Skyworks Solutions, Inc.· SWKS

🇺🇸 US · LargeSP500NASDAQ

Technology Semiconductors Website

Price: $88.76
Day: -2.80%
Mkt Cap: $13.36B
52W Range: $51.93 – $92.30
Volume: 22.11M
Beta: 1.52

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.5 / 5 (Very Bullish), from 2 of 3 components
Institutions Q2 2026: 753 institutions hold; 368 added, 240 reduced

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Skyworks Solutions, Inc.

SWKS|Technology|Semiconductors

Current price: $89

Smart Money

Dimension 5 of 5

Insider selling pace · Q4 2025

1.0x

vs own 6-quarter average

Seller breadth · Q4 2025

2 sellers

vs 1.8 avg per quarter

Institutional net breadth · Q2 2026

+164

492 adding vs 328 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

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.

20.6M

-4.0%

PZENA INVESTMENT MANAGEMENT LLC

16.0M

-0.7%

PRICE T ROWE ASSOCIATES INC /MD/

11.7M

+5415.7%

VANGUARD CAPITAL MANAGEMENT LLC

9.8M

+0.5%

STATE STREET CORP

8.8M

+5.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.7M

-14.0%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

118

254

118 buying254 unchanged88 selling

460 funds held SWKS in Q2 2026, holding 100.0M shares between them, up 12.4% on the quarter.

Largest fund holders

SPDR SERIES TRUST3.2M sh

NATIONWIDE MUTUAL FUNDS72.1K sh

Listed Funds Trust17.9K sh

Notable Insider Transactions, Q4 2025

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

Sale · Nov 8

Kasnavi Reza

$984.0K

Purchase · Feb 25

BRACE PHILIP G

$661.3K

Sale · Oct 14

BORI CARLOS S

$575.7K

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 SWKS on stockoscope.com→

Generated September 21, 2026

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

Smart Money Sentiment

SWKS Smart Money Sentiment Score

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

Smart Money

4.5/5

Very Bullish

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

+82

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 4.5/5 (Very Bullish) based on a weighted combination of 2 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 20, 2026.

Insider Trading Activity

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

Insider Selling Pace for SWKS

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.

No Data

No recent insider signal

Most recent insider filing was Q4 2025.

Notable Recent Transactions, SWKS

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

Kasnavi Reza

SVP, Tech. & Manufacturing

Sell

10,945 shares at $89.90

≈34.8% of their stake at the time

Nov 8, 2024$983.96K

BRACE PHILIP G

CEO

Buy

10,000 shares at $66.13

≈100.0% of their stake after buying

Feb 25, 2025$661.30K

BORI CARLOS S

SVP, Sales & Marketing

Sell

5,876 shares at $97.98

≈17.9% of their stake at the time

Oct 14, 2024$575.73K

TERRY ROBERT JOHN

SVP, Gen. Counsel & Secretary

Sell

5,930 shares at $88.39

≈27.1% of their stake at the time

Nov 11, 2024$524.15K

BORI CARLOS S

SVP, Sales & Marketing

Sell

4,301 shares at $97.16

≈11.6% of their stake at the time

Oct 14, 2024$417.89K

Kasnavi Reza

EVP, Chief Ops & Tech Officer

Sell

6,656 shares at $62.31

≈20.3% of their stake at the time

Nov 19, 2025$414.74K

TERRY ROBERT JOHN

SVP, Gen. Counsel & Secretary

Sell

4,592 shares at $87.53

≈17.3% of their stake at the time

Nov 11, 2024$401.94K

TERRY ROBERT JOHN

SVP, Gen. Counsel & Secretary

Sell

4,445 shares at $62.33

≈18.3% of their stake at the time

Nov 19, 2025$277.06K

Institutional Ownership Analysis

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

Institutional Positions for SWKS

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

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Moderate accumulation: 492 adding vs 328 reducing

Momentum improving from prior quarter

+164

Net breadth

492 adding vs 328 reducing

Accumulating

1.50

Add / reduce ratio

in Q2 2026

+36

New − closed

124 initiated, 88 exited

7 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+492 growing-328 shrinkingNet: +164

124

368

240

New (124)

Increased (368)

Reduced (240)

Closed (88)

Top Institutional Holders, SWKS

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

20.6M

$1.4B

Ownership

13.69%

-4.0%

PZENA INVESTMENT MANAGEMENT LLC

16.0M

$1.1B

Ownership

10.64%

-0.7%

PRICE T ROWE ASSOCIATES INC /MD/

11.7M

$793.9M

Ownership

7.80%

+5415.7%

VANGUARD CAPITAL MANAGEMENT LLC

9.8M

$665.4M

Ownership

6.54%

+0.5%

STATE STREET CORP

8.8M

$599.7M

Ownership

5.89%

+5.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.7M

$588.8M

Ownership

5.79%

-14.0%

GEODE CAPITAL MANAGEMENT, LLC

6.0M

$407.1M

Ownership

3.98%

+2.6%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

5.4M

$367.6M

Ownership

3.61%

+10.1%

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: 460 ETFs and mutual funds reporting

118 buying88 sellingNet: +30

118

254

Buying (118)

Unchanged (254)

Selling (88)

In total, funds bought 16.7M shares and sold 4.3M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

460 ETFs and mutual funds reporting

118 buying vs 88 selling (balanced)

Top Fund Holders, SWKS

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

SPDR SERIES TRUST

3.2M

Weight

15.73%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

72.1K

Weight

0.01%

Jul 31, 2026Decreased

Listed Funds Trust

17.9K

Weight

—

Jul 31, 2026No change

GLENMEDE FUND INC

9.8K

Weight

0.60%

Jul 31, 2026No change

Northern Lights Fund Trust

3.1K

Weight

0.01%

Jul 31, 2026No change

PFS FUNDS

2.1K

Weight

11.00%

Jul 31, 2026No change

Aspiriant Trust

1.2K

Weight

0.01%

Jun 30, 2026No change

John Hancock Hedged Equity & Income Fund

1.0K

Weight

0.14%

Jun 30, 2026No change

Skyworks Solutions, Inc.· SWKS

Holdings Analysis

Insider Trading Activity

1.3Transaction History141Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most 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 History141Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most 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