SkyWater Technology, LLC
SKYTDelisted Jul 31, 2026- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001819974
SkyWater Technology, LLC was delisted on Jul 31, 2026; its insiders filed their last Form 4 on Jul 31, 2026; 191 institutions reported holding it in 13F filings for Q2 2026, worth $1.16B in total; Maverick Capital was the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in SkyWater Technology, LLC as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 197
- +14 vs. Q4 2025
- Shares held
- 29.7M
- +7.48M (+33.7%) vs. Q4 2025
- Total value
- $801.0M
- +$397.3M (+98.4%) vs. Q4 2025
- New holders
- 62
- 56 more added
- Sold out
- 48
- 54 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SKYT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 191 | $1.16B |
| Q1 2026 | 197 | $801.0M |
| Q4 2025 | 186 | $443.7M |
| Q3 2025 | 143 | $415.5M |
| Q2 2025 | 142 | $166.4M |
| Q1 2025 | 135 | $104.0M |
| Q4 2024 | 141 | $184.1M |
| Q3 2024 | 125 | $114.3M |
| Q2 2024 | 103 | $85.7M |
| Q1 2024 | 103 | $105.6M |
| Q4 2023 | 88 | $93.7M |
| Q3 2023 | 91 | $53.4M |
| Q2 2023 | 94 | $84.9M |
| Q1 2023 | 93 | $96.5M |
| Q4 2022 | 71 | $44.7M |
| Q3 2022 | 65 | $36.8M |
| Q2 2022 | 52 | $24.7M |
| Q1 2022 | 56 | $63.2M |
| Q4 2021 | 62 | $114.2M |
| Q3 2021 | 53 | $190.6M |
| Q2 2021 | 51 | $216.9M |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding SkyWater Technology, LLC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,556,741 | $70.1M | 0.00% | +240,444+10.4% | Added |
| Balyasny Asset Management LLC | 2,399,067 | $65.8M | 0.13% | +2,379,018+11,866.0% | Added |
| Vanguard Capital Management LLC | 1,527,134 | $41.9M | 0.00% | +1,527,134 | New |
| State Street Corp | 1,473,228 | $40.4M | 0.00% | +262,555+21.7% | Added |
| American Century Companies Inc | 1,364,638 | $37.4M | 0.02% | +908,611+199.2% | Added |
| Alpine Associates Management Inc. | 1,228,100 | $33.7M | 1.98% | +1,228,100 | New |
| UBS Group AG | 1,187,422 | $32.5M | 0.01% | +1,075,729+963.1% | Added |
| Magnetar Financial LLC | 1,175,584 | $32.2M | 0.33% | +1,175,584 | New |
| CNH Partners LLC | 950,962 | $26.1M | 0.43% | +950,962 | New |
| Millennium Management LLC | 905,432 | $24.8M | 0.02% | +576,335+175.1% | Added |
| Goldman Sachs Group Inc | 901,221 | $24.7M | 0.00% | +273,088+43.5% | Added |
| Alliancebernstein L.P. | 1,347,349 | $24.5M | 0.01% | +1,322,999+5,433.3% | Added |
| Man Group plc | 860,093 | $23.6M | 0.05% | +860,093 | New |
| Glazer Capital, LLC | 846,974 | $23.2M | 0.49% | +846,974 | New |
| Geode Capital Management, LLC | 802,694 | $22.0M | 0.00% | +92,562+13.0% | Added |
| Woodline Partners LP | 668,889 | $18.3M | 0.07% | +668,889 | New |
| Nuveen, LLC | 629,042 | $17.2M | 0.00% | −16,651−2.6% | Reduced |
| Qube Research & Technologies Ltd | 586,472 | $16.1M | 0.02% | +476,733+434.4% | Added |
| D. E. Shaw & Co., Inc. | 449,601 | $12.3M | 0.01% | +100,818+28.9% | Added |
| Jane Street Group, LLC | 405,010 | $11.1M | 0.01% | +196,171+93.9% | Added |
| Voleon Capital Management LP | 345,192 | $9.46M | 0.20% | +315,378+1,057.8% | Added |
