13FPulse
SL

SLAB SILICON LABORATORIES INC

2026Q2 · CUSIP 826919102 · Analog & Power · Sector: Semiconductors

Funds left

Funds are exiting, but the price is holding

Funds that own it
345
Institutions that reported holding it to the SEC
Net decrease in holders
30
Last quarter 375 → now 345
How unusual is that
Bottom 20%
Stronger than only 4% of US stocks
What the filings say, in one paragraph

345 funds held SLAB at the end of 2026Q2, down 30 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $856M(YoY +21.7%), return on equity is -3.6%. SLAB has had 12 buying rushes in its history, and the price moved -0.3% 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 Analog & Power.

How many funds owned it, quarter by quarter

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

2013Q3: holders=155 2013Q4: holders=149 2014Q1: holders=162 2014Q2: holders=153 2014Q3: holders=166 2014Q4: holders=176 2015Q1: holders=176 2015Q2: holders=182 2015Q3: holders=162 2015Q4: holders=186 2016Q1: holders=179 2016Q2: holders=187 2016Q3: holders=213 2016Q4: holders=225 2017Q1: holders=237 2017Q2: holders=231 2017Q3: holders=235 2017Q4: holders=257 2018Q1: holders=253 2018Q2: holders=249 2018Q3: holders=250 2018Q4: holders=255 2019Q1: holders=240 2019Q2: holders=258 2019Q3: holders=270 2019Q4: holders=271 2020Q1: holders=252 2020Q2: holders=249 2020Q3: holders=261 2020Q4: holders=272 2021Q1: holders=276 2021Q2: holders=260 2021Q3: holders=278 2021Q4: holders=320 2022Q1: holders=325 2022Q2: holders=309 2022Q3: holders=307 2022Q4: holders=312 2023Q1: holders=353 2023Q2: holders=320 2023Q3: holders=322 2023Q4: holders=296 2024Q1: holders=297 2024Q2: holders=296 2024Q3: holders=300 2024Q4: holders=298 2025Q1: holders=327 2025Q2: holders=332 2025Q3: holders=333 2025Q4: holders=326 2026Q1: holders=375 2026Q2: holders=345 -49 -24.5 +0 +24.5 +49 134264394 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 5% +0.7%
2025Q1 Top 10% +20.1% +3.7%
2023Q1 Top 5% +10.8% -4.8%
2021Q4 Top 20% -5.6% -13.7%
2021Q3 Top 10% -0.4% -26.1%
2019Q3 Top 20% +7.1% -3.3%
2019Q2 Top 10% -2.1% +0.8%
2017Q1 Top 20% -3.7% +6.8%

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
176
Change in large funds
-4
Total value they hold
$6.7B
Funds buying for the first time
36
Funds that sold out entirely
66
Price change that quarter
+1.7%
Funds holding puts (bearish)
6
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)
EPS (TTM)
$-1.17
EPS YoY
Revenue (TTM)
$0.9B
Revenue YoY
+21.7%
Net margin
-4.6%
ROE
-3.6%
Debt ratio
12.6%
FCF (TTM)
-$5M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-02: EPS 46.76 2022-01-01: EPS 0.29 2022-04-02: EPS 0.58 2022-07-02: EPS 0.60 2022-10-01: EPS 0.60 2022-12-31: EPS 0.76 2023-04-01: EPS 0.41 2023-07-01: EPS 0.33 2023-09-30: EPS 0.32 2023-12-30: EPS -2.15 2024-03-30: EPS -1.77 2024-06-29: EPS -2.56 2024-09-28: EPS -0.88 2024-12-28: EPS -0.72 2025-04-05: EPS -0.94 2025-07-05: EPS -0.67 2025-10-04: EPS -0.30 2026-01-03: EPS -0.07 2026-04-04: EPS -0.48 2026-07-04: EPS -0.32 0M 135M 270M $M -2.82 24.31 51.44 2016201720182019202020212022202320242025202607/26 Revenue EPS

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

P/E (TTM) over time
3 40 77 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
-74M7M87M 20162017201820192020202120222023202420252026
Latest quarter $-5M (2026-04-04)

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

As of 2026-07-04 · SEC filings (XBRL)

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