SWKS - SKYWORKS SOLUTIONS INC
Technology · NASDAQ
Current Price
$75.36
N/A
Intrinsic Value
$177.49
135.5% Undervalued
Market Cap
$10.9B
-0.8% this quarter
Smart Money Holders
13
-
Net Quarterly Flow
13 net buyers
More buying
Smart Money Signals
BUYING
100%of smart money are accumulating
Momentum Score
80▲
Smart Money Conviction
0.27%low
Net Flow Signal
+13net buyers
Investor Activity
0$100M+ new
Crowding Score
26
Exit Risk
0%reducing
Recent Activity
ADDEDQ2 2025
Pzena Investment Management
Increased position by $408M (+81.3%)
BUILDING
ADDEDQ2 2025
Vanguard Group
Increased position by $131.8M (+9.8%)
UNDERWATER -25%
INVESTOR | LAST FILED | SHARES | % PORTFOLIO / VALUE | QUARTERLY ACTIVITY | HOLDING PERIOD | SIGNALS |
---|---|---|---|---|---|---|
Pzena Investment Management | 2025 Q2 | 12,207,643 | 2.96%$909.7M | +4.4M shares +$408M value | 3 years | INCREASINGBUILDING |
Coatue Management | 2025 Q2 | 1,272,952 | 0.26%$94.9M | 0 shares +$12.6M value | 5+ years | UNDERWATER -35%CHASES RALLIES |
Two Sigma Investments | 2025 Q2 | 705,853 | 0.09%$52.6M | -580K shares -$30.5M value | 5+ years | REDUCINGUNDERWATER -24%HIGH TURNOVER |
AQR Capital Management | 2025 Q2 | 761,674 | 0.05%$56.7M | -436K shares -$19.7M value | 5+ years | REDUCING |
Renaissance Technologies | 2025 Q2 | 422,783 | 0.04%$31.5M | +423K shares +$31.5M value | 5+ years | NEWUNDERWATER -24% |
Vanguard Group | 2025 Q2 | 19,755,960 | 0.02%$1.5B | -984K shares +$131.8M value | 5+ years | REDUCINGUNDERWATER -25%HIGH TURNOVER |
BlackRock, Inc | 2025 Q2 | 17,369,193 | 0.02%$1.3B | -2.6M shares +$4.4M value | 5+ years | REDUCINGUNDERWATER -23%HIGH TURNOVER |
Citadel Advisors | 2025 Q2 | 1,493,963 | 0.02%$111.3M | +820K shares +$67.8M value | 5+ years | INCREASINGUNDERWATER -33%BUILDINGHIGH TURNOVER |
Goldman Sachs | 2025 Q2 | 1,459,100 | 0.01%$108.7M | +296K shares +$33.6M value | 5+ years | INCREASINGUNDERWATER -30%HIGH TURNOVER |
JPMorgan Chase & Co | 2025 Q2 | 1,134,284 | 0.01%$84.5M | -100K shares +$4.7M value | 5+ years | REDUCINGUNDERWATER -25%HIGH TURNOVER |
D. E. Shaw & Co | 2025 Q2 | 151,007 | 0.01%$11.3M | +99K shares +$7.9M value | 5+ years | INCREASINGUNDERWATER -32%BUILDINGHIGH TURNOVER |
Man Group plc | 2025 Q2 | 102,375 | 0.01%$7.6M | +20K shares +$2.3M value | 5+ years | INCREASINGUNDERWATER -45%HIGH TURNOVER |
National Pension Service KR | 2025 Q2 | 86,408 | 0.01%$6.4M | 0 shares +$855K value | 5+ years | UNDERWATER -36%HIGH TURNOVER |
Smart Money Activity vs Price
TOTAL BUYS
$5.3B
TOTAL SELLS
$3.6B
NET FLOW
+$1.7B
PRICE CHANGE
-49.7%
PEAK ACTIVITY
2023 Q1