Matrix Service Company· MTRX

🇺🇸 US · MicroBroad USNASDAQ

Industrials Engineering & Construction Website

Price: $9.98
Day: -0.50%
Mkt Cap: $280.78M
52W Range: $9.70 – $15.97
Volume: 484.3K
Beta: 0.98

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.1 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 155 institutions hold; 91 added, 42 reduced

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Matrix Service Company

MTRX|Industrials|Engineering & Construction

Current price: $10

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

50x

vs own 6-quarter average

Seller breadth · Q2 2026

3 sellers

vs 0.7 avg per quarter

Institutional net breadth · Q2 2026

+58

116 adding vs 58 reducing

Institutional ownership · Q2 2026

88.4%

155 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

2.1M

+6.1%

NEEDHAM INVESTMENT MANAGEMENT LLC

1.4M

-0.1%

AMERICAN CENTURY COMPANIES INC

1.2M

+22.8%

GENDELL JEFFREY L

1.2M

-3.3%

VANGUARD CAPITAL MANAGEMENT LLC

1.2M

-0.8%

FIRST EAGLE INVESTMENT MANAGEMENT, LLC

990.2K

+16.2%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

113

37 buying113 unchanged22 selling

172 funds held MTRX in Q2 2026, holding 12.0M shares between them, up 4.6% on the quarter.

Largest fund holders

MFS VARIABLE INSURANCE TRUST III18.9K sh

VANGUARD VARIABLE INSURANCE FUNDS18.7K sh

Series Portfolios Trust11.1K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 26

Cavanah Kevin S

$773.8K

Sale · Jun 4

Cavanah Kevin S

$704.9K

Sale · May 8

HEWITT JOHN R

$450.2K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore MTRX on stockoscope.com→

Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

MTRX Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.1/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-100

Institutional Flow

50% weight

+84

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.1/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for MTRX

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Very Bearish

Heavy insider selling in Q2 2026

7 sales totaling $2.3M (173.0K shares)

Share volume is 50x the historical average, extreme level

3 different insiders sold this quarter

Buying seen in 1 of 15 quarters

50x

Selling pace

vs own 6-qtr average

Heavy

7.35%

Stake sold

of active insiders' holdings

3 sellers

Seller breadth

vs 0.3 avg per quarter

Q3 2025

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, MTRX

Top 7 highest-value insider trades from the last 8 quarters

Cavanah Kevin S

VP Finance & CFO

Sell

60,000 shares at $12.90

≈29.0% of their stake at the time

May 26, 2026$773.82K

Cavanah Kevin S

VP Finance & CFO

Sell

50,000 shares at $14.10

≈34.0% of their stake at the time

Jun 4, 2026$704.88K

HEWITT JOHN R

CEO

Sell

36,000 shares at $12.50

≈5.8% of their stake at the time

May 8, 2026$450.17K

SHEETS JUSTIN D

SVP, Enterprise Services

Sell

16,991 shares at $13.50

≈20.9% of their stake at the time

Jun 12, 2026$229.38K

PAYNE SHAWN P

President, Eng & Constr

Sell

8,250 shares at $12.58

≈7.0% of their stake at the time

Nov 11, 2025$103.76K

Cavanah Kevin S

VP Finance & CFO

Sell

6,509 shares at $14.13

≈6.7% of their stake at the time

Jun 5, 2026$91.95K

PAYNE SHAWN P

President, Eng & Constr

Sell

5,231 shares at $11.42

≈4.9% of their stake at the time

Nov 25, 2025$59.74K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for MTRX

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

88.4% institutional ownership

Strong accumulation: 116 institutions adding vs 58 reducing positions

13F shares increased by 3.0%, a notable change

Momentum improving from prior quarter

+58

Net breadth

116 adding vs 58 reducing

Strong accumulation

2.00

Add / reduce ratio

in Q2 2026

New − closed

25 initiated, 16 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+116 growing-58 shrinkingNet: +58

New (25)

Increased (91)

Reduced (42)

Closed (16)

Top Institutional Holders, MTRX

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

2.1M

$29.3M

Ownership

7.56%

+6.1%

NEEDHAM INVESTMENT MANAGEMENT LLC

1.4M

$19.7M

Ownership

5.07%

-0.1%

AMERICAN CENTURY COMPANIES INC

1.2M

$16.5M

Ownership

4.27%

+22.8%

GENDELL JEFFREY L

1.2M

$16.3M

Ownership

4.21%

-3.3%

VANGUARD CAPITAL MANAGEMENT LLC

1.2M

$16.3M

Ownership

4.20%

-0.8%

FIRST EAGLE INVESTMENT MANAGEMENT, LLC

990.2K

$13.6M

Ownership

3.50%

+16.2%

ACADIAN ASSET MANAGEMENT LLC

871.5K

$11.9M

Ownership

3.08%

+82.8%

HARVEY PARTNERS, LLC

815.0K

$11.2M

Ownership

2.88%

-10.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 172 ETFs and mutual funds reporting

37 buying22 sellingNet: +15

113

Buying (37)

Unchanged (113)

Selling (22)

In total, funds bought 654.5K shares and sold 106.0K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

172 ETFs and mutual funds reporting

37 funds buying vs 22 selling

Top Fund Holders, MTRX

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

MFS VARIABLE INSURANCE TRUST III

18.9K

Weight

0.09%

Jun 30, 2026No change

VANGUARD VARIABLE INSURANCE FUNDS

18.7K

Weight

0.02%

Jun 30, 2026Increased

Series Portfolios Trust

11.1K

Weight

7.05%

Jul 31, 2026No change

STATE STREET INSTITUTIONAL INVESTMENT TRUST

10.0K

Weight

0.01%

Jun 30, 2026No change

Bridge Builder Trust

9.8K

Weight

0.00%

Jun 30, 2026No change

GOLDMAN SACHS VARIABLE INSURANCE TRUST

9.1K

Weight

0.04%

Jun 30, 2026Decreased

Brighthouse Funds Trust II

8.5K

Weight

0.00%

Jun 30, 2026Increased

JOHN HANCOCK VARIABLE INSURANCE TRUST

7.8K

Weight

0.00%

Jun 30, 2026Increased

Matrix Service Company· MTRX

Holdings Analysis

Insider Trading Activity

1.3Transaction History59Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings66Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History59Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings66Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights