MECNYSEMetal Forgings & StampingsFiscal year ends December 31
Mayville Engineering Company, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$13.94+0.04 (+0.29%)
Close on Oct 19, 2026
- Market cap
- $317.38M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.5%
22M of 26M shares
Institutional holders
154
53 new, 20 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
0 buys · 15 sales
Net sold $3.77M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Portolan Capital Management, LLC | 1,465,004 | 5.92% | 13G (passive) | May 20, 2026 |
| Abigail P. Johnson | 1,280,170 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MEC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Portolan Capital Management, LLC | 1,299,256 | 5.10% | $48.67M | +478,120 | 1.82% |
| FMR LLC | 1,280,170 | 5.02% | $47.96M | +1,275,909 | 0.00% |
| BlackRock, Inc. | 1,183,443 | 4.64% | $44.33M | +301,589 | 0.00% |
| Allspring Global Investments Holdings, LLC | 1,072,916 | 4.21% | $37.78M | −927,434 | 0.06% |
| Driehaus Capital Management LLC | 846,354 | 3.32% | $31.70M | New | 0.18% |
| Summit Partners Public Asset Management, LLC | 800,000 | 3.14% | $29.97M | New | 0.53% |
| Dimensional Fund Advisors LP | 782,276 | 3.07% | $29.30M | −143,940 | 0.01% |
| Royce & Associates LP | 752,083 | 2.95% | $28.17M | +1,082 | 0.23% |
| Vanguard Capital Management LLC | 743,621 | 2.92% | $27.86M | +148,683 | 0.00% |
| First Eagle Investment Management, LLC | 739,150 | 2.90% | $27.69M | +335,075 | 0.02% |
| Boston Partners | 696,429 | 2.73% | $25.81M | +463,792 | 0.02% |
| Jupiter Topco LLC | 575,278 | 2.26% | $21.55M | New | 0.01% |
| Blair William & Co/Il | 546,714 | 2.14% | $20.48M | −18,586 | 0.05% |
| Wellington Management Group Llp | 477,583 | 1.87% | $17.89M | New | 0.00% |
| EVR Research LP | 441,908 | 1.73% | $16.55M | −178,092 | 8.17% |
| Geode Capital Management, LLC | 374,578 | 1.47% | $14.04M | +38,743 | 0.00% |
| Jane Street Group, LLC | 356,151 | 1.40% | $13.34M | New | 0.00% |
| JPMorgan Chase & Co | 347,224 | 1.36% | $13.03M | +341,743 | 0.00% |
| Kennedy Capital Management LLC | 336,377 | 1.32% | $12.60M | +229,586 | 0.22% |
| Ophir Asset Management Pty Ltd | 326,699 | 1.28% | $12.24M | New | 1.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 154 | 22M | 84.5% | 53 / 45 | 38 / 20 | 10M | 3M |
| Q1 2026 | 124 | 14M | 56.5% | 24 / 38 | 39 / 20 | 3M | 2M |
| Q4 2025 | 123 | 14M | 54.4% | 30 / 34 | 42 / 11 | 3M | 2M |
| Q3 2025 | 104 | 13M | 52.1% | 12 / 45 | 28 / 20 | 1M | 1M |
| Q2 2025 | 112 | 13M | 49.7% | 14 / 47 | 31 / 18 | 2M | 1M |
| Q1 2025 | 116 | 12M | 48.8% | 15 / 38 | 38 / 12 | 1M | 1M |
| Q4 2024 | 114 | 12M | 48.9% | 21 / 45 | 27 / 22 | 2M | 1M |
| Q3 2024 | 116 | 12M | 45.8% | 34 / 47 | 22 / 14 | 3M | 1M |
| Q2 2024 | 97 | 11M | 42.2% | 24 / 39 | 22 / 8 | 2M | 0M |
| Q1 2024 | 81 | 10M | 37.9% | 10 / 24 | 28 / 8 | 1M | 0M |
| Q4 2023 | 79 | 9M | 36.4% | 5 / 31 | 25 / 12 | 1M | 0M |
| Q3 2023 | 86 | 9M | 34.9% | 12 / 32 | 21 / 10 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MEC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Strategic Advisers U.S. Total Stock Fund | 896,568 | 3.52% | $24.07M | 0.02% | May 31, 2026 |