| Emerald Advisers, LLC | 286,767 | $7.86M | 0.25% | −1,032,346−78.3% | Reduced |
| Northern Trust Corp | 284,758 | $7.81M | 0.00% | +51,961+22.3% | Added |
| Dimensional Fund Advisors LP | 281,858 | $7.73M | 0.00% | −105,697−27.3% | Reduced |
| Palisades Investment Partners, LLC | 260,896 | $7.15M | 2.80% | +260,896 | New |
| Citigroup Inc | 256,733 | $7.04M | 0.00% | +214,410+506.6% | Added |
| Charles Schwab Investment Management Inc | 249,920 | $6.85M | 0.00% | +11,579+4.9% | Added |
| Vanguard Portfolio Management LLC | 231,963 | $6.36M | 0.00% | +231,963 | New |
| Vanguard Fiduciary Trust Co | 210,081 | $5.76M | 0.00% | +210,081 | New |
| Susquehanna International Group, LLP | 203,091 | $5.57M | 0.01% | −120,553−37.2% | Reduced |
| Hudson Bay Capital Management LP | 201,500 | $5.52M | 0.03% | +201,500 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 185,000 | $5.07M | 0.01% | +123,178+199.2% | Added |
| Emerald Mutual Fund Advisers Trust | 183,263 | $5.02M | 0.24% | −545,893−74.9% | Reduced |
| Morgan Stanley | 178,206 | $4.88M | 0.00% | −639,621−78.2% | Reduced |
| JPMorgan Chase & Co | 170,103 | $4.45M | 0.00% | +157,201+1,218.4% | Added |
| Gabelli Funds LLC | 147,228 | $4.04M | 0.03% | +86,026+140.6% | Added |
| Gabelli & Co Investment Advisers, Inc. | 135,600 | $3.72M | 0.55% | +135,600 | New |
| Vazirani Asset Management LLC | 125,000 | $3.43M | 7.90% | +125,000 | New |
| Bank of America Corp | 117,856 | $3.23M | 0.00% | +8,181+7.5% | Added |
| Deutsche Bank AG | 106,452 | $2.92M | 0.00% | +19,695+22.7% | Added |
| New York State Common Retirement Fund | 104,962 | $2.88M | 0.00% | +98,000+1,407.6% | Added |
| Bank of New York Mellon Corp | 103,608 | $2.84M | 0.00% | +11,235+12.2% | Added |
| Moore Capital Management, LP | 100,759 | $2.76M | 0.10% | +100,759 | New |
| Deeter Investments LLP | 100,242 | $2.75M | 0.48% | +100,242 | New |
| Group One Trading, L.P. | 100,235 | $2.75M | 0.09% | +26,855+36.6% | Added |
| FNY Investment Advisers, LLC | 100,000 | $2.74M | 1.22% | +89,734+874.1% | Added |
| Principal Financial Group Inc | 93,637 | $2.57M | 0.00% | +34,245+57.7% | Added |
| Mangrove Partners | 87,187 | $2.39M | 0.19% | +87,187 | New |
| Carmignac Gestion | 84,106 | $2.31M | 0.04% | +84,106 | New |
| Tudor Investment Corp Et Al | 77,351 | $2.12M | 0.01% | −126,138−62.0% | Reduced |
| Swiss National Bank | 72,000 | $1.97M | 0.00% | +14,900+26.1% | Added |
| Lazard Asset Management LLC | 68,043 | $1.87M | 0.00% | −103,845−60.4% | Reduced |
| Trexquant Investment LP | 62,722 | $1.72M | 0.01% | −308,682−83.1% | Reduced |
| Algert Global LLC | 59,342 | $1.63M | 0.02% | −6,698−10.1% | Reduced |
| K2 Principal Fund, L.P. | 54,653 | $1.50M | 0.16% | +54,653 | New |
| Two Sigma Investments, LP | 53,550 | $1.47M | 0.00% | −27,553−34.0% | Reduced |
| Harvest Management LLC | 51,600 | $1.41M | 0.75% | +51,600 | New |
| Quantbot Technologies LP | 51,315 | $1.41M | 0.06% | +51,315 | New |
| Mint Tower Capital Management B.V. | 50,000 | $1.37M | 0.14% | +50,000 | New |
| Toronto Dominion Bank | 50,000 | $1.37M | 0.00% | +50,000 | New |
