ULTRA CLEAN HLDGS INC UCTT
COM · Common Stock · CUSIP 90385V107 · ISIN US90385V1070
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersHayward, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.5m this quarter). Holder counts are more reliable. Shares outstanding: 45.3m as of 2026-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $140.96. Options: 15 managers hold calls ($734.6m notional), 13 hold puts ($76.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 213 |
| Q4 2022 | 221 |
| Q1 2023 | 205 |
| Q2 2023 | 202 |
| Q3 2023 | 206 |
| Q4 2023 | 196 |
| Q1 2024 | 205 |
| Q2 2024 | 218 |
| Q3 2024 | 251 |
| Q4 2024 | 234 |
| Q1 2025 | 229 |
| Q2 2025 | 232 |
| Q3 2025 | 242 |
| Q4 2025 | 238 |
| Q1 2026 | 331 |
| Q2 2026 | 438 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 149 | 90 |
| Q4 2024 | 119 | 118 |
| Q1 2025 | 112 | 122 |
| Q2 2025 | 129 | 105 |
| Q3 2025 | 113 | 109 |
| Q4 2025 | 105 | 115 |
| Q1 2026 | 203 | 105 |
| Q2 2026 | 237 | 193 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.4m | $2.5m | 1.04 |
| Q4 2025 | $1.1m | $2.1m | 1.86 |
| Q1 2026 | $310.7m | $15.7m | 0.05 |
| Q2 2026 | $734.6m | $76.9m | 0.10 |
Biggest buyers
| Capital World Investors | New | +2.6m |
| Invesco Ltd. | Added | +1.5m |
| ALLIANCEBERNSTEIN L.P. | Added | +736.8k |
| Assenagon Asset Management S.A. | Added | +414.9k |
| FRANKLIN RESOURCES INC | Added | +339.7k |
| T. Rowe Price Investment Management, Inc. | New | +283.7k |
| First Eagle Investment Management, LLC | Added | +261.8k |
| Driehaus Capital Management LLC | Added | +246.8k |
| Wealth High Governance Asset Management Ltda. | New | +217.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Added | +211.3k |
Biggest sellers
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -1.1m |
| COOPER CREEK PARTNERS MANAGEMENT LLC | Sold out | -586.8k |
| SG Americas Securities, LLC | Reduced | -563.8k |
| D. E. Shaw & Co., Inc. | Reduced | -563.5k |
| MORGAN STANLEY | Reduced | -362.5k |
| JANE STREET GROUP, LLC | Reduced | -307.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -297.2k |
| Divisar Capital Management LLC | Reduced | -264.4k |
| AMERIPRISE FINANCIAL INC | Reduced | -178.3k |
| Bank of New York Mellon Corp | Reduced | -173.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $299.6m2.1m shares |
| TORONTO DOMINION BANK | Unchanged | $270.9m1.9m shares |
| UBS Group AG | Unchanged | $101.0m708.0k shares |
| JANE STREET GROUP, LLC | Added | $17.0m119.1k shares |
| BARCLAYS PLC | New | $16.6m116.7k shares |
| CITADEL ADVISORS LLC | Added | $11.8m82.6k shares |
| GROUP ONE TRADING LLC | Added | $6.2m43.7k shares |
| Point72 Asset Management, L.P. | Added | $4.3m30.3k shares |
| IMC-Chicago, LLC | Reduced | $3.5m24.6k shares |
| D. E. Shaw & Co., Inc. | New | $2.1m14.9k shares |
Biggest puts
| TORONTO DOMINION BANK | Unchanged | $14.3m100.0k shares |
| IMC-Chicago, LLC | Added | $12.5m87.6k shares |
| JANE STREET GROUP, LLC | Added | $11.1m77.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.5m73.6k shares |
| CITADEL ADVISORS LLC | Added | $10.1m71.0k shares |
| SIMPLEX TRADING, LLC | Added | $6.9m48.4k shares |
| GROUP ONE TRADING LLC | Added | $3.5m24.7k shares |
| Walleye Trading LLC | New | $3.1m22.0k shares |
| Point72 Asset Management, L.P. | Added | $2.1m14.7k shares |
| D. E. Shaw & Co., Inc. | New | $1.7m11.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-30 | 15.0% |
| Invesco Ltd. 13G · institution +3.3 pts · filed 2026-08-13 | 7.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
| FRONTIER CAPITAL MANAGEMENT CO LLC 13G · institution +1.3 pts · filed 2025-08-14 | 6.1% |
| Capital World Investors 13G · institution new · filed 2026-08-12 | 5.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: FRONTIER CAPITAL MANAGEMENT CO LLC (3.9%, 2026-05-15; now reported by FRONTIER CAPITAL MANAGEMENT CO LLC), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), SHAPIRO CAPITAL MANAGEMENT LLC (2.8%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $943.3k | 1 | $130.7k | — |
| Q1 2025 | 5 | $543.3k | 0 | — | — |
| Q2 2025 | 0 | — | 3 | $399.8k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $625.8k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 8 | $10.8m | $6.5m |
| Q3 2026 | 0 | — | 1 | $494.0k | $494.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-02 | HARDING BRIAN E Chief Accounting Officer | Sold plan | $494.0k3.8k shares |
| 2026-06-04 | HARDING BRIAN E Chief Accounting Officer | Sold plan | $1.5m17.0k shares |
| 2026-06-04 | Savage Sheri CFO | Sold plan | $1.4m15.8k shares |
| 2026-06-04 | Savage Sheri CFO | Sold plan | $1.3m14.4k shares |
