Cross-institution positioning
Aug 13, 2026Reduction leaning. 1 accumulating, 2 reducing, 2 exited across 5 comparable institutions.
Source: Schedule 13 researchDXPE Institutional Ownership
DXP ENTERPRISES INC
Latest stored close $178.58 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
44/100
5 tracked · 5 comparable
Latest filing
Aug 13, 2026
Positive breadth
1 positive · 4 negative
Recent close
$178.58
Research confidence
Medium
Institutional Research 23/100 · 1 accumulating · 4 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 13, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
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Accumulating1
Newly reported0
Reducing / exited
4
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 44/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 4 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- 1 tracked institution show accelerating accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
37/100
Insiders
45/100
Fundamentals
69/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Jul 29, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 6, 20262 non-amendment material events in the last 90 days; 1 capital-related filing/event (0 equity-related, 1 debt-related); Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 6, 2026Revenue +15.6% YoY; Net income +21.6% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 77% through its reported 52-week range; +53.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Wellington Management Group.
Filed Aug 13, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 13, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Fidelity / FMR
Filed May 6, 2026
Direction locked
BlackRock
Filed Apr 29, 2025
Direction locked
Wellington Management Group
Filed Aug 13, 2026
Direction locked
BlackRock
Filed Jan 23, 2024
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Fidelity / FMR
Filed May 6, 2026
BlackRock
Filed Apr 29, 2025
Wellington Management Group
Filed Aug 13, 2026
BlackRock
Filed Jan 23, 2024
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026 | LITTLE DAVID R | GGift | DXP Common Stock | 50.0K | $0.00 | Direct | Aug 11, 2026 |
| Jul 8, 2026 | MANNES JOSEPH R | AGrant, award, or other acquisition | DXP Common Stock | 648 | $165.90 | Direct | Jul 9, 2026 |
| Jul 7, 2026 | Hoffman Karen | AGrant, award, or other acquisition | DXP Common Stock | 648 | $165.90 | Direct | Jul 8, 2026 |
| Jul 7, 2026 | Patton David | AGrant, award, or other acquisition | DXP Common Stock Award | 648 | $165.90 | Direct | Jul 8, 2026 |
| Jul 7, 2026 | HALTER TIMOTHY P | AGrant, award, or other acquisition | DXP Common Stock | 648 | $165.90 | Direct | Jul 8, 2026 |
| Jun 15, 2026 | Santos David Molero | SOpen-market or private sale | DXP Common Stock | 1.1K | $171.50 | Direct | Jun 15, 2026 |
| Jun 11, 2026 | MAESTAS PAZ | SOpen-market or private sale | DXP Common Stock | 10.0K | $164.37 | Direct | Jun 11, 2026 |
| May 29, 2026 | Santos David Molero | FTax/price withholding or payment | DXP Common Stock | 194 | $144.20 | Direct | Jun 15, 2026 |
| May 21, 2026 | HALTER TIMOTHY P | SOpen-market or private sale | DXP Common Stock | 6.8K | $141.59 | Direct | May 26, 2026 |
| May 15, 2026 | LITTLE DAVID R | GGift | DXP Common Stock | 90.0K | $0.00 | Direct | May 15, 2026 |
| May 7, 2026 | LITTLE DAVID R | GGift | DXP Common Stock | 1.0K | $0.00 | Direct | May 11, 2026 |
| Apr 16, 2026 | LITTLE NICHOLAS | FTax/price withholding or payment | DXP Common Stock | 5.8K | $138.82 | Direct | Apr 20, 2026 |
| Apr 8, 2026 | MAESTAS PAZ | FTax/price withholding or payment | DXP Common Stock | 2.1K | $138.63 | Direct | Apr 10, 2026 |
| Apr 8, 2026 | Santos David Molero | FTax/price withholding or payment | DXP Common Stock | 603 | $138.04 | Direct | Apr 10, 2026 |
