ASTERA LABS INC ALAB
COM · Common Stock · CUSIP 04626A103 · ISIN US04626A1034
Semiconductor company
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersSan Jose, CA
- Founded2017
- Websiteasteralabs.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($159.6m this quarter). Holder counts are more reliable. Shares outstanding: 173.5m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $479.27. Options: 47 managers hold calls ($5.8bn notional), 42 hold puts ($5.1bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 122 |
| Q2 2024 | 147 |
| Q3 2024 | 246 |
| Q4 2024 | 422 |
| Q1 2025 | 392 |
| Q2 2025 | 515 |
| Q3 2025 | 659 |
| Q4 2025 | 701 |
| Q1 2026 | 708 |
| Q2 2026 | 990 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 197 | 51 |
| Q4 2024 | 293 | 124 |
| Q1 2025 | 248 | 216 |
| Q2 2025 | 379 | 156 |
| Q3 2025 | 398 | 280 |
| Q4 2025 | 418 | 314 |
| Q1 2026 | 387 | 340 |
| Q2 2026 | 646 | 340 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.0bn | $2.4bn | 1.20 |
| Q4 2025 | $1.4bn | $1.9bn | 1.34 |
| Q1 2026 | $930.4m | $1.0bn | 1.12 |
| Q2 2026 | $5.8bn | $5.1bn | 0.88 |
Biggest buyers
| Invesco Ltd. | Added | +4.5m |
| BlackRock, Inc. | Added | +2.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.8m |
| Whale Rock Capital Management LLC | New | +1.6m |
| JPMORGAN CHASE & CO | Added | +1.3m |
| T. Rowe Price Investment Management, Inc. | New | +869.6k |
| FEDERATED HERMES, INC. | Added | +666.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +577.9k |
| BANK OF AMERICA CORP /DE/ | Added | +410.0k |
| NOMURA ASSET MANAGEMENT CO LTD | Added | +401.7k |
Biggest sellers
| Atreides Management, LP | Reduced | -2.1m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.5m |
| FRED ALGER MANAGEMENT, LLC | Reduced | -1.3m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -1.0m |
| D. E. Shaw & Co., Inc. | Reduced | -839.3k |
| Bridgewater Associates, LP | Reduced | -749.9k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -696.2k |
| FMR LLC | Reduced | -684.5k |
| UBS Group AG | Reduced | -640.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -610.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.9bn3.9m shares |
| JANE STREET GROUP, LLC | Added | $1.1bn2.2m shares |
| CITADEL ADVISORS LLC | Added | $950.9m2.0m shares |
| IMC-Chicago, LLC | Added | $568.0m1.2m shares |
| Walleye Trading LLC | Added | $143.3m296.6k shares |
| Tidal Investments LLC | New | $133.0m275.4k shares |
| Artisan Partners Limited Partnership | New | $127.4m263.8k shares |
| GROUP ONE TRADING LLC | Added | $125.9m260.7k shares |
| GOLDMAN SACHS GROUP INC | Added | $122.7m254.0k shares |
| SIMPLEX TRADING, LLC | Added | $97.2m201.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4bn2.9m shares |
| JANE STREET GROUP, LLC | Reduced | $1.0bn2.2m shares |
| CITADEL ADVISORS LLC | Added | $930.9m1.9m shares |
| IMC-Chicago, LLC | Added | $486.0m1.0m shares |
| Artisan Partners Limited Partnership | New | $115.5m239.2k shares |
| SIMPLEX TRADING, LLC | Added | $108.6m224.8k shares |
| Walleye Trading LLC | Added | $106.8m221.1k shares |
| PEAK6 LLC | Added | $91.8m190.1k shares |
| Squarepoint Ops LLC | Reduced | $85.9m177.8k shares |
| UBS Group AG | New | $84.6m175.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution filed 2026-10-07 | 9.1% |
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-07-27 | 7.4% |
| Mohan Jitendra 13G · exempt (held before listing) filed 2025-11-14 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), Gajendra Sanjay (4.5%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 8 | $277.4m | $243.5m |
| Q1 2025 | 0 | — | 6 | $56.1m | $11.1m |
| Q2 2025 | 0 | — | 7 | $150.1m | $140.9m |
| Q3 2025 | 0 | — | 7 | $227.0m | $160.1m |
| Q4 2025 | 0 | — | 6 | $48.1m | $32.7m |
| Q1 2026 | 0 | — | 5 | $38.8m | $24.9m |
| Q2 2026 | 0 | — | 7 | $434.5m | $409.5m |
