CIRRUS LOGIC INC CRUS
COM · Common Stock · CUSIP 172755100 · ISIN US1727551004
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersAustin, TX
- Founded1981
- Websitecirrus.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 ($12.3m this quarter). Holder counts are more reliable. Shares outstanding: 53.9m as of 2024-02-02, 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 ≈ $83.19. Options: 9 managers hold calls ($11.8m notional), 10 hold puts ($5.5m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 318 |
| Q4 2022 | 334 |
| Q1 2023 | 376 |
| Q2 2023 | 343 |
| Q3 2023 | 343 |
| Q4 2023 | 367 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 171 | 135 |
| Q1 2023 | 210 | 161 |
| Q2 2023 | 160 | 218 |
| Q3 2023 | 151 | 186 |
| Q4 2023 | 169 | 161 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $72.6m | $14.5m | 0.20 |
| Q2 2023 | $48.7m | $18.8m | 0.39 |
| Q3 2023 | $23.6m | $20.6m | 0.87 |
| Q4 2023 | $11.8m | $5.5m | 0.46 |
Biggest buyers
| BlackRock Inc. | Added | +540.5k |
| Balyasny Asset Management L.P. | Added | +533.0k |
| MORGAN STANLEY | Added | +515.8k |
| AXA S.A. | Added | +176.4k |
| LMR Partners LLP | New | +175.0k |
| JPMORGAN CHASE & CO | Added | +167.0k |
| EARNEST PARTNERS LLC | Added | +158.2k |
| SEI INVESTMENTS CO | Added | +153.9k |
| DEUTSCHE BANK AG\ | Added | +109.5k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +107.7k |
Biggest sellers
| FMR LLC | Reduced | -1.9m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -287.8k |
| Walleye Capital LLC | Reduced | -217.6k |
| AMERIPRISE FINANCIAL INC | Reduced | -213.7k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | Sold out | -195.3k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -192.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -182.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -124.7k |
| Janney Montgomery Scott LLC | Sold out | -104.3k |
| Invesco Ltd. | Reduced | -102.8k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $4.5m53.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.0m48.5k shares |
| PEAK6 Investments LLC | Reduced | $1.0m12.6k shares |
| Centiva Capital, LP | Reduced | $915.1k11.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $574.0k6.9k shares |
| GROUP ONE TRADING LLC | New | $282.8k3.4k shares |
| Walleye Trading LLC | Reduced | $266.2k3.2k shares |
| Walleye Capital LLC | Reduced | $183.0k2.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.9m23.1k shares |
| CITADEL ADVISORS LLC | Reduced | $998.3k12.0k shares |
| Walleye Capital LLC | Added | $806.9k9.7k shares |
| Walleye Trading LLC | Added | $773.7k9.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $424.0k5.1k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $316.1k3.8k shares |
| JANE STREET GROUP, LLC | Reduced | $208.0k2.5k shares |
| GROUP ONE TRADING LLC | Unchanged | $16.6k200 shares |
| PEAK6 Investments LLC | Reduced | $8.3k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 9.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q4 2023
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 |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 4 | $6.6m | — |
| Q2 2022 | 0 | — | 2 | $406.9k | — |
| Q3 2022 | 0 | — | 2 | $245.6k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 7 | $7.1m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $76.0k | $76.0k |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.2m $518.7m | Reduced -64.9k |
| FMR LLC 0.04% of their portfolio | 5.6m $466.7m | Reduced -1.9m |
| BlackRock Inc. 0.01% of their portfolio | 5.6m $462.8m | Added +540.5k |
| MACKENZIE FINANCIAL CORP 0.31% of their portfolio | 2.5m $206.8m | Added +35.7k |
| STATE STREET CORP 0.01% of their portfolio | 2.1m $173.4m | Added +14.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 1.4m $113.8m | Added +38.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.3m $112.1m | Reduced -16.8k |
| LSV ASSET MANAGEMENT 0.24% of their portfolio | 1.3m $107.9m | Reduced -10.9k |
| EARNEST PARTNERS LLC 0.52% of their portfolio | 1.3m $104.7m | Added +158.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $87.5m | Added +45.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 989.2k $82.3m | Added +21.6k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 924.9k $76.9m | Reduced -182.1k |
| MACQUARIE GROUP LTD 0.08% of their portfolio | 876.2k $72.9m | Reduced -23.3k |
| MORGAN STANLEY 0.00% of their portfolio | 844.7k $70.3m | Added +515.8k |
| Balyasny Asset Management L.P. 0.16% of their portfolio | 706.5k $58.8m | Added +533.0k |
| ROYCE & ASSOCIATES LP 0.50% of their portfolio | 654.9k $54.5m | Added +40.9k |
| SEI INVESTMENTS CO 0.09% of their portfolio | 654.0k $54.4m | Added +153.9k |
| NORGES BANK 0.01% of their portfolio | 623.8k $51.9m | Added +39.2k |
| LETKO, BROSSEAU & ASSOCIATES INC 0.91% of their portfolio | 603.7k $50.2m | Reduced -10.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.25% of their portfolio | 601.8k $50.1m | Added +3.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 563.4k $46.9m | Added +8.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 480.2k $39.9m | Reduced -19.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 422.5k $35.1m | Added +167.0k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 419.0k $34.9m | Reduced -287.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 404.9k $33.7m | Reduced -5.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.16% of their portfolio | 371.8k $30.9m | Reduced -58.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 369.5k $30.7m | Reduced -213.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 357.9k $29.8m | Reduced -3.0k |
| AXA S.A. 0.05% of their portfolio | 355.4k $29.6m | Added +176.4k |
| Kodai Capital Management LP 0.55% of their portfolio | 325.4k $27.1m | First filing |
