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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 18,855 | $516.8K | 0.03% | −6,605−25.9% | Reduced |
| BIP Wealth, LLC | 18,910 | $518.3K | 0.02% | −950−4.8% | Reduced |
| MetLife Investment Management | 19,598 | $537.2K | 0.00% | +1,905+10.8% | Added |
| Invesco Ltd. | 19,757 | $541.5K | 0.00% | −1,605−7.5% | Reduced |
| GSG Advisors LLC | 20,000 | $548.2K | 0.14% | 00.0% | Unchanged |
| Simplex Trading, LLC | 20,033 | $549.1K | 0.02% | +20,033 | New |
| Jefferies Financial Group Inc. | 20,352 | $557.8K | 0.01% | +20,352 | New |
| Wells Fargo & Company | 21,096 | $578.2K | 0.00% | −18,275−46.4% | Reduced |
| Commonwealth Equity Services, LLC | 21,982 | $602.5K | 0.00% | −40,783−65.0% | Reduced |
| Prelude Capital Management, LLC | 22,500 | $616.7K | 0.05% | +22,500 | New |
| Vanguard Asset Management, Ltd | 23,701 | $649.6K | 0.00% | +23,701 | New |
| Toroso Investments, LLC | 25,041 | $686.4K | 0.00% | +25,041 | New |
| Perkins Capital Management Inc | 26,400 | $723.6K | 0.68% | −107,250−80.2% | Reduced |
| Blackstone Group Inc. | 27,463 | $752.8K | 0.00% | +27,463 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,520 | $754.3K | 0.00% | −11,305−29.1% | Reduced |
| CSS LLC | 28,534 | $782.1K | 0.04% | +28,534 | New |
| Legal & General Group Plc | 28,966 | $794.0K | 0.00% | +2,868+11.0% | Added |
| Boothbay Fund Management, LLC | 30,000 | $822.3K | 0.02% | −13,007−30.2% | Reduced |
| SBI Securities Co., Ltd. | 30,766 | $843.3K | 0.02% | −26,914−46.7% | Reduced |
| AQR Capital Management LLC | 30,846 | $845.5K | 0.00% | −14,709−32.3% | Reduced |
| Water Island Capital LLC | 34,536 | $946.6K | 0.13% | +34,536 | New |
| Price T Rowe Associates Inc | 34,838 | $956.0K | 0.00% | +10,120+40.9% | Added |
| Creative Planning | 38,032 | $1.04M | 0.00% | −976−2.5% | Reduced |
| Barclays PLC | 38,540 | $1.06M | 0.00% | −11,462−22.9% | Reduced |
| ExodusPoint Capital Management, LP | 39,449 | $1.08M | 0.01% | +39,449 | New |
| One68 Global Capital, LLC | 40,000 | $1.10M | 3.55% | +40,000 | New |
| UBS Asset Management Americas Inc | 40,637 | $1.11M | 0.00% | +11,021+37.2% | Added |
| Point72 Asset Management, L.P. | 41,675 | $1.14M | 0.00% | +30,753+281.6% | Added |
| Franklin Resources Inc | 41,951 | $1.15M | 0.00% | −13,785−24.7% | Reduced |
| Engineers Gate Manager LP | 44,150 | $1.21M | 0.02% | −202−0.5% | Reduced |
| Marex Group plc | 45,501 | $1.25M | 0.01% | −61,235−57.4% | Reduced |
| California State Teachers Retirement System | 46,046 | $1.26M | 0.00% | +17,827+63.2% | Added |
| Quantinno Capital Management LP | 46,257 | $1.27M | 0.00% | +858+1.9% | Added |
| Yakira Capital Management, Inc. | 48,000 | $1.32M | 0.39% | +48,000 | New |
| TCG Advisory Services, LLC | 49,322 | $1.35M | 0.03% | −7,875−13.8% | Reduced |
| Rhumbline Advisers | 49,324 | $1.35M | 0.00% | +5,913+13.6% | Added |
| 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 |
| Mint Tower Capital Management B.V. | 50,000 | $1.37M | 0.14% | +50,000 | New |
| Quantbot Technologies LP | 51,315 | $1.41M | 0.06% | +51,315 | New |
| Harvest Management LLC | 51,600 | $1.41M | 0.75% | +51,600 | New |
| Two Sigma Investments, LP | 53,550 | $1.47M | 0.00% | −27,553−34.0% | Reduced |
| K2 Principal Fund, L.P. | 54,653 | $1.50M | 0.16% | +54,653 | New |
| Algert Global LLC | 59,342 | $1.63M | 0.02% | −6,698−10.1% | Reduced |
| Trexquant Investment LP | 62,722 | $1.72M | 0.01% | −308,682−83.1% | Reduced |
| Lazard Asset Management LLC | 68,043 | $1.87M | 0.00% | −103,845−60.4% | Reduced |
| Swiss National Bank | 72,000 | $1.97M | 0.00% | +14,900+26.1% | Added |
| Tudor Investment Corp Et Al | 77,351 | $2.12M | 0.01% | −126,138−62.0% | Reduced |
| Carmignac Gestion | 84,106 | $2.31M | 0.04% | +84,106 | New |
| Mangrove Partners | 87,187 | $2.39M | 0.19% | +87,187 | New |
| Principal Financial Group Inc | 93,637 | $2.57M | 0.00% | +34,245+57.7% | Added |
