Silicom LTD.: which funds bought and sold

Institutions that bought and sold Silicom shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 31 institutions that filed 13F reports for both quarters added to or opened positions in Silicom, and 14 cut or closed them. Together they added a net 732K shares, +42.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 90K shares (+41.4%); index fund managers were net sellers of 51K shares (−75.3%). 22 opened a new position and 2 sold out entirely.

Bought, Q2 2026 31 institutions, 22 of them new holders Sold, Q2 2026 14 institutions, 2 of them sold out

Net change, all compared +732K shares (+42.3%)

Net change, active managers +90K shares (+41.4%), 7 bought, 2 sold

Buyers versus sellers

institutions compared, 52

31 bought 7 14 sold

Active managers and hedge funds 7 bought · 2 sold · +90K

Index fund managers 1 bought · 2 sold · −51K

Other institutions 23 bought · 10 sold · +693K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Portolan Capital Management, LLC	+162K New position	162K	$7.8M
Hood River Capital Management LLC	+157K New position	157K	$7.5M
Jane Street Group, LLC	+110K +868.2%	123K	$5.9M
Palisades Investment Partners, LLC	+90K New position	90K	$4.3M
Granahan Investment Management, LLC	+68K New position	68K	$3.3M
Renaissance Technologies LLC Hedge fund	+61K +241.2%	87K	$4.2M
Connor, Clark & Lunn Investment Management Ltd.	+57K +455.7%	69K	$3.3M
Apis Capital Advisors, LLC	+44K New position	44K	$2.1M
Xtx Topco Ltd	+37K +307.1%	49K	$2.3M
Two Sigma Investments, LP Hedge fund	+34K +135.1%	59K	$2.8M
HRT Financial LP	+29K New position	29K	$1.4M
Trexquant Investment LP Hedge fund	+28K New position	28K	$1.3M
BNP Paribas Financial Markets	+24K +443.0%	30K	$1.4M
New York State Common Retirement Fund	+24K New position	24K	$1.1M
Jpmorgan Chase & Co	+22K +26084.5%	22K	$922,250
Harbor Capital Advisors, Inc.	+12K New position	12K	$591,000
Qube Research & Technologies Ltd Hedge fund	+11K New position	11K	$541,722
Citadel Advisors LLC Hedge fund	+9,506 New position	9,506	$455,718
Hidden Cove Wealth Management, LLC	+9,016 New position	9,016	$432,227
Aristides Capital LLC	+6,976 New position	6,976	$334,429

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	+61K +241.2%	87K	$4.2M
Two Sigma Investments, LP Hedge fund	+34K +135.1%	59K	$2.8M
Trexquant Investment LP Hedge fund	+28K New position	28K	$1.3M
Qube Research & Technologies Ltd Hedge fund	+11K New position	11K	$541,722
Citadel Advisors LLC Hedge fund	+9,506 New position	9,506	$455,718
American Century Companies Inc Active manager	+6,297 New position	6,297	$301,878
Arrowstreet Capital, Limited Partnership Hedge fund	+5,352 New position	5,352	$256,575

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−58K −64.3%	32K	$1.5M
Morgan Stanley	−52K −50.9%	50K	$2.4M
Northern Trust Corp Index funds	−42K Sold out	0	—
First Wilshire Securities Management Inc	−31K −9.9%	284K	$13.6M
Systematic Financial Management LP	−31K −5.8%	506K	$24.3M
Yelin Lapidot Holdings Management Ltd.	−29K −39.6%	45K	$2.1M
Herald Investment Management Ltd	−28K −22.3%	96K	$4.5M
Blackrock, Inc. Index funds	−14K −54.3%	12K	$565,164
Quadrature Capital Ltd Hedge fund	−7,958 −39.1%	12K	$594,696
Nano Cap New Millennium Growth Fund L P	−4,000 −2.1%	187K	$8.9M
Gsa Capital Partners LLP	−1,620 −13.0%	11K	$522,000
Goldman Sachs Group Inc	−1,083 −8.3%	12K	$575,568
Barclays PLC	−708 −19.3%	2,962	$141,998
Mai Capital Management	−121 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−58K −64.3%	32K	$1.5M
Quadrature Capital Ltd Hedge fund	−7,958 −39.1%	12K	$594,696

New positions

largest by value

Institution	Shares	Value June 30, 2026
Portolan Capital Management, LLC	162K	$7.8M
Hood River Capital Management LLC	157K	$7.5M
Palisades Investment Partners, LLC	90K	$4.3M
Granahan Investment Management, LLC	68K	$3.3M
Apis Capital Advisors, LLC	44K	$2.1M
HRT Financial LP	29K	$1.4M
Trexquant Investment LPHedge fund	28K	$1.3M
New York State Common Retirement Fund	24K	$1.1M
Harbor Capital Advisors, Inc.	12K	$591,000
Qube Research & Technologies LtdHedge fund	11K	$541,722

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Northern Trust CorpIndex funds	42K	$879,870
Mai Capital Management	121	$2,554

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 51
Ten largest holders: 71.6%
Index fund managers: 0.7%
Active managers and hedge funds: 12.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	2	5	0	+90K	+41.4%
Index fund managers	1	2	1	1	−51K	−75.3%
Other institutions	23	10	16	1	+693K	+47.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Silicom.

Only managers that filed a holdings report for both quarters are compared (52 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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