Whale Rock Capital Management LLC
· Exited
−$321M
Change
−3.9M
Δ Own
−100.0%
Date
Q1 2026
SM
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Whale Rock Capital Management LLC
· Exited
−$321M
Change
−3.9M
Δ Own
−100.0%
Date
Q1 2026
|
Whale Rock Capital Management LLC | Exited· Q1 2026 | −$321M | −3.9M | −100.0% | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Exited
−$163M
Change
−2.0M
Δ Own
−100.0%
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Exited· Q1 2026 | −$163M | −2.0M | −100.0% | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· Exited
−$99M
Change
−1.2M
Δ Own
−100.0%
Date
Q1 2026
|
Point72 Asset Management, L.P. | Exited· Q1 2026 | −$99M | −1.2M | −100.0% | Q1 2026 | |||||
|
Westfield Capital Management Co LP
· Reduced
−$96M
Change
−1.2M
Date
Q1 2026
|
Westfield Capital Management Co LP | Reduced· Q1 2026 | −$96M | −1.2M | – | Q1 2026 | |||||
|
Artisan Partners Limited Partnership
· Added
+$88M
Change
+1.1M
Date
Q1 2026
|
Artisan Partners Limited Partnership | Added· Q1 2026 | +$88M | +1.1M | – | Q1 2026 | |||||
|
BlackRock
· Added
+$85M
Change
+1.0M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$85M | +1.0M | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
+$76M
Change
+924K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | +$76M | +924K | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Added
+$70M
Change
+852K
Date
Q1 2026
|
Marshall Wace, LLP | Added· Q1 2026 | +$70M | +852K | – | Q1 2026 | |||||
|
Dorsal Capital Management, LP
· New
+$66M
Change
+800K
Date
Q1 2026
|
Dorsal Capital Management, LP | New· Q1 2026 | +$66M | +800K | – | Q1 2026 | |||||
|
Alliancebernstein L.P.
· Reduced
−$49M
Change
−599K
Date
Q1 2026
|
Alliancebernstein L.P. | Reduced· Q1 2026 | −$49M | −599K | – | Q1 2026 | |||||
|
Assenagon Asset Management S.A.
· Added
+$49M
Change
+596K
Date
Q1 2026
|
Assenagon Asset Management S.A. | Added· Q1 2026 | +$49M | +596K | – | Q1 2026 | |||||
|
Disciplined Growth Investors Inc
· Reduced
−$49M
Change
−595K
Date
Q1 2026
|
Disciplined Growth Investors Inc | Reduced· Q1 2026 | −$49M | −595K | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· Added
+$49M
Change
+590K
Date
Q1 2026
|
Jane Street Group, LLC | Added· Q1 2026 | +$49M | +590K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Reduced
−$46M
Change
−565K
Δ Own
−33.8%
Date
Q1 2026
|
Citadel Advisors LLC | Reduced· Q1 2026 | −$46M | −565K | −33.8% | Q1 2026 | |||||
|
Digitalbridge Group, Inc.
· New
+$46M
Change
+561K
Date
Q1 2026
|
Digitalbridge Group, Inc. | New· Q1 2026 | +$46M | +561K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Walsh Paul V. Jr
· Director
Sell
−$67K
|
Walsh Paul V. Jr | Director | Sell | $133.07 | −500 | −$67K | 28K | −1.8% | Jul 22, 2026 | Jul 24, 2026 | |||||||||
|
Silberstein Asaf
· Officer
Sell
−$435K
|
Silberstein Asaf | Officer | Sell | $145.04 | −3K | −$435K | 94K | −3.1% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Hou Hong Q.
· Director
Sell
−$266K
|
Hou Hong Q. | Director | Sell | $133.00 | −2K | −$266K | 65K | −3.0% | Jul 10, 2026 | Jul 14, 2026 | |||||||||
|
Silberstein Asaf
· Officer
6 operations
−$1.1M
|
Silberstein Asaf | Officer | 6 operations | $124.19–$129.94 | −8K | −$1.1M | 97K | −8.1% | Jul 8, 2026 | Jul 10, 2026 | |||||||||
|
Green Jason Elliot
· Officer
2 operations
−$294K
|
Green Jason Elliot | Officer | 2 operations | $129.32–$130.47 | −2K | −$294K | 9K | −20.8% | Jul 7, 2026 | Jul 9, 2026 | |||||||||
|
Lin Mark
· Officer
Sell
−$146K
|
Lin Mark | Officer | Sell | $150.41 | −970 | −$146K | 35K | −2.7% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Lin Mark
· Officer
2 operations
0
|
Lin Mark | Officer | 2 operations | – | 0 | – | 3K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Lin Mark
· Officer
Tax withholding or exercise payment (F)
-$253K
|
Lin Mark | Officer | Tax withholding or exercise payment (F) | $161.85 | -2K | -$253K | 36K | −4.2% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Silberstein Asaf
· Officer
2 operations
0
|
Silberstein Asaf | Officer | 2 operations | – | 0 | – | 105K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Hou Hong Q.
· Director
2 operations
0
|
Hou Hong Q. | Director | 2 operations | – | 0 | – | 26K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Hou Hong Q.
· Director
Tax withholding or exercise payment (F)
-$534K
|
Hou Hong Q. | Director | Tax withholding or exercise payment (F) | $161.85 | -3K | -$534K | 67K | −4.7% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Fischer Gregory Michael
· Director
Sell
−$234K
|
Fischer Gregory Michael | Director | Sell | $156.24 | −2K | −$234K | 6K | −20.9% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Hou Hong Q.
· Director
2 operations
−$1.5M
|
Hou Hong Q. | Director | 2 operations | $152.43–$152.99 | −10K | −$1.5M | 64K | −13.1% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Walsh Paul V. Jr
· Director
Sell
−$82K
|
Walsh Paul V. Jr | Director | Sell | $164.99 | −500 | −$82K | 28K | −1.7% | Jun 24, 2026 | Jun 26, 2026 | |||||||||
|
Wilson John Michael
· Officer
Sell
−$935K
|
Wilson John Michael | Officer | Sell | $170.00 | −6K | −$935K | 81K | −6.4% | Jun 22, 2026 | Jun 24, 2026 | |||||||||
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427 reporting institutions disclosed SMTC position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.