Monitor for any future conversion to Schedule 13D, which would signal activist intent. For now, the filing confirms passive institutional accumulation, which is neutral for the stock.
Price Chart
Executive Summary
Pzena Investment Management LLC filed an amended Schedule 13G disclosing a 9.3% passive stake in Skyworks Solutions as of September 30, 2026, representing 13,959,665 shares. This is an increase from the prior filing by FMR LLC (12.6% stake) and Capital World Investors (undisclosed amount), indicating continued institutional accumulation. The filing confirms passive intent with no activist conversion.
Key Financial Metrics
Key Facts
- Pzena Investment Management LLC reported beneficial ownership of 13,959,665 shares of Skyworks Solutions common stock as of September 30, 2026.
- The stake represents 9.3% of shares outstanding.
- The filing is an amendment to Schedule 13G, confirming passive investment intent under Rule 13d-1(b).
- No single client of Pzena holds more than 5% of the class.
Financial Impact
Pzena's stake of 13,959,665 shares at 9.3% is a material passive position but represents no change in control intent.
Risk Factors
- Pzena could later convert to an activist filer (Schedule 13D), though no such indication exists.
- A reduction in stake below 5% in future filings could signal loss of conviction.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001027796-26-000061 |
| Document: 0001027796-26-000061-index.html | 0001027796-26-000061 |
| Document: 0001027796-26-000061.txt | 0001027796-26-000061 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | SC 13G/A | $80.23 $83.34 | ▲ +3.88% | ▲ +4.02% | $83.34 (+3.88%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $83.34 (+3.21%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $83.34 (+3.21%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $83.34 (+3.21%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $83.34 (+3.21%) |
Oct 7, 2026 19d ago | 8-K | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $83.34 (+3.21%) |
Oct 7, 2026 19d ago | SC 13G | $83.43 $76.89 | ▼ −7.84% | ▼ −6.86% | $83.34 (−0.11%) |
Oct 6, 2026 20d ago | SC 13G | $83.43 $76.89 | ▼ −7.84% | ▼ −6.86% | $83.34 (−0.11%) |
Oct 5, 2026 22d ago | 8-K | $83.91 $74.70 | ▼ −10.98% | ▼ −11.40% | $83.34 (−0.68%) |
Oct 5, 2026 22d ago | Press Release | $83.91 $74.70 | ▼ −10.98% | ▼ −11.40% | $83.34 (−0.68%) |
US Market Status
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