13FPulse
SK

SKYT SKYWATER TECHNOLOGY INC

2026Q2 · CUSIP 83089J108 · Foundry & OSAT · Sector: Semiconductors

Normal

Fund flows are within the usual range

Funds that own it
191
Institutions that reported holding it to the SEC
Net decrease in holders
3
Last quarter 194 → now 191
How unusual is that
Below average
Stronger than only 25% of US stocks
What the filings say, in one paragraph

191 funds held SKYT at the end of 2026Q2, down 3 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $639M(YoY +120.5%), the P/E is 13.4x, return on equity is 66.3%. SKYT has had 5 buying rushes in its history, and the price moved +20.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Foundry & OSAT.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q3: holders=54 2021Q4: holders=61 2022Q1: holders=56 2022Q2: holders=53 2022Q3: holders=65 2022Q4: holders=71 2023Q1: holders=93 2023Q2: holders=94 2023Q3: holders=91 2023Q4: holders=88 2024Q1: holders=103 2024Q2: holders=103 2024Q3: holders=126 2024Q4: holders=141 2025Q1: holders=136 2025Q2: holders=140 2025Q3: holders=143 2025Q4: holders=184 2026Q1: holders=194 2026Q2: holders=191 -41 -20.5 +0 +20.5 +41 47126204 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20% -2.6% +21.9%
2024Q3 Top 20% +83.4% +22.5%
2024Q1 Top 20% -15.0% +17.6%
2023Q1 Top 10%
2022Q3 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
108
Change in large funds
+15
Total value they hold
$1.2B
Funds buying for the first time
38
Funds that sold out entirely
41
Price change that quarter
-5.3%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
13.4
EPS (TTM)
$2.42
EPS YoY
Revenue (TTM)
$0.6B
Revenue YoY
+120.5%
Net margin
18.4%
ROE
66.3%
Debt ratio
74.3%
FCF (TTM)
-$95M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-03: EPS -360000.00 2022-01-02: EPS 559999.28 2022-04-03: EPS -0.42 2022-07-03: EPS -0.32 2022-10-02: EPS -0.17 2023-01-01: EPS -0.06 2023-04-02: EPS -0.10 2023-07-02: EPS -0.19 2023-10-01: EPS -0.16 2023-12-31: EPS -0.23 2024-03-31: EPS -0.12 2024-06-30: EPS -0.04 2024-09-29: EPS 0.03 2024-12-29: EPS -0.01 2025-03-30: EPS -0.15 2025-06-29: EPS -0.21 2025-09-28: EPS 2.95 2025-12-28: EPS -0.15 2026-03-29: EPS -0.25 2026-06-28: EPS -0.13 0M 86M 171M $M -396000.00 109999.60 615999.21 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
0 8 16 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-48M-3M41M 2020202120222023202420252026
Latest quarter $19M (2026-03-29)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-28 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.