SILICOM LTD SILC
ORD · Common Stock · CUSIP M84116108
- SectorTechnology
- IndustryComputer Communications Equipment
- 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 ($1.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.86.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 56 |
| Q4 2022 | 64 |
| Q1 2023 | 61 |
| Q2 2023 | 58 |
| Q3 2023 | 48 |
| Q4 2023 | 37 |
| Q1 2024 | 33 |
| Q2 2024 | 36 |
| Q3 2024 | 25 |
| Q4 2024 | 31 |
| Q1 2025 | 33 |
| Q2 2025 | 32 |
| Q3 2025 | 29 |
| Q4 2025 | 29 |
| Q1 2026 | 31 |
| Q2 2026 | 51 |
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 | 9 | 19 |
| Q4 2024 | 14 | 11 |
| Q1 2025 | 13 | 10 |
| Q2 2025 | 11 | 17 |
| Q3 2025 | 9 | 15 |
| Q4 2025 | 12 | 16 |
| Q1 2026 | 15 | 15 |
| Q2 2026 | 31 | 15 |
Biggest buyers
| Portolan Capital Management, LLC | New | +162.5k |
| Hood River Capital Management LLC | New | +157.3k |
| JANE STREET GROUP, LLC | Added | +109.9k |
| Palisades Investment Partners, LLC | New | +90.3k |
| Granahan Investment Management, LLC | New | +68.5k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +61.4k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +56.6k |
| Apis Capital Advisors, LLC | New | +44.0k |
| XTX Topco Ltd | Added | +36.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +33.8k |
Biggest sellers
| MARSHALL WACE, LLP | Reduced | -57.8k |
| MORGAN STANLEY | Reduced | -52.1k |
| NORTHERN TRUST CORP | Sold out | -41.7k |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | Reduced | -31.4k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Reduced | -31.0k |
| Yelin Lapidot Holdings Management Ltd. | Reduced | -29.2k |
| HERALD INVESTMENT MANAGEMENT Ltd | Reduced | -27.5k |
| BlackRock, Inc. | Reduced | -14.0k |
| Quadrature Capital Ltd | Reduced | -8.0k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | Reduced | -4.0k |
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 |
|---|---|
| SYSTEMATIC FINANCIAL MANAGEMENT LP 13G · institution +1.3 pts · filed 2026-02-10 | 9.7% |
Eizenman Avinoam
13D · may seek influence
new · filed 2026-04-20
Stated purposeThe Reporting Person's beneficial ownership increased above 5% because certain RSUs and options that he holds will vest over the next 60-days. The Reporting Person holds the securities described in Item 5 of this Schedule 13D for investment purposes and in connection with their ongoing role as an officer of the Issuer. The Reporting Person does not currently have any plans or proposals which relate to or would result in any of the actions specified in clauses (a) through (j) of Item 4 of Schedule 13D. However, as part of their ongoing evaluation of this investment and investment alternatives, the Reporting Person reserves the right, from time to time, to acquire additional securities of the Issuer, to dispose of some or all of the securities held by them, or to formulate other purposes, pl… Full filing |
5.7% |
| Portolan Capital Management, LLC 13G · passive investor new · filed 2026-09-30 | 5.1% |
Fell to 5% or below in the last year: FIRST WILSHIRE SECURITIES MANAGEMENT INC (5.0%, 2026-08-13), Forsakringsaktiebolaget Avanza Pension (5.0%, 2026-01-09)
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 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 7 | $1.4m | — |
| Q3 2026 | 0 | — | 4 | $2.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-24 | Orbach Yeshayhu Director · By Trustee | Sold | $133.6k3.0k shares |
| 2026-08-17 | Eizenman Avinoam Director | Sold | $1.0m20.0k shares |
| 2026-08-12 | Eizenman Liron President and CEO · By Trustee | Sold | $877.0k18.1k shares |
| 2026-08-06 | Gilad Eran CFO · By Trustee | Sold | $311.1k7.0k shares |
| 2026-05-19 | Karp Yuval EVP Project Management · By Trustee | Sold | $100.0k2.0k shares |
| 2026-05-14 | Castiel David VP Engineering · By Trustee | Sold | $96.0k2.0k shares |
| 2026-05-14 | Hendel David VP R&D · By Trustee | Sold | $49.0k1.0k shares |
| 2026-05-14 | COHEN DANIEL (DC) EVP Operation · By Trustee | Sold | $78015 shares |
| 2026-05-13 | Hendel David VP R&D · By Trustee | Sold | $44.4k1.0k shares |
| 2026-05-07 | Eizenman Avinoam Director | Sold | $403.0k9.0k shares |
| 2026-05-07 | Eizenman Liron President and CEO · By Trustee | Sold | $402.5k8.9k shares |