| 2026-06-02 | Cho Paul Yoonku General Counsel and Secretary | Sold | $84.4k944 shares |
| 2026-05-27 | LIGGETT EMILY M Director | Sold | $755.7k8.2k shares |
| 2026-05-14 | McKibben Jeffrey L. Chief Information Officer | Sold | $365.8k4.2k shares |
| 2026-05-08 | McKibben Jeffrey L. Chief Information Officer | Sold | $216.2k2.5k shares |
| 2026-05-08 | Cho Paul Yoonku General Counsel and Secretary | Sold | $173.8k2.0k shares |
| 2026-05-05 | Palfrey Jamie J. SVP, Global Human Resources | Sold | $692.9k8.7k shares |
| 2026-05-05 | HARDING BRIAN E Chief Accounting Officer | Sold | $320.0k4.0k shares |
| 2026-05-04 | Cook Christopher S President, Products Division | Sold | $848.9k11.5k shares |
| 2026-05-01 | GRANGER CLARENCE L Director | Sold plan | $2.3m30.0k shares |
| 2026-04-30 | Cook Christopher S President, Products Division | Sold | $896.4k11.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.9m $986.7m | Added +87.4k |
| Invesco Ltd. 0.04% of their portfolio | 3.1m $445.6m | Added +1.5m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 2.8m $393.2m | Reduced -44.8k |
| Capital World Investors 0.04% of their portfolio | 2.6m $367.9m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.9m $272.2m | Reduced -7.5k |
| STATE STREET CORP 0.01% of their portfolio | 1.8m $257.0m | Reduced -35.6k |
| Boston Partners 0.17% of their portfolio | 1.4m $191.9m | Reduced -108.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $187.9m | Added +176.9k |
| Driehaus Capital Management LLC 1.08% of their portfolio | 1.3m $186.7m | Added +246.8k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 949.4k $135.3m | Reduced -62.4k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 793.9k $49.4m | Added +736.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 740.0k $105.5m | Reduced -100.5k |
| First Eagle Investment Management, LLC 0.08% of their portfolio | 695.9k $99.2m | Added +261.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.89% of their portfolio | 667.5k $95.2m | Reduced -1.1m |
| ROYCE & ASSOCIATES LP 0.77% of their portfolio | 666.5k $95.0m | Reduced -93.0k |
| OBERWEIS ASSET MANAGEMENT INC/ 1.91% of their portfolio | 647.3k $92.3m | Added +6.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.13% of their portfolio | 624.0k $89.0m | Added +211.3k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 619.8k $88.4m | Reduced -563.5k |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 609.9k $87.0m | Added +28.7k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 2.36% of their portfolio | 608.2k $86.7m | Unchanged |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 556.3k $79.3m | Added +414.9k |
| MORGAN STANLEY 0.00% of their portfolio | 549.2k $78.3m | Reduced -362.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.19% of their portfolio | 492.6k $70.2m | Added +17.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 491.5k $70.1m | Added +33.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 425.2k $60.6m | Reduced -28.8k |
| PINNACLE ASSOCIATES LTD 0.62% of their portfolio | 399.9k $57.0m | Reduced -41.7k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 388.2k $55.4m | Reduced -297.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 373.5k $53.3m | Added +49.6k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 356.7k $50.9m | Added +339.7k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 348.9k $49.7m | Added +177.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 345.8k $49.3m | Reduced -157.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 318.9k $45.5m | Added +26.1k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 315.9k $40.9m | Added +157.7k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 303.1k $43.2m | Reduced -56.9k |
| ION Fund Management Ltd 5.03% of their portfolio | 298.0k $42.5m | Reduced -51.9k |
| UBS Group AG 0.01% of their portfolio | 293.7k $41.9m | Reduced -57.6k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 283.7k $40.4m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 270.3k $38.5m | Reduced -173.4k |
| Goodman Financial Corp 4.92% of their portfolio | 223.2k $31.8m | Reduced -87.9k |
| NEXT CENTURY GROWTH INVESTORS LLC 1.66% of their portfolio | 220.1k $31.4m | Reduced -60.4k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 219.2k $31.3m | Reduced -2.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 219.1k $31.2m | Reduced -1.5k |
| Nuveen, LLC 0.01% of their portfolio | 217.8k $31.1m | Added +124.0k |
| Wealth High Governance Asset Management Ltda. 3.30% of their portfolio | 217.2k $31.0m | New |
