SILC

Silicom Ltd Cross-source read$42.69 4.07%
Information TechnologyCUSIP M84116108· EOD Sep 15, 2026

Among active 13F managers last quarter, 16 opened and 1 added, while 6 reduced; the largest holder to move was Systematic Financial Management LP (−5.8%). Over the last 180 days, 8 insiders sold and none bought, a net -$3.7M in open-market trades.

Tracked 13F holders
40
22 in Q2 2026 filings
13F value (tracked)
$93.2M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
17 adding · 6 trimming
Insiders · Form 4 open-market, 180d
0 buying · 8 selling · -$3.7M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$42.69 4.07%5Y -1.0%
$8.51$20.08$31.65$43.22$54.7920212022202320242025202651061088699686898641346444411444327242596101255
Hover for who · click for detailEnd-of-day closing prices52w $13.50 – $50.98

Who owns SILC?

40 tracked 13F filers · ranked by shares held

40 tracked 13F filers disclose a position in SILC as of the latest SEC 13F filings, a combined $93.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Systematic Financial Management LP506K
$24.3M
−5.8%
Reduced · −31K sh
Q2 2026
2First Wilshire Securities Management Inc284K
$13.6M
−9.9%
Reduced · −31K sh
Q2 2026
3Nano Cap New Millennium Growth Fund L P187K
$8.9M
−2.1%
Reduced · −4K sh
Q2 2026
4Portolan Capital Management, LLC162K
$7.8M
New
+162K sh
Q2 2026
5Hood River Capital Management LLC157K
$7.5M
New
+157K sh
Q2 2026
6Morgan Stanley102K
$2.2M
+3.2%
Added · +3K sh
Q1 2026
7Herald Investment Management Ltd96K
$4.5M
−22%
Reduced · −28K sh
Q2 2026
8Palisades Investment Partners, LLC90K
$4.3M
New
+90K sh
Q2 2026
9Marshall Wace, LLP90K
$1.9M
New
+90K sh
Q1 2026
10Connor, Clark & Lunn Investment Management Ltd.69K
$3.3M
+456%
Added · +57K sh
Q2 2026
11Granahan Investment Management, LLC68K
$3.3M
New
+68K sh
Q2 2026
12Yelin Lapidot Holdings Management Ltd.45K
$2.1M
−40%
Reduced · −29K sh
Q2 2026
13Apis Capital Advisors, LLC44K
$2.1M
New
+44K sh
Q2 2026
14Northern Trust Corp42K
$880K
−9.8%
Reduced · −5K sh
Q1 2026
15Trexquant Investment LP28K
$1.3M
New
+28K sh
Q2 2026
16Renaissance Technologies LLC25K
$537K
New
+25K sh
Q1 2026
17Two Sigma Investments, LP25K
$528K
New
+25K sh
Q1 2026
18Goldman Sachs Group Inc13K
$276K
−0.5%
Reduced · −66 sh
Q1 2026
19Jane Street Group, LLC13K
$267K
New
+13K sh
Q1 2026
20Quadrature Capital Ltd12K
$595K
−39%
Reduced · −8K sh
Q2 2026
21XTX Topco Ltd12K
$252K
New
+12K sh
Q1 2026
22BlackRock, Inc.12K
$565K
−54%
Reduced · −14K sh
Q2 2026
23Citadel Advisors LLC10K
$456K
New
+10K sh
Q2 2026
24Hidden Cove Wealth Management, LLC9K
$432K
New
+9K sh
Q2 2026
25Aristides Capital LLC7K
$334K
New
+7K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SILC being bought or sold by institutions?

Last quarter, 16 funds opened a new position in SILC and 1 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
16
funds took a first position
Added
1
added to an existing position
Reduced
6
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own SILC also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT18 funds$4.3B
Amazon.com IncAMZN17 funds$7.3B
Alphabet Inc-CL AGOOGL17 funds$4.4B
Visa Inc-Class A SharesV17 funds$1.2B
Apple IncAAPL16 funds$8.3B
Advanced Micro DevicesAMD16 funds$3.1B
JPMorgan Chase & CoJPM16 funds$2.5B
Berkshire Hathaway Inc-CL BBRK/B16 funds$2.2B
Arista Networks IncANET16 funds$1.2B
General ElectricGE16 funds$610.3M
Akamai Technologies IncAKAM16 funds$437.4M
Zoom Communications IncZM16 funds$342.3M

Ranked by how many of SILC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SILC.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$3.7M
8 insiders
Net · 180d
-$3.7M
15 open-market transactions
DateInsiderRoleActionSharesValue
Aug 24, 2026Orbach YeshayhuDirectorSell (S)3K$134K
Aug 17, 2026Eizenman AvinoamDirectorSell (S)20K$1.0M
Aug 12, 2026Eizenman LironPresident and CEOSell (S)18K$877K
Aug 6, 2026Gilad EranCFOSell (S)
2 lots, same day
7K$311K
May 19, 2026Karp YuvalEVP Project ManagementSell (S)2K$100K
May 14, 2026Cohen Daniel (Dc)EVP OperationSell (S)15$780
May 14, 2026Castiel DavidVP EngineeringSell (S)2K$96K
May 14, 2026Hendel DavidVP R&DSell (S)1K$49K
May 13, 2026Hendel DavidVP R&DSell (S)
2 lots, same day
1K$44K
May 7, 2026Eizenman AvinoamDirectorSell (S)9K$403K
May 7, 2026Eizenman LironPresident and CEOSell (S)9K$403K
May 7, 2026Gilad EranCFOSell (S)6K$265K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
410
Insiders
Form 4 open-market
08-$3.7M
US House
STOCK Act trades
00$0
Sector rotation
SILC is in Information Technology, which smart money is rotating INTO
+$13.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

22 tracked filers in Q2 2026 filingsstill filing
01427Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $72.4M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for SILC

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Ask your agent what changed in SILC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SILC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SILC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SILC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.