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Skyworks Solutions, Inc.

SWKS Technology
$54.74 $-0.46 (-0.83%)
Market Cap: $8.23 B
Gurus Holding
8
Popularity Rank
#721
% of Shares Held
9.44%
Net Activity (Q4 2025)
-$6.84 M

Guru Ownership Trend

Guru Analysis for Skyworks Solutions, Inc. (SWKS)

Skyworks Solutions, Inc. (SWKS), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $776.72 M.

Top institutional holders include Richard Pzena and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.84 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Renaissance Technologies reduced exposure by 77.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$36.51 M
Total Buy Value
New Buys 1
Additions 3
-$43.35 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for Skyworks Solutions, Inc. (SWKS)

Major holders include Richard Pzena ($800.65 M), Cliff Asness ($45.8 M), Joel Greenblatt ($36.06 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 14.19 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $6.84 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited SWKS. The total reported sell value was $43.35 M.

Yes, 1 managers opened new positions in SWKS, and 3 increased their existing holdings. The total reported buy value was $36.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.40% Add 2.9% 12,626,480 $800.65 M Q4 2025
0.02% Add 30.1% 722,290 $45.8 M Q4 2025
0.13% Reduce -5.3% 568,630 $36.06 M Q4 2025
0.02% Reduce -77.8% 172,283 $10.92 M Q4 2025
0.01% Add 50.7% 60,052 $3.81 M Q4 2025
0.00% New Buy 34,000 $2.16 M Q4 2025
0.00% Reduce -1.9% 3,181 $201,707 Q4 2025
0.00% Reduce -17.9% 2,291 $147,678 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form