Vault-13

SILICOM LTD SILC

ORD · Common Stock · CUSIP M84116108

51 institutional holders +20 vs Q1 2026
2,439,9502.4m shares reported held*
$116.8mreported value*
22 new 9 added 12 reduced 3 sold out net bought ≈ $34.9m (+731.6k shares)

* 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

0255075Q3 22: 56Q4 22: 64Q1 23: 61Q2 23: 58Q3 23: 48Q4 23: 37Q1 24: 33Q2 24: 36Q3 24: 25Q4 24: 31Q1 25: 33Q2 25: 32Q3 25: 29Q4 25: 29Q1 26: 31Q2 26: 5151Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202256
Q4 202264
Q1 202361
Q2 202358
Q3 202348
Q4 202337
Q1 202433
Q2 202436
Q3 202425
Q4 202431
Q1 202533
Q2 202532
Q3 202529
Q4 202529
Q1 202631
Q2 202651

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 9 bought or addedQ3 24: 19 cut or sold outQ4 24: 14 bought or addedQ4 24: 11 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 10 cut or sold outQ2 25: 11 bought or addedQ2 25: 17 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 15 cut or sold outQ4 25: 12 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 15 cut or sold outQ2 26: 31 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024919
Q4 20241411
Q1 20251310
Q2 20251117
Q3 2025915
Q4 20251216
Q1 20261515
Q2 20263115

Biggest buyers

Portolan Capital Management, LLC New +162,466+162.5k
Hood River Capital Management LLC New +157,343+157.3k
JANE STREET GROUP, LLC Added +109,876+109.9k
Palisades Investment Partners, LLC New +90,281+90.3k
Granahan Investment Management, LLC New +68,454+68.5k
RENAISSANCE TECHNOLOGIES LLC Added +61,363+61.4k
Connor, Clark & Lunn Investment Management Ltd. Added +56,596+56.6k
Apis Capital Advisors, LLC New +44,000+44.0k
XTX Topco Ltd Added +36,624+36.6k
TWO SIGMA INVESTMENTS, LP Added +33,802+33.8k

Biggest sellers

MARSHALL WACE, LLP Reduced -57,786-57.8k
MORGAN STANLEY Reduced -52,067-52.1k
NORTHERN TRUST CORP Sold out -41,700-41.7k
FIRST WILSHIRE SECURITIES MANAGEMENT INC Reduced -31,355-31.4k
SYSTEMATIC FINANCIAL MANAGEMENT LP Reduced -30,984-31.0k
Yelin Lapidot Holdings Management Ltd. Reduced -29,228-29.2k
HERALD INVESTMENT MANAGEMENT Ltd Reduced -27,500-27.5k
BlackRock, Inc. Reduced -14,011-14.0k
Quadrature Capital Ltd Reduced -7,958-8.0k
NANO CAP NEW MILLENNIUM GROWTH FUND L P Reduced -4,000-4.0k

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.

HolderStakeChangeShares Last filed
SYSTEMATIC FINANCIAL MANAGEMENT LP 13G · institution +1.3 pts · filed 2026-02-10 9.7% +1.3 pts 553.6k≈ $26.5m 2026-02-10
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% new 327.6k≈ $15.7m 2026-04-20
Portolan Capital Management, LLC 13G · passive investor new · filed 2026-09-30 5.1% new 288.8k≈ $13.8m 2026-09-30

