SKYT

Skywater Technology Inc Cross-source read
Information TechnologyCUSIP 83089J108

Among active 13F managers last quarter, 7 opened and 23 added, while 17 reduced; the largest holder to move was Balyasny Asset Management L.P. (120× the prior stake). Over the last 180 days, 1 insider sold and none bought, a net -$5.2M in open-market trades.

Tracked 13F holders
178
75 in Q2 2026 filings
13F value (tracked)
$876.9M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
30 adding · 17 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$5.2M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns SKYT?

178 tracked 13F filers · ranked by shares held

178 tracked 13F filers disclose a position in SKYT as of the latest SEC 13F filings, a combined $876.9M 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
1BlackRock, Inc.2.9M
$102.6M
+15%
Added · +389K sh
Q2 2026
2Balyasny Asset Management L.P.2.4M
$65.8M
120×
Added · +2.4M sh
Q1 2026
3State Street Corp2.3M
$81.7M
+59%
Added · +873K sh
Q2 2026
4Vanguard Capital Management LLC1.5M
$53.3M
+0.3%
Added · +5K sh
Q2 2026
5American Century Companies Inc1.4M
$37.4M
+199%
Added · +909K sh
Q1 2026
6AllianceBernstein L.P.1.3M
$24.5M
55×
Added · +1.3M sh
Q1 2026
7Alpine Associates Management Inc.1.2M
$33.7M
New
+1.2M sh
Q1 2026
8UBS Group AG1.2M
$32.5M
11×
Added · +1.1M sh
Q1 2026
9Magnetar Financial LLC1.2M
$41.2M
+0.8%
Added · +9K sh
Q2 2026
10AQR Arbitrage LLC1.1M
$37.1M
+12%
Added · +116K sh
Q2 2026
11Millennium Management LLC905K
$24.8M
+175%
Added · +576K sh
Q1 2026
12Goldman Sachs Group Inc901K
$24.7M
+43%
Added · +273K sh
Q1 2026
13Geode Capital Management, LLC863K
$30.1M
+7.5%
Added · +61K sh
Q2 2026
14Woodline Partners LP672K
$23.4M
+0.5%
Added · +3K sh
Q2 2026
15Man Group plc667K
$23.2M
−22%
Reduced · −193K sh
Q2 2026
16Nuveen, LLC629K
$17.2M
−2.6%
Reduced · −17K sh
Q1 2026
17Qube Research & Technologies Ltd586K
$16.1M
+434%
Added · +477K sh
Q1 2026
18D. E. Shaw & Co., Inc.450K
$12.3M
+29%
Added · +101K sh
Q1 2026
19Jane Street Group, LLC405K
$11.1M
+94%
Added · +196K sh
Q1 2026
20Northern Trust Corp285K
$7.8M
+22%
Added · +52K sh
Q1 2026
21Dimensional Fund Advisors LP282K
$7.7M
−27%
Reduced · −106K sh
Q1 2026
22Vanguard Portfolio Management LLC280K
$9.8M
+21%
Added · +48K sh
Q2 2026
23Palisades Investment Partners, LLC260K
$9.1M
−0.3%
Reduced · −746 sh
Q2 2026
24Citigroup Inc257K
$7.0M
+507%
Added · +214K sh
Q1 2026
25Charles Schwab Investment Management Inc250K
$6.9M
+4.8%
Added · +12K sh
Q1 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 SKYT being bought or sold by institutions?

Last quarter, 7 funds opened a new position in SKYT and 23 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
7
funds took a first position
Added
23
added to an existing position
Reduced
17
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own SKYT also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT92 funds$154.1B
Nvidia CorpNVDA91 funds$249.5B
Meta Platforms Inc-Class AMETA91 funds$68.7B
Amazon.com IncAMZN90 funds$120.7B
Norfolk Southern CorpNSC89 funds$6.7B
Apple IncAAPL87 funds$175.3B
Broadcom IncAVGO87 funds$101.8B
Micron Technology IncMU87 funds$34.7B
Advanced Micro DevicesAMD86 funds$36.5B
Lam Research CorpLRCX86 funds$27.5B
Applied Materials IncAMAT86 funds$25.0B
Eli Lilly & CoLLY85 funds$54.0B

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

Insider activity (Form 4)

Full insider page →
Sells · 180d
$5.2M
1 insider
Net · 180d
-$5.2M
2 open-market transactions
DateInsiderRoleActionSharesValue
May 11, 2026Manko SteveCFOSell (S)75K$2.6M
Apr 14, 2026Manko SteveCFOSell (S)84K$2.6M
Mar 16, 2026Manko SteveCFOSell (S)
3 lots, same day
163K$4.5M
Nov 26, 2025Oxbow Industries, LLCDirector, 10% OwnerSell (S)100K$1.5M
Nov 24, 2025CMI Oxbow Partners, LLCDirector, 10% OwnerSell (S)100K$1.5M
Nov 24, 2025Unterseher Loren ADirector, 10% OwnerSell (S)100K$1.5M
Nov 21, 2025Sonderman ThomasCEO, DirectorSell (S)5K$70K
Nov 21, 2025CMI Oxbow Partners, LLCDirector, 10% OwnerSell (S)100K$1.4M
Nov 21, 2025Unterseher Loren ADirector, 10% OwnerSell (S)100K$1.4M
Nov 18, 2025CMI Oxbow Partners, LLCDirector, 10% OwnerSell (S)10K$157K
Nov 17, 2025CMI Oxbow Partners, LLCDirector, 10% OwnerSell (S)12K$209K
Nov 14, 2025Sonderman ThomasCEO, DirectorSell (S)5K$89K

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
5233
Insiders
Form 4 open-market
01-$5.2M
US House
STOCK Act trades
00$0
Sector rotation
SKYT 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

75 tracked filers in Q2 2026 filingsstill filing
090179Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $230.9M
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 SKYT

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Ask your agent what changed in SKYT

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/SKYT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SKYT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for SKYT. Filings are public domain, sourced to SEC EDGAR.