| Q3 2026 | 0 | — | 5 | $178.6m | $145.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-02 | Dyckerhoff Stefan A Director · By Trust | Sold plan | $2.3m8.3k shares |
| 2026-09-02 | Dyckerhoff Stefan A Director | Sold plan | $963.7k3.5k shares |
| 2026-09-02 | Dyckerhoff Stefan A Director · By Limited Partnership (TF) | Sold plan | $181.7k661 shares |
| 2026-09-01 | ALBA MANUEL Director · By Alba Trust | Sold plan | $42.0m150.0k shares |
| 2026-09-01 | ALBA MANUEL Director · By Casa Alameda 2007, LLC | Sold plan | $9.2m33.0k shares |
| 2026-08-17 | Mohan Jitendra Chief Executive Officer, director | Sold | $30.8m90.6k shares |
| 2026-08-17 | Gajendra Sanjay President and COO, director | Sold | $30.8m90.6k shares |
| 2026-08-17 | Mazzara Philip General Counsel and Secretary | Sold | $2.3m6.8k shares |
| 2026-08-06 | Dyckerhoff Stefan A Director · By Trust | Sold plan | $2.6m8.3k shares |
| 2026-08-06 | Dyckerhoff Stefan A Director | Sold plan | $1.1m3.5k shares |
| 2026-08-06 | Dyckerhoff Stefan A Director · By Limited Partnership (TF) | Sold plan | $206.1k661 shares |
| 2026-07-01 | ALBA MANUEL Director · By Alba Trust | Sold plan | $60.5m137.0k shares |
| 2026-07-01 | ALBA MANUEL Director · By Casa Alameda 2007, LLC | Sold plan | $10.8m24.5k shares |
| 2026-07-01 | ALBA MANUEL Director · By Alba Trust | Sold plan | $6.0m13.0k shares |
| 2026-07-01 | ALBA MANUEL Director · By Casa Alameda 2007, LLC | Sold plan | $3.9m8.5k shares |
| 2026-07-01 | Dyckerhoff Stefan A Director · By Trust | Sold plan | $3.7m8.3k shares |
| 2026-07-01 | Dyckerhoff Stefan A Director | Sold plan | $1.6m3.5k shares |
| 2026-07-01 | Dyckerhoff Stefan A Director · By Limited Partnership (TF) | Sold plan | $297.4k661 shares |
| 2026-06-24 | Mayer Bethany Director | Sold plan | $271.0k686 shares |
| 2026-06-04 | LAZAR JACK R Director | Sold plan | $3.6m10.0k shares |
| 2026-06-03 | Dyckerhoff Stefan A Director · By Trust | Sold plan | $3.0m8.3k shares |
| 2026-06-03 | Dyckerhoff Stefan A Director | Sold plan | $1.3m3.5k shares |
| 2026-06-03 | Dyckerhoff Stefan A Director · By Limited Partnership (TF) | Sold plan | $240.8k661 shares |
| 2026-05-21 | Gajendra Sanjay President and COO, director · By Trust 1 | Sold plan | $116.1m400.0k shares |
| 2026-05-21 | Mazzara Philip General Counsel and Secretary | Sold | $231.7k796 shares |
| 2026-05-19 | Gajendra Sanjay President and COO, director · By Trust 1 | Sold plan | $49.9m200.0k shares |
| 2026-05-19 | Gajendra Sanjay President and COO, director · By Trust 2 | Sold plan | $9.9m40.0k shares |
| 2026-05-19 | Gajendra Sanjay President and COO, director · By Trust 3 | Sold plan | $9.9m40.0k shares |
| 2026-05-19 | Mohan Jitendra Chief Executive Officer, director · By Living Trust | Sold plan | $7.2m28.7k shares |
| 2026-05-18 | Mohan Jitendra Chief Executive Officer, director · By Living Trust | Sold plan | $24.1m111.2k shares |
The latest 30 of 54 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.52% of their portfolio | 24.8m $12.0bn | Reduced -684.5k |
| BlackRock, Inc. 0.10% of their portfolio | 13.7m $6.6bn | Added +2.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.17% of their portfolio | 7.9m $3.8bn | Added +577.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 6.7m $3.2bn | Added +386.4k |
| Invesco Ltd. 0.19% of their portfolio | 4.9m $2.4bn | Added +4.5m |
| STATE STREET CORP 0.05% of their portfolio | 3.7m $1.8bn | Added +344.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 2.8m $1.3bn | Added +287.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.12% of their portfolio | 2.4m $1.2bn | Added +1.8m |
| VAN ECK ASSOCIATES CORP 0.66% of their portfolio | 2.2m $1.1bn | Added +373.5k |
| BANK OF AMERICA CORP /DE/ 0.07% of their portfolio | 2.2m $1.1bn | Added +410.0k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 1.8m $809.7m | Added +1.3m |
