MACOM Technology Solutions Holdings, Inc.
MTSI- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001493594
In the last 90 days, MACOM Technology Solutions Holdings, Inc. insiders filed 0 open-market purchases and 6 sales; 662 institutions reported holding it in 13F filings for Q2 2026, worth $27.7B in total; Maverick Capital is the only superinvestor holding it.
Key figures
- Market capClose on Nov 9, 2026
- $17.6B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $9.63M in total
- 6
- 13F holdersQ2 2026, +147 vs. previous quarter
- 662
- 13F valueReported value at the end of Q2 2026
- $27.7B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $967.3M
- +32.6% year over year
- Net income, FY2025
- -$54.2M
- −170.5% year over year
- Free cash flow, FY2025
- $192.8M
- +37.5% year over year
- Revenue, Q3 FY2026
- $342.2M
- +35.8% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $54.2M (5.6% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 2.73M
- Shares sold short
- Change
- −674.8K
- −19.8% vs. previous
- Days to cover
- 1.73
- At average daily volume
Superinvestors holding MTSI, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding MACOM Technology Solutions Holdings, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Maverick Capital
Lee Ainslie
<0.1%
MACOM Technology Solutions Holdings, Inc.'s share of the portfolio
- Shares
- 1,792
- Value
- $681.6K
Latest insider trades
See all insider tradesOpen-market purchases and sales by MACOM Technology Solutions Holdings, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 9, 2026 (view filing)8:39 PM ET | Nov 9 | Same day | Roth Ambra R.SVP, GC and Secretary | SSale | −9.50K | $226.65 | −$2.15M | −37.7%15.7K after | 15 lots10b5-1 |
| Nov 9, 2026 (view filing)8:22 PM ET | Nov 6-9 | 3 days | Kober JohnSenior VP and CFO | SSale | −22.0K | $207.16 | −$4.56M | −38.2%35.6K after | 16 lots10b5-1 |
| Oct 27, 2026 (view filing)5:07 PM ET | Oct 26 | 1 day | Kober JohnSenior VP and CFO | SSale | −1.03K | $236.60 | −$243.0K | −2.9%34.4K after | 10b5-1 |
| Oct 5, 2026 (view filing)4:41 PM ET | Oct 1 | 4 days | Roth Ambra R.SVP, GC and Secretary | SSale | −653 | $300.00 | −$195.9K | −6.6%9.18K after | 10b5-1 |
| Sep 1, 2026 (view filing)4:36 PM ET | Aug 28 | 4 days | Dennehy RobertSenior VP and COO | SSale | −252 | $275.20 | −$69.4K | −1.9%12.8K after | 10b5-1 |
| Aug 19, 2026 (view filing)4:15 PM ET | Aug 17 | 2 days | Kober JohnSenior VP and CFO | SSale | −7.39K | $326.08 | −$2.41M | −18.0%33.6K after | 8 lots10b5-1 |
| Jun 29, 2026 (view filing) | Jun 25 | 4 days | Hwang Donghyun ThomasSVP, Global Sales | SSale | −2.62K | $383.87 | −$1.01M | −8.1%29.8K after | 12 lots10b5-1 |
| Jun 2, 2026 (view filing) | May 29 | 4 days | Daly Stephen GPresident and CEO | SSale | −15.8K | $365.75 | −$5.79M | −29.2%38.4K after | 19 lots10b5-1 |
| May 20, 2026 (view filing) | May 18 | 2 days | Kober JohnSenior VP and CFO | SSale | −7.64K | $359.25 | −$2.75M | −15.7%41.0K after | 13 lots10b5-1 |
| May 20, 2026 (view filing) | May 18 | 2 days | Hwang Donghyun ThomasSVP, Global Sales | SSale | −2.60K | $360.64 | −$935.9K | −7.4%32.4K after | 11 lots10b5-1 |
Top 10 13F holders, Q2 2026
See all 662 holdersThe largest institutional positions in MACOM Technology Solutions Holdings, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 10,527,144 | $4.00B | 0.17% | −83,296−0.8% | Reduced |
| BlackRock, Inc. | 9,512,899 | $3.62B | 0.05% | +946,616+11.1% | Added |
| Vanguard Portfolio Management LLC | 3,605,324 | $1.37B | 0.06% | +18,243+0.5% | Added |
| Vanguard Capital Management LLC | 3,064,683 | $1.17B | 0.02% | +71,832+2.4% | Added |
| T. Rowe Price Investment Management, Inc. | 2,850,185 | $1.08B | 0.71% | −1,635,897−36.5% | Reduced |
| State Street Corp | 2,262,242 | $860.5M | 0.03% | +109,491+5.1% | Added |
| Invesco Ltd. | 2,149,581 | $817.6M | 0.06% | −1,524,234−41.5% | Reduced |
| JPMorgan Chase & Co | 2,125,091 | $793.0M | 0.05% | +109,461+5.4% | Added |
| Geode Capital Management, LLC | 1,409,741 | $536.3M | 0.03% | +50,207+3.7% | Added |
| Wellington Management Group LLP | 1,205,711 | $458.6M | 0.08% | −342,324−22.1% | Reduced |
Holders of 5% or more of MTSI
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of MACOM Technology Solutions Holdings, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 13G/A | 11.80%8.99M shares | −2.30 ppfrom 14.10% | Feb 9, 20237 filings | Nov 5, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 10.40%7.96M shares | +1.30 ppfrom 9.10% | Oct 22, 20244 filings | Jul 8, 2026 | SEC |
| Ocampo Susan | 13G/A | 6.40%4.88M shares | 0.00 ppfrom 6.40% | Jan 23, 202410 filings | Oct 30, 2026 | SEC |
Politician trades
All politician trades in MTSI3 members of Congress reported 16 trades in MACOM Technology Solutions Holdings, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Oct 12, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Oct 12, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell | $15K-$50K |
| Sep 4, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Jun 8, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Apr 7, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
House · CA · Oct 12, 2026
Sell (partial)$1K-$15K
House · CA · Oct 12, 2026
Sell$15K-$50K
House · CA · Sep 4, 2026
Sell (partial)$1K-$15K
House · CA · Jun 8, 2026
Sell (partial)$1K-$15K
House · CA · Apr 7, 2026
Sell (partial)$1K-$15K