The cluster is small in scale and lacks insider corroboration, limiting conviction. Monitor upcoming 10-Q for fundamental drivers that may explain the accumulation, and watch for any 13D filings that would indicate activist intent.
Executive Summary
Three institutional asset managers increased their LSCC positions in Q3 2026, with two doubling their stakes, while one small manager trimmed. The net buying of $33.7M is modest relative to the $14.7B market cap, and the 45-day reporting lag means positions may have changed since quarter-end. No insider buying corroborates the institutional accumulation.
Key Financial Metrics
Institutional Positions
Net institutional flow: $33.7M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Artemis Investment Management | DOUBLED | +142% | $61.2M | $30.4M |
| Assenagon Asset Management | ADD | +34.2% | $27.2M | $2.5M |
| Sumitomo Mitsui Trust Group | DOUBLED | +166.2% | $1.3M | $718.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | TRIM | -32.3% | $588.0K | -$261.0K |
Key Facts
- Three institutional buyers added $33.7M net in Q3 2026, led by Artemis Investment Management doubling its stake to $61.2M
- Sumitomo Mitsui Trust Group doubled its position to $1.3M
- Assenagon Asset Management added 34.2% to $27.2M
- One seller (Farther Finance Advisors) trimmed by $261K
- No open-market insider buying was detected in the same period
Financial Impact
Net institutional buying of $33.7M, representing approximately 0.23% of LSCC's $14.7B market cap
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to confirm the institutional thesis
- Cluster is small relative to market cap and dominated by asset managers, not activists or event-driven funds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-LSCC-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | 8-K/A | $96.39 | awaiting T+5 | awaiting T+5 | No price |
Oct 30, 2026 2d ago | 3 | $91.81 | awaiting T+5 | awaiting T+5 | No price |
Oct 30, 2026 2d ago | 3 | $92.32 | awaiting T+5 | awaiting T+5 | No price |
Oct 29, 2026 3d ago | Institutional Cluster | $103.00 | awaiting T+5 | awaiting T+5 | No price |
Oct 27, 2026 5d ago | Institutional Cluster | $104.17 | awaiting T+5 | awaiting T+5 | No price |
Oct 22, 2026 10d ago | 8-K | $96.40 $101.96 | ▲ +5.76% | ▲ +5.06% | No price |
Oct 13, 2026 19d ago | S-3ASR | $115.00 $107.79 | ▼ −6.27% | ▼ −6.72% | No price |
Oct 13, 2026 19d ago | 8-K/A | $115.00 $107.79 | ▼ −6.27% | ▼ −6.72% | No price |
Aug 19, 2026 10w ago | Insider Cluster | $117.68 $119.34 | ▲ +1.41% | ▲ +1.80% | No price |
Jun 30, 2026 17w ago | 8-K | $146.30 $130.60 | ▼ −10.73% | ▼ −10.99% | No price |
US Market Status
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