| Apr 8, 2026 | Jeffery John Jay | FTax/price withholding or payment | DXP Common Stock | 723 | $138.68 | Direct | Apr 10, 2026 |
| Apr 8, 2026 | LITTLE DAVID R | FTax/price withholding or payment | DXP Common Stock | 22.5K | $138.82 | Direct | Apr 10, 2026 |
| Apr 8, 2026 | YEE KENT NEE HUNG | FTax/price withholding or payment | DXP Common Stock | 6.9K | $139.08 | Direct | Apr 9, 2026 |
| Apr 8, 2026 | Gregory Christopher T | FTax/price withholding or payment | DXP Common Stock | 2.1K | $138.63 | Direct | Apr 9, 2026 |
| Apr 8, 2026 | Wick Stephen Norbert | FTax/price withholding or payment | DXP Common Stock | 315 | $138.21 | Direct | Apr 9, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related1
90-day equity-related0
90-day debt-related1
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 6, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 10, 2026 | 8-K | 1.01, 2.03, 8.01, 9.01 | Material definitive agreement; New direct financial obligation; Other event; Financial statements / exhibits | Debt | Filing |
| Jun 18, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 7, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Feb 26, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Dec 22, 2025 | 8-K | 1.01, 2.03, 8.01, 9.01 | Material definitive agreement; New direct financial obligation; Other event; Financial statements / exhibits | Debt | Filing |
| Nov 6, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$576.5M
Q2 2026
+15.6% YoY 10-Q filed Aug 6, 2026
Operating income
$55.5M
Q2 2026
+20.7% YoY 10-Q filed Aug 6, 2026
Operating margin
9.6%
Q2 2026
+0.4 pts YoY 10-Q filed Aug 6, 2026
Net income
$28.7M
Q2 2026
+21.6% YoY 10-Q filed Aug 6, 2026
Diluted EPS
$1.76
Q2 2026
+23.1% YoY 10-Q filed Aug 6, 2026
Operating cash flow
$62.0M
YTD through Jun 30, 2026
+186.6% YoY 10-Q filed Aug 6, 2026
Free cash flow
$56.0M
YTD through Jun 30, 2026
+748.5% YoY 10-Q filed Aug 6, 2026
Cash & equivalents
$226.6M
As of Jun 30, 2026
+100.7% YoY 10-Q filed Aug 6, 2026
Long-term debt
$824.9M
As of Jun 30, 2026
+31.6% YoY 10-Q filed Aug 6, 2026
Assets
$1.8B
As of Jun 30, 2026
+25.3% YoY 10-Q filed Aug 6, 2026
Liabilities
$1.2B
As of Jun 30, 2026
+30.1% YoY 10-Q filed Aug 6, 2026
Stockholders’ equity
$540.7M
As of Jun 30, 2026
+15.5% YoY 10-Q filed Aug 6, 2026
Shares outstanding
15.5M
As of Aug 3, 2026
-1.1% YoY 10-Q filed Aug 6, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $576.5M | +15.6% |
| Ended Mar 31, 2026 | $521.7M | +9.5% |
| Ended Sep 30, 2025 | $513.7M | +8.6% |
| Ended Jun 30, 2025 | $498.7M | +11.9% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $2.0B | +11.9% |
| Ended Dec 31, 2024 | $1.8B | +7.4% |
| Ended Dec 31, 2023 | $1.7B | +13.4% |
| Ended Dec 31, 2022 | $1.5B | +32.9% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$179.84
View live quote ↗
52-week low
$84.04
Nov 17, 2025
52-week high
$208.00
Aug 7, 2026
Below 52-week high
13.5%
1W return
-4.9%
1M return
-10.5%
3M return
+7.0%
6M return
+37.9%
YTD return
+63.8%
1Y return
+53.0%
30-day volatility
58.8%
90-day volatility
60.1%
1Y max drawdown
-33.0%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 28 filing(s) · 25 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Wellington Management Group CIK0000902219 | Jun 30, 2026 observed Aug 13, 2026 filed · 44d Schedule 13G amendment | Reported reduction | 825.3K -279.2K | 5.32% -1.72 pts | $168.74 | $193.10 | $178.58 |
| Fidelity / FMR CIK0000315066 | Mar 31, 2026 observed May 6, 2026 filed · 36d Schedule 13G amendment | Reported accumulation | 2.3M +726.8K | 15.00% +4.80 pts | $139.73 | $181.51 | $178.58 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 26, 2026 filed · 13d Schedule 13G amendment | Exit below reporting threshold | 0 -1.0M | 0.00% -6.33 pts | $130.46 | $137.06 | $178.58 |
Explore more institutional activity
Related research
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