| FNY Investment Advisers, LLC | 100,000 | $2.74M | 1.22% | +89,734+874.1% | Added |
| Group One Trading, L.P. | 100,235 | $2.75M | 0.09% | +26,855+36.6% | Added |
| Deeter Investments LLP | 100,242 | $2.75M | 0.48% | +100,242 | New |
| Moore Capital Management, LP | 100,759 | $2.76M | 0.10% | +100,759 | New |
| Bank of New York Mellon Corp | 103,608 | $2.84M | 0.00% | +11,235+12.2% | Added |
| New York State Common Retirement Fund | 104,962 | $2.88M | 0.00% | +98,000+1,407.6% | Added |
| Deutsche Bank AG | 106,452 | $2.92M | 0.00% | +19,695+22.7% | Added |
| Bank of America Corp | 117,856 | $3.23M | 0.00% | +8,181+7.5% | Added |
| Vazirani Asset Management LLC | 125,000 | $3.43M | 7.90% | +125,000 | New |
| Gabelli & Co Investment Advisers, Inc. | 135,600 | $3.72M | 0.55% | +135,600 | New |
| Gabelli Funds LLC | 147,228 | $4.04M | 0.03% | +86,026+140.6% | Added |
| JPMorgan Chase & Co | 170,103 | $4.45M | 0.00% | +157,201+1,218.4% | Added |
| Morgan Stanley | 178,206 | $4.88M | 0.00% | −639,621−78.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 183,263 | $5.02M | 0.24% | −545,893−74.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 185,000 | $5.07M | 0.01% | +123,178+199.2% | Added |
| Hudson Bay Capital Management LP | 201,500 | $5.52M | 0.03% | +201,500 | New |
| Susquehanna International Group, LLP | 203,091 | $5.57M | 0.01% | −120,553−37.2% | Reduced |
| Vanguard Fiduciary Trust Co | 210,081 | $5.76M | 0.00% | +210,081 | New |
| Vanguard Portfolio Management LLC | 231,963 | $6.36M | 0.00% | +231,963 | New |
| Charles Schwab Investment Management Inc | 249,920 | $6.85M | 0.00% | +11,579+4.9% | Added |
| Citigroup Inc | 256,733 | $7.04M | 0.00% | +214,410+506.6% | Added |
| Palisades Investment Partners, LLC | 260,896 | $7.15M | 2.80% | +260,896 | New |
| Dimensional Fund Advisors LP | 281,858 | $7.73M | 0.00% | −105,697−27.3% | Reduced |
| Northern Trust Corp | 284,758 | $7.81M | 0.00% | +51,961+22.3% | Added |
| Emerald Advisers, LLC | 286,767 | $7.86M | 0.25% | −1,032,346−78.3% | Reduced |
| Voleon Capital Management LP | 345,192 | $9.46M | 0.20% | +315,378+1,057.8% | Added |
| Jane Street Group, LLC | 405,010 | $11.1M | 0.01% | +196,171+93.9% | Added |
| D. E. Shaw & Co., Inc. | 449,601 | $12.3M | 0.01% | +100,818+28.9% | Added |
| Qube Research & Technologies Ltd | 586,472 | $16.1M | 0.02% | +476,733+434.4% | Added |
| Nuveen, LLC | 629,042 | $17.2M | 0.00% | −16,651−2.6% | Reduced |
| Woodline Partners LP | 668,889 | $18.3M | 0.07% | +668,889 | New |
| Geode Capital Management, LLC | 802,694 | $22.0M | 0.00% | +92,562+13.0% | Added |
| Glazer Capital, LLC | 846,974 | $23.2M | 0.49% | +846,974 | New |
| Man Group plc | 860,093 | $23.6M | 0.05% | +860,093 | New |
| Alliancebernstein L.P. | 1,347,349 | $24.5M | 0.01% | +1,322,999+5,433.3% | Added |
| Goldman Sachs Group Inc | 901,221 | $24.7M | 0.00% | +273,088+43.5% | Added |
| Millennium Management LLC | 905,432 | $24.8M | 0.02% | +576,335+175.1% | Added |
| CNH Partners LLC | 950,962 | $26.1M | 0.43% | +950,962 | New |
| Magnetar Financial LLC | 1,175,584 | $32.2M | 0.33% | +1,175,584 | New |
| UBS Group AG | 1,187,422 | $32.5M | 0.01% | +1,075,729+963.1% | Added |
| Alpine Associates Management Inc. | 1,228,100 | $33.7M | 1.98% | +1,228,100 | New |
| American Century Companies Inc | 1,364,638 | $37.4M | 0.02% | +908,611+199.2% | Added |
| State Street Corp | 1,473,228 | $40.4M | 0.00% | +262,555+21.7% | Added |
| Vanguard Capital Management LLC | 1,527,134 | $41.9M | 0.00% | +1,527,134 | New |
| Balyasny Asset Management LLC | 2,399,067 | $65.8M | 0.13% | +2,379,018+11,866.0% | Added |
| BlackRock, Inc. | 2,556,741 | $70.1M | 0.00% | +240,444+10.4% | Added |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −2,374,374−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −1,564,775−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,170,000−100.0% | Sold out |