| MORGAN STANLEY 0.04% of their portfolio | 1.7m $814.6m | Reduced -45.9k |
| Amundi 0.18% of their portfolio | 1.6m $768.9m | Reduced -288.9k |
| Whale Rock Capital Management LLC 6.08% of their portfolio | 1.6m $757.3m | New |
| NORGES BANK 0.07% of their portfolio | 1.4m $692.8m | Not comparable |
| CITIGROUP INC 0.30% of their portfolio | 1.4m $653.1m | Reduced -160.9k |
| Rafferty Asset Management, LLC 1.45% of their portfolio | 1.3m $638.3m | Added +375.9k |
| FRED ALGER MANAGEMENT, LLC 2.07% of their portfolio | 1.3m $620.1m | Reduced -1.3m |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 1.2m $596.1m | Reduced -146.0k |
| Atreides Management, LP 5.27% of their portfolio | 1.2m $587.7m | Reduced -2.1m |
| BARCLAYS PLC 0.17% of their portfolio | 1.1m $546.3m | Reduced -423.2k |
| MAVERICK CAPITAL LTD 4.65% of their portfolio | 1.1m $515.5m | Added +111.9k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.0m $111.5m | Reduced -1.5m |
| FEDERATED HERMES, INC. 0.65% of their portfolio | 938.3k $453.2m | Added +666.1k |
| VANGUARD FIDUCIARY TRUST CO 0.09% of their portfolio | 884.8k $427.4m | Added +33.1k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 870.8k $420.6m | Added +66.1k |
| T. Rowe Price Investment Management, Inc. 0.28% of their portfolio | 869.6k $420.0m | New |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.13% of their portfolio | 857.3k $414.1m | Added +22.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio | 854.5k $412.7m | Added +205.3k |
| NOMURA ASSET MANAGEMENT CO LTD 0.88% of their portfolio | 852.3k $411.7m | Added +401.7k |
| UBS Group AG 0.06% of their portfolio | 802.0k $387.4m | Reduced -640.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.20% of their portfolio | 792.4k $382.7m | Reduced -1.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 749.6k $362.1m | Added +88.1k |
| D. E. Shaw & Co., Inc. 0.20% of their portfolio | 680.3k $328.6m | Reduced -839.3k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 674.1k $325.6m | Reduced -56.8k |
| Legal & General Group Plc 0.06% of their portfolio | 644.8k $311.5m | Reduced -75.4k |
| Capital World Investors 0.04% of their portfolio | 616.4k $297.7m | Added +16.4k |
| MILLENNIUM MANAGEMENT LLC 0.20% of their portfolio | 604.5k $292.0m | Added +384.1k |
| FIRST TRUST ADVISORS LP 0.16% of their portfolio | 580.7k $280.5m | Added +341.7k |
| Value Aligned Research Advisors, LLC 1.64% of their portfolio | 568.3k $274.5m | Unchanged |
| Clear Street Group Inc. 0.82% of their portfolio | 539.2k $260.5m | Added +39.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.14% of their portfolio | 527.4k $254.7m | Reduced -73.1k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 499.0k $241.0m | Added +23.5k |
| Tidal Investments LLC 0.58% of their portfolio | 494.3k $238.8m | Added +86.6k |
| 1832 Asset Management L.P. 0.27% of their portfolio | 451.8k $218.2m | Reduced -398.9k |
| Swiss National Bank 0.10% of their portfolio | 384.0k $185.5m | Reduced -6.2k |
| TUDOR INVESTMENT CORP ET AL 0.72% of their portfolio | 361.0k $174.4m | Added +323.7k |
| Capital Impact Advisors, LLC 9.44% of their portfolio | 348.6k $168.4m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% of their portfolio | 345.6k $166.9m | Added +102.0k |
| Strategy Capital LLC 10.19% of their portfolio | 342.3k $165.4m | Reduced -9.9k |
| Valliance Asset Management Ltd 18.84% of their portfolio | 337.1k $162.9m | New |
| NEUBERGER BERMAN GROUP LLC 0.11% of their portfolio | 331.3k $159.3m | Added +328.1k |
| Nuveen, LLC 0.04% of their portfolio | 326.8k $157.8m | Added +46.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 322.9k $156.0m | Added +29.1k |
| Squarepoint Ops LLC 0.30% of their portfolio | 317.2k $153.2m | Added +175.7k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 316.1k $152.7m | Added +290.1k |
