2.38M	Buy	14,301 +4,492	+46%	+$821K	0.65%	39
2024 Q3	$2.04M	Buy	+9,809	New	+$1.98M	0.44%	83

Other funds holding ONTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LECAP Asset Management's ONTO Position: Q1 2026 in Review

LECAP Asset Management reduced its Onto Innovation (ONTO) stake by 33% in Q1 2026, selling an estimated $490K and leaving 4,872 shares worth $999K. The position accounts for 0.38% of the portfolio, ranked #115.

LECAP Asset Management first reported a position in ONTO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q4 2024. 574 funds tracked by Wall St. Rank hold ONTO as of Q1 2026.

LECAP Asset Management held 4,872 shares of Onto Innovation worth $999K as of Q1 2026.
LECAP Asset Management sold 2,393 Onto Innovation shares in Q1 2026, an estimated $490K.
Onto Innovation made up 0.38% of LECAP Asset Management's portfolio in Q1 2026, its #115 holding.
LECAP Asset Management first reported a position in Onto Innovation in Q3 2024 and has held it in 7 quarters since.
LECAP Asset Management's Onto Innovation position peaked at $2.38M in Q4 2024.
574 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.