| California Public Employees Retirement System 0.02% of their portfolio | 302.1k $25.1m | Added +182 |
| ACADIAN ASSET MANAGEMENT LLC 0.09% of their portfolio | 273.2k $22.7m | Added +107.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 267.3k $22.2m | Reduced -9.4k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 240.0k $20.0m | Added +94.5k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 208.0k $17.3m | Reduced -31.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 198.0k $16.5m | Reduced -3.9k |
| LMR Partners LLP 0.37% of their portfolio | 175.0k $14.6m | New |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio | 170.0k $14.1m | Reduced -11.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 156.0k $13.0m | Reduced -3.4k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 154.5k $12.9m | Added +46.2k |
| TUDOR INVESTMENT CORP ET AL 0.16% of their portfolio | 137.8k $11.5m | Added +33.1k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 137.7k $11.5m | Reduced -26.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 135.6k $11.3m | Added +7.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 128.9k $10.7m | Added +109.5k |
| Legal & General Group Plc 0.00% of their portfolio | 128.3k $10.7m | Reduced -6.6k |
| Invesco Ltd. 0.00% of their portfolio | 124.1k $10.3m | Reduced -102.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 123.1k $10.2m | Added +5.1k |
| BARCLAYS PLC 0.01% of their portfolio | 118.1k $9.8m | Added +65.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.20% of their portfolio | 118.0k $9.8m | Reduced -94.5k |
| Swiss National Bank 0.01% of their portfolio | 107.8k $9.0m | Reduced -12.5k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 105.2k $8.8m | Reduced -4.1k |
| Smith, Graham & Co., Investment Advisors, LP 0.98% of their portfolio | 101.9k $8.5m | Reduced -621 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 101.5k $8.4m | Reduced -2.0k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 100.9k $8.4m | Added +3.4k |
| Squarepoint Ops LLC 0.03% of their portfolio | 94.1k $7.8m | Added +85.9k |
| ALGERT GLOBAL LLC 0.31% of their portfolio | 92.5k $7.7m | Added +30.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 92.4k $7.7m | Added +9.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 88.6k $7.4m | Reduced -124.7k |
| Retirement Systems of Alabama 0.03% of their portfolio | 88.2k $7.3m | Reduced -806 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 86.8k $7.2m | Added +13.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 81.8k $6.8m | Added +32.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 81.6k $6.8m | Reduced -24.6k |
| SEIZERT CAPITAL PARTNERS, LLC 0.34% of their portfolio | 81.4k $6.8m | Reduced -13.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 80.7k $6.7m | Added +2.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 75.4k $6.3m | Added +17.8k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 74.4k $6.2m | Added +3.5k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.02% of their portfolio | 72.8k $6.1m | Reduced -4.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 71.4k $5.9m | Reduced -11.6k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 69.6k $5.8m | Added +22.5k |
| Engineers Gate Manager LP 0.16% of their portfolio | 68.8k $5.7m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 62.9k $5.2m | Added +21.4k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 62.8k $5.2m | Added +12.4k |
| Quantinno Capital Management LP 0.18% of their portfolio | 62.5k $5.2m | Added +14.2k |
| Edgestream Partners, L.P. 0.37% of their portfolio | 61.9k $5.1m | Added +58.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 58.1k $4.8m | Reduced -2.5k |
| Moran Wealth Management, LLC 0.17% of their portfolio | 57.7k $4.8m | Added +1.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 55.6k $4.6m | Added +3.3k |
| State of Alaska, Department of Revenue 0.05% of their portfolio | 55.5k $4.6m | Reduced -725 |
| State of Tennessee, Department of Treasury 0.02% of their portfolio | 55.1k $4.6m | Unchanged |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 53.8k $4.5m | Reduced -3.5k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 53.7k $4.5m | Added +703 |
| UBS Group AG 0.00% of their portfolio | 50.1k $4.2m | Reduced -11.8k |
| GLOBEFLEX CAPITAL L P 0.42% of their portfolio | 49.8k $4.1m | Added +2.2k |
| GLENMEDE TRUST CO NA 0.02% of their portfolio | 47.9k $4.0m | Reduced -607 |
| HOLDERNESS INVESTMENTS CO 1.08% of their portfolio | 47.3k $3.9m | Added +250 |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 47.2k $3.9m | Added +17.4k |
| GUGGENHEIM CAPITAL LLC 0.03% of their portfolio | 46.9k $3.9m | Added +20.8k |
| Trexquant Investment LP 0.09% of their portfolio | 46.9k $3.9m | New |
| TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio | 46.6k $3.9m | Added +96 |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 45.4k $3.8m | Added +12.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 44.0k $3.7m | Reduced -2.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 43.8k $3.6m | Reduced -303 |
| Holocene Advisors, LP 0.01% of their portfolio | 43.6k $3.6m | Reduced -18.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 42.4k $3.5m | Added +162 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 42.4k $3.5m | Reduced -3.5k |
| Mariner, LLC 0.01% of their portfolio | 40.5k $3.4m | Reduced -306 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.03% of their portfolio | 39.3k $3.3m | Unchanged |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 38.9k $3.2m | Reduced -1.0k |
| Harber Asset Management LLC 0.75% of their portfolio | 38.7k $3.2m | Added +6.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 37.5k $3.1m | Added +152 |