| Allspring Special Small Cap Value Fund | 715,687 | 2.81% | $26.81M | 0.91% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 556,284 | 2.18% | $20.84M | 0.00% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 474,694 | 1.86% | $17.78M | 0.49% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 376,136 | 1.48% | $14.09M | 0.02% | Jun 30, 2026 |
| Royce Small-Cap Opportunity Fund | 354,768 | 1.39% | $13.29M | 0.94% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 258,216 | 1.01% | $6.63M | 0.23% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 244,330 | 0.96% | $6.27M | 0.15% | Jul 31, 2026 |
| Boston Partners Small Cap Value Fund II | 198,187 | 0.78% | $5.32M | 0.65% | May 31, 2026 |
| Brighthouse Small Cap Value Portfolio | 182,990 | 0.72% | $6.85M | 0.94% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 169,326 | 0.66% | $6.34M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 159,947 | 0.63% | $4.11M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 142,836 | 0.56% | $5.35M | 0.04% | Jun 30, 2026 |
| Driehaus Micro Cap Growth Fund | 133,251 | 0.52% | $4.99M | 0.84% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 123,822 | 0.49% | $3.32M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jagadeesh A. Reddy | President & CEO, Director | 126,785 | 0.50% | Jun 12, 2026 |
| Sean P. Leuba | SVP, GC & Secretary | 6,633 | 0.03% | Aug 7, 2026 |
| Ryan F. Raber | EVP - Strategy, Sales & Mktg | 113,257 | 0.44% | May 27, 2026 |
| Craig D. Nichols | SVP, Operations & Supply Chain | 1,280 | 0.01% | May 26, 2026 |
| Rachele Marie Lehr | Chief Financial Officer | 30,529 | 0.12% | Mar 17, 2026 |
| Todd M. Butz | Chief Financial Officer | 214,741 | 0.84% | Mar 18, 2025 |
| Christine M. Schyvinck | Director | – | – | Apr 23, 2026 |
| Jennifer J. Kent | Director | 24,982 | 0.10% | Apr 23, 2026 |
| Steven L. Fisher | Director | 55,897 | 0.22% | Apr 23, 2026 |
| Robert L. McCormick | Director | 29,078 | 0.11% | Apr 23, 2026 |
| Jay O. Rothman | Director | 24,721 | 0.10% | Apr 23, 2026 |
| Tania Wingfield | Director | 5,949 | 0.02% | Apr 23, 2026 |
| Timothy L. Christen | Director | 153,804 | 0.60% | Apr 23, 2026 |
| Allen J. Carlson | Director | 74,882 | 0.29% | Apr 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sean P. Leuba SVP, GC & Secretary | Aug 6, 2026 | Sale | −12,855 | $25.44 | $327.03K | 6,633 |
| Jagadeesh A. Reddy President & CEO, Director | Jun 11, 2026 | Sale(10b5-1 plan) | −15,688 | $35.05 | $549.86K | 124,105 |
| Jagadeesh A. Reddy President & CEO, Director | Jun 8, 2026 | Sale(10b5-1 plan) | −1,300 | $35.01 | $45.51K | 139,793 |
| Jagadeesh A. Reddy President & CEO, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −17,294 | $30.00 | $518.82K | 141,093 |
| Jagadeesh A. Reddy President & CEO, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −17,942 | $30.00 | $538.26K | 140,445 |
| Ryan F. Raber EVP - Strategy, Sales & Mktg | May 26, 2026 | Sale | −20,000 | $26.00 | $520.00K | 86,970 |
| Craig D. Nichols SVP, Operations & Supply Chain | May 21, 2026 | Sale | −4,000 | $23.24 | $92.96K | 146 |