| 2026-05-07 | Gilad Eran CFO · By Trustee | Sold | $265.1k6.0k shares |
| 2026-05-07 | Hendel David VP R&D · By Trustee | Sold | $22.5k500 shares |
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 |
|---|---|---|
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.48% of their portfolio | 506.5k $24.3m | Reduced -31.0k |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC 2.81% of their portfolio | 284.3k $13.6m | Reduced -31.4k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 6.88% of their portfolio | 186.5k $8.9m | Reduced -4.0k |
| Portolan Capital Management, LLC 0.29% of their portfolio | 162.5k $7.8m | New |
| Hood River Capital Management LLC 0.05% of their portfolio | 157.3k $7.5m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 122.5k $5.9m | Added +109.9k |
| HERALD INVESTMENT MANAGEMENT Ltd 0.61% of their portfolio | 95.8k $4.5m | Reduced -27.5k |
| Palisades Investment Partners, LLC 1.23% of their portfolio | 90.3k $4.3m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 86.8k $4.2m | Added +61.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 69.0k $3.3m | Added +56.6k |
| Granahan Investment Management, LLC 0.12% of their portfolio | 68.5k $3.3m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 58.8k $2.8m | Added +33.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 56.3k $2.7m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 50.3k $2.4m | Reduced -52.1k |
| XTX Topco Ltd 0.03% of their portfolio | 48.6k $2.3m | Added +36.6k |
| Yelin Lapidot Holdings Management Ltd. 0.40% of their portfolio | 44.5k $2.1m | Reduced -29.2k |
| Apis Capital Advisors, LLC 0.21% of their portfolio | 44.0k $2.1m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 32.0k $1.5m | Reduced -57.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 29.9k $1.4m | Added +24.4k |
| HRT FINANCIAL LP 0.00% of their portfolio | 28.8k $1.4m | New |
| Trexquant Investment LP 0.01% of their portfolio | 27.9k $1.3m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 24.0k $1.1m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 22.0k $922.2k | Added +21.9k |
| Analyst IMS Investment Management Services Ltd. 0.02% of their portfolio | 20.7k $991.0k | Unchanged |
| Quadrature Capital Ltd 0.01% of their portfolio | 12.4k $594.7k | Reduced -8.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.04% of their portfolio | 12.3k $591.0k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 12.0k $575.6k | Reduced -1.1k |
| BlackRock, Inc. 0.00% of their portfolio | 11.8k $565.2k | Reduced -14.0k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 11.3k $541.7k | New |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 10.9k $522.0k | Reduced -1.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 9.5k $455.7k | New |
| Hidden Cove Wealth Management, LLC 0.24% of their portfolio | 9.0k $432.2k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 7.7k $367.8k | Added +4.1k |
| Aristides Capital LLC 0.09% of their portfolio | 7.0k $334.4k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 6.3k $301.9k | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 5.4k $256.6k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 5.3k $254.1k | Unchanged |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 5.2k $249.8k | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.8k $232.4k | New |
| UBS Group AG 0.00% of their portfolio | 3.2k $155.4k | Added +3.1k |
| BARCLAYS PLC 0.00% of their portfolio | 3.0k $142.0k | Reduced -708 |
| CENTAURUS FINANCIAL, INC. 0.00% of their portfolio | 2.5k $120.0k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1.7k $82.3k | New |
| State of Wyoming 0.00% of their portfolio | 892 $42.8k | New |
| Strategic Investment Solutions, Inc. /IL 0.01% of their portfolio | 700 $33.6k | New |
| First Command Advisory Services, Inc. 0.00% of their portfolio | 239 $11.5k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 223 $10.7k | First filing |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 57 $2.3k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 26 $1.2k | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 1 $48 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1 $48 | Unchanged |