PCM
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Polymer Capital Management’s Onto Innovation ONTO Stock Holding History

Polymer 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 		$3.32M Sell
8,763
-20,361
-70% -$5.76M 0.44% 38
2026
Q1 		$5.97M Buy
29,124
+2,912
+11% +$596K 0.6% 29
2025
Q4 		$4.14M Sell
26,212
-12,395
-32% -$1.76M 0.43% 40
2025
Q3 		$4.99M Buy
38,607
+36,055
+1,413% +$3.86M 0.53% 38
2025
Q2 		$258K Buy
+2,552
New +$273K 0.03% 465

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

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

Polymer Capital Management reduced its Onto Innovation (ONTO) stake by 70% in Q2 2026, selling an estimated $5.76M and leaving 8,763 shares worth $3.32M. The position accounts for 0.44% of the portfolio, ranked #38.

Polymer Capital Management first reported a position in ONTO in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.97M in Q1 2026. 690 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • Polymer Capital Management held 8,763 shares of Onto Innovation worth $3.32M as of Q2 2026.
  • Polymer Capital Management sold 20,361 Onto Innovation shares in Q2 2026, an estimated $5.76M.
  • Onto Innovation made up 0.44% of Polymer Capital Management's portfolio in Q2 2026, its #38 holding.
  • Polymer Capital Management first reported a position in Onto Innovation in Q2 2025 and has held it in 5 quarters since.
  • Polymer Capital Management's Onto Innovation position peaked at $5.97M in Q1 2026.
  • 690 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.