| Public Sector Pension Investment Board 0.08% of their portfolio | 212.3k $30.3m | Reduced -65.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 210.1k $30.0m | Added +31.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 208.5k $27.5m | Reduced -127.9k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 203.5k $29.0m | Reduced -27.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio | 193.4k $27.6m | Added +133.4k |
| Munro Partners 0.59% of their portfolio | 183.5k $26.2m | New |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 167.0k $23.8m | Reduced -5.1k |
| Divisar Capital Management LLC 5.11% of their portfolio | 155.7k $22.2m | Reduced -264.4k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 144.2k $20.6m | Reduced -115.7k |
| Dana Investment Advisors, Inc. 0.53% of their portfolio | 142.4k $20.3m | Reduced -107.0k |
| MetLife Investment Management, LLC 0.09% of their portfolio | 141.8k $20.2m | Reduced -126.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 133.2k $19.0m | Added +27.0k |
| Newbrook Capital Advisors LP 2.46% of their portfolio | 127.9k $18.2m | New |
| BESSEMER GROUP INC 0.02% of their portfolio | 122.6k $17.5m | Added +122.1k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.11% of their portfolio | 120.1k $17.1m | Reduced -5.9k |
| TORONTO DOMINION BANK 0.03% of their portfolio | 118.1k $16.8m | Reduced -11.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 110.5k $15.7m | Reduced -17.3k |
| BARCLAYS PLC 0.00% of their portfolio | 110.4k $15.7m | Reduced -2.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 105.8k $15.1m | Added +1.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 105.3k $15.0m | Added +7.8k |
| Legal & General Group Plc 0.00% of their portfolio | 105.1k $15.0m | Added +1.3k |
| Redwood Grove Capital, LLC 3.67% of their portfolio | 101.5k $14.5m | Reduced -60.9k |
| WINTON GROUP Ltd 0.45% of their portfolio | 97.3k $13.9m | Reduced -6.9k |
| CASTLEARK MANAGEMENT LLC 0.37% of their portfolio | 95.8k $13.7m | Reduced -4.4k |
| CloudAlpha Capital Management Limited/Hong Kong 1.29% of their portfolio | 92.0k $13.1m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 91.9k $13.1m | New |
| Swiss National Bank 0.01% of their portfolio | 89.0k $12.7m | Reduced -800 |
| CITIGROUP INC 0.01% of their portfolio | 87.8k $12.5m | Reduced -139.7k |
| Walleye Capital LLC 0.06% of their portfolio | 85.1k $12.1m | Reduced -2.4k |
| BW Gestao de Investimentos Ltda. 0.28% of their portfolio | 82.8k $11.8m | New |
| Wealth High Governance Capital Ltda 3.53% of their portfolio | 82.8k $11.8m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 82.5k $11.8m | Reduced -56.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 74.1k $10.6m | Reduced -178.3k |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP 4.27% of their portfolio | 70.0k $10.0m | Reduced -55.0k |
| Brevan Howard Capital Management LP 0.14% of their portfolio | 68.7k $9.8m | Added +60.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 66.1k $9.4m | Reduced -32.3k |
| KR Capital LP 0.92% of their portfolio | 64.8k $9.2m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 63.8k $9.1m | Reduced -2.1k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 62.4k $8.9m | New |
| Calamos Advisors LLC 0.03% of their portfolio | 61.1k $8.7m | Reduced -28.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 60.8k $8.7m | Added +8.7k |
| Nicholas Investment Partners, LP 0.48% of their portfolio | 60.3k $8.6m | Added +25.5k |
| Union Bancaire Privee, UBP SA 0.06% of their portfolio | 55.3k $5.8m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 53.8k $7.7m | New |
| SEGALL BRYANT & HAMILL, LLC 0.09% of their portfolio | 52.6k $7.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 51.3k $7.3m | Reduced -351 |
| Bridge City Capital, LLC 1.66% of their portfolio | 51.1k $7.3m | Reduced -30.2k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 50.3k $7.2m | Reduced -34.1k |
| Emerald Investment Advisers, LLC 0.47% of their portfolio | 49.9k $7.1m | New |
| CREDIT AGRICOLE S A 0.02% of their portfolio | 48.0k $6.8m | Added +20.0k |
| GRACE & WHITE INC /NY 1.07% of their portfolio | 47.5k $6.8m | Reduced -62.4k |
| Insight Wealth Strategies, LLC 0.60% of their portfolio | 47.5k $6.2m | New |
| Lisanti Capital Growth, LLC 1.45% of their portfolio | 46.3k $6.6m | Reduced -13.6k |
| Creative Planning 0.00% of their portfolio | 45.0k $6.4m | Added +6.6k |
| Concurrent Investment Advisors, LLC 0.05% of their portfolio | 44.8k $6.4m | Added +38.5k |
| G2 Investment Partners Management LLC 1.16% of their portfolio | 44.7k $6.4m | Reduced -136.2k |