| Sean P. Leuba SVP, GC & Secretary | May 8, 2026 | Gift | +1,015 | – | – | 19,488 |
| Jagadeesh A. Reddy President & CEO, Director | May 7, 2026 | Sale(10b5-1 plan) | −10,332 | $25.72 | $265.74K | 169,851 |
| Jagadeesh A. Reddy President & CEO, Director | May 7, 2026 | Sale(10b5-1 plan) | −11,464 | $26.11 | $299.33K | 158,387 |
| Steven L. Fisher Director | Apr 21, 2026 | Option exercise | +19,532 | – | – | 55,897 |
| Steven L. Fisher Director | Apr 21, 2026 | Option exercise | +14,485 | – | – | 70,382 |
| Steven L. Fisher Director | Apr 21, 2026 | Option exercise | +10,331 | – | – | 80,713 |
| Steven L. Fisher Director | Apr 21, 2026 | Option exercise | +5,883 | – | – | 36,365 |
| Tania Wingfield Director | Apr 21, 2026 | Option exercise | +5,949 | – | – | 5,949 |
| Robert L. McCormick Director | Apr 21, 2026 | Option exercise | +10,331 | – | – | 29,078 |
| Timothy L. Christen Director | Apr 21, 2026 | Option exercise | +12,397 | – | – | 153,804 |
| Rachele Marie Lehr Chief Financial Officer | Mar 15, 2026 | Tax withholding | −4,600 | $16.67 | $76.68K | 30,529 |
| Rachele Marie Lehr Chief Financial Officer | Mar 15, 2026 | Option exercise | +8,560 | – | – | 29,321 |
| Rachele Marie Lehr Chief Financial Officer | Mar 15, 2026 | Option exercise | +5,808 | – | – | 35,129 |
| Ryan F. Raber EVP - Strategy, Sales & Mktg | Mar 15, 2026 | Tax withholding | −14,150 | $16.67 | $235.88K | 106,970 |
| Ryan F. Raber EVP - Strategy, Sales & Mktg | Mar 15, 2026 | Option exercise | +12,452 | – | – | 121,120 |
| Ryan F. Raber EVP - Strategy, Sales & Mktg | Mar 15, 2026 | Option exercise | +17,650 | – | – | 108,668 |
| Jagadeesh A. Reddy President & CEO, Director | Mar 15, 2026 | Option exercise | +27,643 | – | – | 210,245 |
| Jagadeesh A. Reddy President & CEO, Director | Mar 15, 2026 | Tax withholding | −30,062 | $16.67 | $501.13K | 180,183 |
| Jagadeesh A. Reddy President & CEO, Director | Mar 15, 2026 | Option exercise | +36,317 | – | – | 182,602 |
| Craig D. Nichols SVP, Operations & Supply Chain | Mar 15, 2026 | Tax withholding | −1,662 | $16.67 | $27.71K | 4,146 |
| Craig D. Nichols SVP, Operations & Supply Chain | Mar 15, 2026 | Option exercise | +5,808 | – | – | 5,808 |
| Sean P. Leuba SVP, Corp. Development & GC | Mar 15, 2026 | Tax withholding | −5,277 | $16.67 | $87.97K | 18,473 |
| Sean P. Leuba SVP, Corp. Development & GC | Mar 15, 2026 | Option exercise | +4,646 | – | – | 23,750 |
| Sean P. Leuba SVP, Corp. Development & GC | Mar 15, 2026 | Option exercise | +7,263 | – | – | 19,104 |
| Sean P. Leuba GC & Secretary | Mar 5, 2026 | Sale | −2,500 | $20.07 | $50.18K | 0 |
| Sean P. Leuba GC & Secretary | Mar 5, 2026 | Sale | −6,698 | $18.81 | $125.99K | 11,841 |
| Steven L. Fisher Director | Dec 11, 2025 | Sale | −5,000 | $19.14 | $95.70K | 30,482 |
| Steven L. Fisher Director | Dec 11, 2025 | Sale | −5,000 | $19.08 | $95.40K | 35,482 |
| Ryan F. Raber EVP - Strategy, Sales & Mktg | Nov 25, 2025 | Sale | −12,500 | $16.69 | $208.63K | 93,518 |
| Ryan F. Raber EVP - Strategy, Sales & Mktg | Nov 25, 2025 | Sale | −2,500 | $16.63 | $41.58K | 91,018 |