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)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 7 sellingQ3 26: 0 buyingQ3 26: 4 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—7$1.4m—
Q3 20260—4$2.3m—
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-24 Orbach Yeshayhu Director · By Trustee Sold 2,969 $45.00 $133.6k3.0k shares -100%
2026-08-17 Eizenman Avinoam Director Sold 20,000 $50.50 $1.0m20.0k shares -11%
2026-08-12 Eizenman Liron President and CEO · By Trustee Sold 18,072 $48.53 $877.0k18.1k shares -64%
2026-08-06 Gilad Eran CFO · By Trustee Sold 7,000 $44.45 $311.1k7.0k shares -100%
2026-05-19 Karp Yuval EVP Project Management · By Trustee Sold 2,000 $50.00 $100.0k2.0k shares -100%
2026-05-14 Castiel David VP Engineering · By Trustee Sold 2,000 $48.00 $96.0k2.0k shares -100%
2026-05-14 Hendel David VP R&D · By Trustee Sold 1,000 $49.00 $49.0k1.0k shares -100%
2026-05-14 COHEN DANIEL (DC) EVP Operation · By Trustee Sold 15 $52.00 $78015 shares -1%
2026-05-13 Hendel David VP R&D · By Trustee Sold 1,000 $44.37 $44.4k1.0k shares -50%
2026-05-07 Eizenman Avinoam Director Sold 9,023 $44.66 $403.0k9.0k shares -5%
2026-05-07 Eizenman Liron President and CEO · By Trustee Sold 8,900 $45.23 $402.5k8.9k shares -36%
2026-05-07 Gilad Eran CFO · By Trustee Sold 6,000 $44.18 $265.1k6.0k shares -100%
2026-05-07 Hendel David VP R&D · By Trustee Sold 500 $45.00 $22.5k500 shares -20%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.48% of their portfolio TEANECK, NJ 506,475506.5k $24.3m $24.3m 0.48% Reduced -31.0k -30,984
2 FIRST WILSHIRE SECURITIES MANAGEMENT INC 2.81% of their portfolio PASADENA, CA 284,287284.3k $13.6m $13.6m 2.81% Reduced -31.4k -31,355
3 NANO CAP NEW MILLENNIUM GROWTH FUND L P 6.88% of their portfolio STATEN ISLAND, NY 186,500186.5k $8.9m $8.9m 6.88% Reduced -4.0k -4,000
4 Portolan Capital Management, LLC 0.29% of their portfolio BOSTON, MA 162,466162.5k $7.8m $7.8m 0.29% New
5 Hood River Capital Management LLC 0.05% of their portfolio PALM BEACH GARDENS, FL 157,343157.3k $7.5m $7.5m 0.05% New
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 122,531122.5k $5.9m $5.9m 0.00% Added +109.9k +109,876
7 HERALD INVESTMENT MANAGEMENT Ltd 0.61% of their portfolio LONDON, X0 95,80095.8k $4.5m $4.5m 0.61% Reduced -27.5k -27,500
8 Palisades Investment Partners, LLC 1.23% of their portfolio SANTA MONICA, CA 90,28190.3k $4.3m $4.3m 1.23% New
9 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 86,80086.8k $4.2m $4.2m 0.01% Added +61.4k +61,363
10 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 69,01669.0k $3.3m $3.3m 0.01% Added +56.6k +56,596
11 Granahan Investment Management, LLC 0.12% of their portfolio WALTHAM, MA 68,45468.5k $3.3m $3.3m 0.12% New
12 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 58,81558.8k $2.8m $2.8m 0.00% Added +33.8k +33,802
13 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 56,34656.3k $2.7m $2.7m 0.00% Unchanged
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 50,31050.3k $2.4m $2.4m 0.00% Reduced -52.1k -52,067
15 XTX Topco Ltd 0.03% of their portfolio LONDON, X0 48,55148.6k $2.3m $2.3m 0.03% Added +36.6k +36,624
16 Yelin Lapidot Holdings Management Ltd. 0.40% of their portfolio Tel Aviv, L3 44,53744.5k $2.1m $2.1m 0.40% Reduced -29.2k -29,228
17 Apis Capital Advisors, LLC 0.21% of their portfolio New York, NY 44,00044.0k $2.1m $2.1m 0.21% New
18 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 32,04132.0k $1.5m $1.5m 0.00% Reduced -57.8k -57,786
19 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 29,86629.9k $1.4m $1.4m 0.00% Added +24.4k +24,366
20 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 28,83028.8k $1.4m $1.4m 0.00% New
21 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 27,92727.9k $1.3m $1.3m 0.01% New
22 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 23,98524.0k $1.1m $1.1m 0.00% New
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 21,99522.0k $922.2k $922.2k 0.00% Added +21.9k +21,911
24 Analyst IMS Investment Management Services Ltd. 0.02% of their portfolio Tel-aviv, L3 20,68020.7k $991.0k $991.0k 0.02% Unchanged
25 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 12,40512.4k $594.7k $594.7k 0.01% Reduced -8.0k -7,958
26 HARBOR CAPITAL ADVISORS, INC. 0.04% of their portfolio CHICAGO, IL 12,31912.3k $591.0k $591.0k 0.04% New
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 12,00612.0k $575.6k $575.6k 0.00% Reduced -1.1k -1,083
28 BlackRock, Inc. 0.00% of their portfolio New York, NY 11,78911.8k $565.2k $565.2k 0.00% Reduced -14.0k -14,011
29 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 11,30011.3k $541.7k $541.7k 0.00% New
30 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 10,88310.9k $522.0k $522.0k 0.03% Reduced -1.6k -1,620
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,5069.5k $455.7k $455.7k 0.00% New
32 Hidden Cove Wealth Management, LLC 0.24% of their portfolio Bainbridge Island, WA 9,0169.0k $432.2k $432.2k 0.24% New
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,6727.7k $367.8k $367.8k 0.00% Added +4.1k +4,072
34 Aristides Capital LLC 0.09% of their portfolio LOUISVILLE, KY 6,9767.0k $334.4k $334.4k 0.09% New
35 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 6,2976.3k $301.9k $301.9k 0.00% New
36 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 5,3525.4k $256.6k $256.6k 0.00% New
37 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,3005.3k $254.1k $254.1k 0.00% Unchanged
38 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 5,1945.2k $249.8k $249.8k 0.00% New
39 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 4,8484.8k $232.4k $232.4k 0.00% New
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,2423.2k $155.4k $155.4k 0.00% Added +3.1k +3,133
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,9623.0k $142.0k $142.0k 0.00% Reduced -708 -708
42 CENTAURUS FINANCIAL, INC. 0.00% of their portfolio ANAHEIM, CA 2,5002.5k $120.0k $120.0k 0.00% New
43 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,7171.7k $82.3k $82.3k 0.00% New
44 State of Wyoming 0.00% of their portfolio CHEYENNE, WY 892892 $42.8k $42.8k 0.00% New
45 Strategic Investment Solutions, Inc. /IL 0.01% of their portfolio ORLAND PARK, IL 700700 $33.6k $33.6k 0.01% New
46 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 239239 $11.5k $11.5k 0.00% Unchanged
47 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 223223 $10.7k $10.7k 0.00% First filing
48 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 5757 $2.3k $2.3k 0.00% New
49 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2626 $1.2k $1.2k 0.00% Unchanged
50 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 11 $48 $48 0.00% Unchanged
51 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $48 $48 0.00% Unchanged