| Qube Research & Technologies Ltd 0.17% of their portfolio | 311.4k $150.4m | Added +276.3k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 303.5k $146.6m | Added +57.6k |
| Mirae Asset Global Investments Co., Ltd. 0.28% of their portfolio | 299.4k $144.6m | Added +103.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.10% of their portfolio | 292.7k $141.4m | Added +70.1k |
| AMAZON COM INC 3.03% of their portfolio | 277.8k $134.2m | Unchanged |
| Artisan Partners Limited Partnership 0.22% of their portfolio | 274.3k $132.5m | Reduced -286.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.12% of their portfolio | 272.5k $131.6m | Reduced -338.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 264.8k $127.9m | Reduced -15.9k |
| California Public Employees Retirement System 0.07% of their portfolio | 258.2k $124.7m | Added +46.5k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 257.7k $124.5m | Added +67.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.10% of their portfolio | 257.7k $124.5m | Reduced -280.5k |
| Stephens Investment Management Group LLC 1.32% of their portfolio | 255.0k $123.2m | Reduced -14.9k |
| Analog Century Management LP 4.48% of their portfolio | 253.6k $122.5m | Reduced -250.7k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.39% of their portfolio | 249.3k $120.4m | Reduced -610.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 248.9k $120.2m | Added +150.0k |
| Pacer Advisors, Inc. 0.31% of their portfolio | 246.7k $119.1m | Added +145.3k |
| BAILLIE GIFFORD & CO 0.10% of their portfolio | 218.4k $105.5m | Reduced -26.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 216.7k $104.7m | Added +94.1k |
| Defiance ETFs, LLC 1.28% of their portfolio | 212.9k $91.7m | Reduced -52.5k |
| Penserra Capital Management LLC 0.78% of their portfolio | 209.6k $101.3m | Reduced -47.2k |
| National Pension Service 0.07% of their portfolio | 209.4k $101.2m | Reduced -54.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 208.9k $100.9m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio | 207.4k $100.2m | Added +4.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 202.7k $97.9m | Added +16.1k |
| LORD, ABBETT & CO. LLC 0.28% of their portfolio | 200.7k $96.9m | Added +25.3k |
| ALKEON CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 200.0k $96.6m | Unchanged |
| E Fund Management Co., Ltd. 2.13% of their portfolio | 196.9k $95.1m | New |
| Driehaus Capital Management LLC 0.54% of their portfolio | 194.6k $94.0m | New |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 192.5k $93.0m | Added +60.2k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 183.3k $88.5m | Added +24.6k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 179.0k $86.4m | Added +48.4k |
| SALEM INVESTMENT COUNSELORS INC 2.14% of their portfolio | 178.9k $86.4m | Reduced -6.0k |
| WT Asset Management Ltd 1.71% of their portfolio | 178.7k $86.3m | New |
| TimesSquare Capital Management, LLC 1.25% of their portfolio | 175.9k $84.9m | New |
| SEI INVESTMENTS CO 0.07% of their portfolio | 173.2k $83.7m | Reduced -72.5k |
| ProShare Advisors LLC 0.12% of their portfolio | 168.5k $81.4m | Added +156.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.15% of their portfolio | 161.4k $78.0m | New |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 158.9k $76.8m | Added +61.8k |
| LPL Financial LLC 0.02% of their portfolio | 157.1k $75.9m | Reduced -46.9k |
| TD Asset Management Inc 0.07% of their portfolio | 156.8k $75.7m | Added +130.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.70% of their portfolio | 154.6k $74.7m | Reduced -533.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 153.4k $74.1m | Added +24.0k |
| NOMURA HOLDINGS INC 0.31% of their portfolio | 153.2k $74.0m | Added +144.5k |
| Forest Avenue Capital Management LP 3.03% of their portfolio | 149.3k $72.1m | New |