| Craig D. Nichols SVP, Operations & Supply Chain | Nov 6, 2025 | Award | +1,134 | $15.95 | $18.09K | 1,134 |
| Sean P. Leuba SVP, Corp. Development & GC | Aug 11, 2025 | Buy | +500 | $13.56 | $6.78K | 2,500 |
| Rachele Marie Lehr Chief Financial Officer | Aug 8, 2025 | Buy | +1,400 | $14.08 | $19.71K | 20,761 |
| Jagadeesh A. Reddy President & CEO, Director | Aug 7, 2025 | Buy | +7,500 | $14.06 | $105.45K | 146,285 |
| Jagadeesh A. Reddy President & CEO, Director | Jul 19, 2025 | Tax withholding | −15,064 | $15.30 | $230.48K | 138,785 |
| Jagadeesh A. Reddy President & CEO, Director | Jul 19, 2025 | Option exercise | +32,051 | – | – | 153,849 |
| Jennifer J. Kent Director | Apr 16, 2025 | Option exercise | +9,026 | – | – | 24,982 |
| Steven L. Fisher Director | Apr 16, 2025 | Option exercise | +9,026 | – | – | 40,482 |
| Robert L. McCormick Director | Apr 16, 2025 | Option exercise | +9,026 | – | – | 18,747 |
| Allen J. Carlson Director | Apr 16, 2025 | Option exercise | +9,026 | – | – | 74,882 |
| Timothy L. Christen Director | Apr 16, 2025 | Option exercise | +10,832 | – | – | 141,407 |
| Rachele Marie Lehr Chief Human Resources Officer | Mar 15, 2025 | Tax withholding | −2,741 | $14.35 | $39.33K | 19,361 |
| Rachele Marie Lehr Chief Human Resources Officer | Mar 15, 2025 | Option exercise | +8,562 | – | – | 22,102 |
| Sean P. Leuba SVP, Corp. Development & GC | Mar 15, 2025 | Tax withholding | −3,217 | $14.35 | $46.16K | 18,539 |
| Sean P. Leuba SVP, Corp. Development & GC | Mar 15, 2025 | Option exercise | +7,264 | – | – | 21,756 |
| Jagadeesh A. Reddy President & CEO, Director | Mar 15, 2025 | Tax withholding | −17,050 | $14.35 | $244.67K | 121,798 |
| Jagadeesh A. Reddy President & CEO, Director | Mar 15, 2025 | Option exercise | +36,317 | – | – | 138,848 |
| Ryan F. Raber EVP - Strategy, Sales & Mktg | Mar 15, 2025 | Option exercise | +17,650 | – | – | 114,294 |
| Ryan F. Raber EVP - Strategy, Sales & Mktg | Mar 15, 2025 | Tax withholding | −8,276 | $14.35 | $118.76K | 106,018 |
| Todd M. Butz Chief Financial Officer | Mar 15, 2025 | Tax withholding | −5,637 | $14.35 | $80.89K | 173,743 |
| Todd M. Butz Chief Financial Officer | Mar 15, 2025 | Option exercise | +17,614 | – | – | 179,380 |
| Jagadeesh A. Reddy President & CEO, Director | Mar 12, 2025 | Buy | +380 | $13.75 | $5.23K | 380 |
| Sean P. Leuba SVP, Corp. Development & GC | Mar 6, 2025 | Buy | +1,000 | $14.18 | $14.18K | 2,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sean P. Leuba Officer | Aug 6, 2026 | 1,015 | $25.69K | Aug 6, 2026 | Inherited Shares From Deceased Father |
| Sean P. Leuba Officer | Aug 6, 2026 | 11,840 | $309.38K | Aug 6, 2026 | Employer Grant Compensation |
| Reddy Jagadeesh Director, Officer | Jun 11, 2026 | 15,688 | $530.88K | Jun 11, 2026 | Restricted Stock Units |
| Reddy Jagadeesh Director, Officer | Jun 8, 2026 | 1,300 | $43.23K | Jun 8, 2026 | Restricted Stock Units |
| Reddy Jagadeesh Director, Officer | Jun 1, 2026 | 17,294 | $464.34K | Jun 1, 2026 | Restricted Stock Units |
| A. Reddy Jagadeesh Director, Officer | May 7, 2026 | 21,796 | $508.94K | May 7, 2026 | Restricted Stock Units |