| Alpine Global Management, LLC | 50,000 | $1.37M | 0.21% | +50,000 | New |
| Rhumbline Advisers | 49,324 | $1.35M | 0.00% | +5,913+13.6% | Added |
| TCG Advisory Services, LLC | 49,322 | $1.35M | 0.03% | −7,875−13.8% | Reduced |
| Yakira Capital Management, Inc. | 48,000 | $1.32M | 0.39% | +48,000 | New |
| Quantinno Capital Management LP | 46,257 | $1.27M | 0.00% | +858+1.9% | Added |
| California State Teachers Retirement System | 46,046 | $1.26M | 0.00% | +17,827+63.2% | Added |
| Marex Group plc | 45,501 | $1.25M | 0.01% | −61,235−57.4% | Reduced |
| Engineers Gate Manager LP | 44,150 | $1.21M | 0.02% | −202−0.5% | Reduced |
| Franklin Resources Inc | 41,951 | $1.15M | 0.00% | −13,785−24.7% | Reduced |
| Point72 Asset Management, L.P. | 41,675 | $1.14M | 0.00% | +30,753+281.6% | Added |
| UBS Asset Management Americas Inc | 40,637 | $1.11M | 0.00% | +11,021+37.2% | Added |
| One68 Global Capital, LLC | 40,000 | $1.10M | 3.55% | +40,000 | New |
| ExodusPoint Capital Management, LP | 39,449 | $1.08M | 0.01% | +39,449 | New |
| Barclays PLC | 38,540 | $1.06M | 0.00% | −11,462−22.9% | Reduced |
| Creative Planning | 38,032 | $1.04M | 0.00% | −976−2.5% | Reduced |
| Price T Rowe Associates Inc | 34,838 | $956.0K | 0.00% | +10,120+40.9% | Added |
| Water Island Capital LLC | 34,536 | $946.6K | 0.13% | +34,536 | New |
| AQR Capital Management LLC | 30,846 | $845.5K | 0.00% | −14,709−32.3% | Reduced |
| SBI Securities Co., Ltd. | 30,766 | $843.3K | 0.02% | −26,914−46.7% | Reduced |
| Boothbay Fund Management, LLC | 30,000 | $822.3K | 0.02% | −13,007−30.2% | Reduced |
| Legal & General Group Plc | 28,966 | $794.0K | 0.00% | +2,868+11.0% | Added |
| CSS LLC | 28,534 | $782.1K | 0.04% | +28,534 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,520 | $754.3K | 0.00% | −11,305−29.1% | Reduced |
| Blackstone Group Inc. | 27,463 | $752.8K | 0.00% | +27,463 | New |
| Perkins Capital Management Inc | 26,400 | $723.6K | 0.68% | −107,250−80.2% | Reduced |
| Toroso Investments, LLC | 25,041 | $686.4K | 0.00% | +25,041 | New |
| Vanguard Asset Management, Ltd | 23,701 | $649.6K | 0.00% | +23,701 | New |
| Prelude Capital Management, LLC | 22,500 | $616.7K | 0.05% | +22,500 | New |
| Commonwealth Equity Services, LLC | 21,982 | $602.5K | 0.00% | −40,783−65.0% | Reduced |
| Wells Fargo & Company | 21,096 | $578.2K | 0.00% | −18,275−46.4% | Reduced |
| Jefferies Financial Group Inc. | 20,352 | $557.8K | 0.01% | +20,352 | New |
| Simplex Trading, LLC | 20,033 | $549.1K | 0.02% | +20,033 | New |
| GSG Advisors LLC | 20,000 | $548.2K | 0.14% | 00.0% | Unchanged |
| Invesco Ltd. | 19,757 | $541.5K | 0.00% | −1,605−7.5% | Reduced |
| MetLife Investment Management | 19,598 | $537.2K | 0.00% | +1,905+10.8% | Added |
| BIP Wealth, LLC | 18,910 | $518.3K | 0.02% | −950−4.8% | Reduced |
| CWM Advisors, LLC | 18,855 | $516.8K | 0.03% | −6,605−25.9% | Reduced |
| LMR Partners LLP | 18,800 | $515.3K | 0.00% | +18,800 | New |
| Marshall Wace, LLP | 18,600 | $509.8K | 0.00% | −37,500−66.8% | Reduced |
| Canada Pension Plan Investment Board | 17,400 | $476.9K | 0.00% | +6,200+55.4% | Added |