Gotham Asset Management Increases Stake in Skyworks Solutions

Institutional investor adds over 123,000 shares of semiconductor manufacturer

Mar. 16, 2026 at 10:39am

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Gotham Asset Management LLC, an institutional investor, increased its position in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 25.8% during the third quarter, according to a recent SEC filing. The firm now owns 600,530 shares of the semiconductor manufacturer's stock, worth approximately $46.2 million.

Why it matters

Skyworks Solutions is a major player in the semiconductor industry, providing radio frequency and mobile communications components to a wide range of customers. Institutional investor activity in the stock can signal broader market trends and investor sentiment around the company's performance and future prospects.

The details

According to the filing, Gotham Asset Management purchased an additional 123,145 shares of Skyworks Solutions during the third quarter, bringing its total stake to approximately 0.4% of the company's outstanding shares. The move comes as Skyworks Solutions' stock price has faced some pressure, with the share price declining from a 52-week high of $90.90 to around $54.74 as of the most recent trading session.

  • Gotham Asset Management increased its position in Skyworks Solutions during the third quarter of 2026.

The players

Gotham Asset Management LLC

An institutional investment firm that manages over $600 million in assets.

Skyworks Solutions, Inc.

A leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency and mobile communications markets.

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The takeaway

Gotham Asset Management's increased stake in Skyworks Solutions suggests the institutional investor sees value in the semiconductor company's long-term prospects, despite the recent stock price decline. This could signal broader investor confidence in Skyworks' ability to navigate industry challenges and capitalize on growth opportunities in the mobile and IoT markets.