Neo Ivy Capital Management Boosts Cirrus Logic Stake

Investment firm increases holdings in semiconductor company by over 400%

Published on Mar. 8, 2026

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Neo Ivy Capital Management raised its stake in Cirrus Logic, Inc. (NASDAQ:CRUS) by 426.8% in the third quarter, according to a recent SEC filing. The firm now owns 9,192 shares of the semiconductor company's stock, worth $1.15 million as of the filing.

Why it matters

Cirrus Logic is a leading provider of audio and voice processing chips for consumer electronics. The significant increase in Neo Ivy's position suggests the investment firm sees strong growth potential in the company's products and future outlook.

The details

According to the filing, Neo Ivy Capital Management acquired an additional 7,447 shares of Cirrus Logic during the third quarter, bringing its total holdings to 9,192 shares. This represents a 426.8% increase from the previous quarter. Cirrus Logic's stock has seen strong performance, rising over 70% in the past year as the company benefits from increasing demand for its audio and voice solutions in smartphones, tablets, and other devices.

  • Neo Ivy Capital Management filed the 13F report disclosing the increased Cirrus Logic stake on March 8, 2026.
  • The firm acquired the additional 7,447 shares in the third quarter of 2025.

The players

Neo Ivy Capital Management

An investment management firm that focuses on technology and semiconductor stocks.

Cirrus Logic, Inc.

A fabless semiconductor company that specializes in high-precision analog and mixed-signal processing solutions, particularly for audio and voice applications in consumer electronics.

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The takeaway

Neo Ivy Capital Management's significant increase in its Cirrus Logic stake suggests the investment firm sees strong growth potential in the semiconductor company's audio and voice processing technologies, which are in high demand for smartphones, tablets, and other consumer devices.