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VECO Veeco Instruments Inc.

Information Technology, filed as VEECO INSTRS INC DEL (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2

  • 5 Owners
  • Max 0.7%
  • $114M
  • 2 new 2 add 1 small

In 2026 Q2 Davidson Kempner Capital Management and Lee Ainslie opened positions in Veeco Instruments, and First Eagle Investment Management and Polen Capital Management added.

Who owns this now

Largest portfolio weights among holders, up to 0.7% (Davidson Kempner Capital Management). 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%

Who owns VECO

Sorted by value, long equity only, as of 2026 Q2.

History
Davidson Kempner Capital Management 0.68% New 0.68% 750,000 $57M History
First Eagle Investment Management 0.06%, was 0.02% Add +18.5% 463,853 $35M History
Gavin Baker, Atreides Management 0.13% Small add +1.7% 237,919 $18M History
Polen Capital Management 0.03% Add +301.7% 48,314 $3.7M History
Lee Ainslie, Maverick Capital <0.01% New <0.01% 6,133 $465K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by VECO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All VECO insider trades
  • None no insider bought on the open market
  • $18.9M sold by 6 insiders outside a trading plan
  • $18.7M sold by 2 insiders under 10b5-1 plans
  1. William John Miller CEO
    Planned sale
    $10.8M 200,000 shares at $54.18 54% of stake
    Traded Aug 17 Filed Aug 19
  2. John P Kiernan CFO
    Planned sale
    $1.8M 35,000 shares at $51.05 34% of stake
    Traded Aug 10 Filed Aug 12
  3. Susan Wilkerson SVP, Global Sales & Service
    Sale
    $1.1M 15,506 shares at $69.56 36% of stake
    Traded Jun 11 Filed Jun 12
  4. Adrian Devasahayam SVP - Product Line Development
    Sale
    $650K 10,000 shares at $65.00 11% of stake
    Traded Jun 9 Filed Jun 10
  5. Gordon Hunter Director
    Sale
    $1.2M 16,974 shares at $68.80 60% of stake
    Traded Jun 9 Filed Jun 10
  6. Gordon Hunter Director
    Sale
    $431K 6,752 shares at $63.78 19% of stake
    Traded Jun 4 Filed Jun 8
  7. William John Miller CEO
    Planned sale
    $2.9M 50,000 shares at $58.62 12% of stake
    Traded Jun 2 Filed Jun 2
  8. Gordon Hunter Director
    Sale
    $1.1M 17,714 shares at $61.61 34% of stake
    Traded May 26 Filed May 28
  9. Adrian Devasahayam SVP - Product Line Development
    Sale
    $334K 5,407 shares at $61.84 5.4% of stake
    Traded May 26 Filed May 27
  10. Susan Wilkerson SVP, Global Sales & Service
    Sale
    $2.2M 35,723 shares at $61.69 45% of stake
    Traded May 26 Filed May 27
  11. Richard A Damore Director
    Sale
    $2.7M 43,701 shares at $60.71 28% of stake
    Traded May 14 Filed May 18
  12. Thomas St Dennis Director
    Sale
    $87K 1,400 shares at $61.93 2.2% of stake
    Traded May 11 Filed May 13
  13. Gordon Hunter Director
    Sale
    $1.8M 29,532 shares at $59.41 36% of stake
    Traded May 12 Filed May 13
  14. William John Miller CEO
    Sale
    $6M 100,000 shares at $59.55 19% of stake
    Traded May 7 Filed May 11
  15. Gordon Hunter Director
    Sale
    $455K 7,746 shares at $58.76 8.6% of stake
    Traded May 8 Filed May 11

Also filed in the last 12 months, not counted as buying or selling: 25 option exercises, 20 share withholdings for taxes, 11 stock grants, and 2 gifts.

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
8-K 2.02,9.01
10-Q
8-K 5.07
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

13Fs that reported it each quarter. Click a bar for that quarter’s holders.