Follow-The-Filings

Security · featured owners

VECO Veeco Instrs Inc. Del

COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 0.7%
  • $114M
  • 2 new 3 add

Who owns this now

Largest portfolio weights among featured holders · max 0.7% (Davidson Kempner Capital ...) · not free-float ownership

  1. Davidson Kempner Capital Mana... new 0.68%
  2. Gavin Baker add 0.13%
  3. First Eagle Investment Manage... add 0.06%
  4. Polen Capital Management add 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Davidson Kempner Capital Management 2026 Q2 0.68% New 0.68% 750,000 $57M history
First Eagle Investment Management 2026 Q2 0.06% Add +18.5% 463,853 $35M history
Gavin Baker - Atreides Management 2026 Q2 0.13% Add +1.7% 237,919 $18M history
Polen Capital Management 2026 Q2 0.03% Add +301.7% 48,314 $4M history
Lee Ainslie - Maverick Capital 2026 Q2 <0.01% New <0.01% 6,133 $465K history

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $666.44M $717.3M $664.29M
Gross profit $285.06M $304M $265.41M
Gross margin * 42.8% 42.4% 40.0%
Net income -$30.37M $73.71M $35.39M
Net margin * -4.6% 10.3% 5.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $706.28M $764.53M $845.34M
Total non-current assets * $522.76M $487.04M $480.46M
Total assets $1.23B $1.25B $1.33B
Total current liabilities $218.03M $192.28M $178.06M
Total non-current liabilities * $338.57M $288.52M $262.23M
Total equity $672.44M $770.77M $885.51M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $61.67M $63.82M $69.49M
Cash from investing -$53.33M -$64.55M -$41.48M
Cash from financing -$4.68M -$12.58M -$10.47M
Net change in cash $3.65M -$13.3M $17.65M

ownership over time

filing count by report period · click a bar for that quarter’s holders