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Silvaco Group, Inc. Common Stock (SVCO)

USD12.17 +0.70 (+6.10%)
US NASDAQ Technology Software - Application
Address Building 23 95054
Santa Clara, CA, US
CEO Walden C. Rhines
IPO 2024-05-09
CIK 1943289 ISIN US82728C1027

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Description

Silvaco Group, Inc., founded in 2009 and headquartered in Santa Clara, California, delivers critical technology solutions for the semiconductor industry. The company specializes in providing Technology Computer-Aided Design (TCAD) software, Electronic Design Automation (EDA) software, and Semiconductor Intellectual Property (SIP) solutions. Their TCAD software facilitates sophisticated simulations essential for semiconductor manufacturing and device development. This includes modeling physical processes such as etch and deposition, calibrating doping profiles and transistor behavior (covering both metal oxide semiconductor and bipolar types), and analyzing various modeled effects. A key aspect of their TCAD offerings is photonics simulation, which supports the design of components for solar cells, charge-coupled devices (CCDs), image sensors, thin-film transistors (TFTs), liquid crystal displays, and organic light-emitting diodes (OLEDs), employing advanced techniques like ray tracing, finite-difference time domain, and timing memory. Furthermore, it aids in assessing device resilience against single event effects, total dose radiation, and mechanical stress. For circuit design, Silvaco provides EDA software that addresses a broad spectrum of analog, mixed-signal, and radiofrequency applications. These tools are instrumental in custom integrated circuit design and interconnect modeling, accommodating a wide array of transistor and device technologies, including CMOS, bipolar, diodes, junction-gate field-effect transistors (JFETs), silicon on insulator (SOI), TFTs, high-electron mobility transistors (HEMTs), insulated-gate bipolar transistors (IGBTs), resistors, and capacitors. The company also extends its expertise through SPICE modeling services tailored for the semiconductor sector. In addition to software, Silvaco offers comprehensive SIP and EDA design services. These encompass the creation of standard cell libraries, the migration of existing intellectual property to new process nodes, and the development of embedded memory compilers (such as static random-access memories, read-only memories, and register files). They also provide library characterization services and design general-purpose and custom input/output solutions, alongside tools for SIP management. Silvaco's advanced solutions are deployed globally in the production workflows of semiconductor manufacturers, original equipment manufacturers (OEMs), and original design manufacturers (ODMs). Their technology underpins a diverse range of target markets, including display, power devices, automotive systems, memory components, high-performance computing, the Internet of Things (IoT), and current and future 5G/6G mobile communication platforms.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD12.17 +0.70 (+6.10%)
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Volume Profile
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Liquidity & share structure
Average Volume
518.8K
Beta
0.39
Float Shares
7.16M
Free Float %
22.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.13% -10.96% +53.73% +202.45% +136.81% +174.81% +154.69% -43.79% -43.79% -43.79% -43.79%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
12.17
Low 18.00 +47.9%
Consensus 18.00 +47.9%
Median 18.00 +47.9%
High 18.00 +47.9%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 5 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 7
22.57
+85.5%
Quality scores
Altman Z-Score
5.19
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +5.7% Q1'26: +26.0% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +9.2% Q1'26: +71.6% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -43.9% Q1'26: -62.1% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -21.7% Q1'26: -31.9% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -20.1% Q1'26: -33.4% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +15.9% Q1'26: +9.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -0.30× Q1'26: -0.17× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.88) × ERP
WACC = 99% × Ke + 1% × Kd (22.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 12.17
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
3 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
54.25M
est: 55.84M (-2.9%)
59.68M
est: 59.67M (+0.0%)
63.06M
est: 61.19M (+3.1%)
72.18M
70.69M – 73.33M
+18.0% YoY
81.63M
79.95M – 82.92M
+13.1% YoY
95.51M
93.54M – 97.02M
+17.0% YoY
EBITDA
1.74M
est: -8.67M (+120.0%)
-36.74M
est: -9.26M (-296.6%)
-10.20M
est: -9.50M (-7.4%)
-11.20M
-11.38M – -10.97M
-18.0% YoY
-12.67M
-12.87M – -12.41M
-13.1% YoY
-14.82M
-15.06M – -14.52M
-17.0% YoY
EBIT
1.13M
est: -10.09M (+111.2%)
-38.02M
est: -10.78M (-252.7%)
-13.67M
est: -11.05M (-23.7%)
-13.04M
-13.25M – -12.77M
-18.0% YoY
-14.75M
-14.98M – -14.44M
-13.1% YoY
-17.25M
-17.53M – -16.90M
-17.0% YoY
Net Income
-316.0K
est: 365.8K (-186.4%)
-39.40M
est: 7.59M (-619.2%)
-41.21M
est: -12.11M (-240.3%)
2.03M
1.98M – 2.07M
+116.7% YoY
8.15M
7.96M – 8.35M
+302.4% YoY
15.02M
14.62M – 15.33M
+84.2% YoY
SGA
30.59M
est: 38.58M (-20.7%)
55.87M
est: 41.23M (+35.5%)
52.34M
est: 42.28M (+23.8%)
49.87M
48.84M – 50.66M
+18.0% YoY
56.40M
55.24M – 57.29M
+13.1% YoY
65.99M
64.63M – 67.03M
+17.0% YoY
EPS
-0.01
est: 0.01 (-189.5%)
-1.53
est: 0.26 (-688.5%)
-1.39
est: -0.41 (-240.3%)
0.07
0.07 – 0.07
+116.7% YoY
0.28
0.27 – 0.28
+302.4% YoY
0.51
0.49 – 0.52
+83.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-06 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-04 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-01 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-30 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-29 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-28 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-27 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-24 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-23 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-22 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-21 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-20 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-17 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-16 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-43.90M
OE per share TTM
-1.45
Owner's Yield
-11.61%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
4.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
13
Total invested
905.9K
Insider transactions (90d)
9
Beneficial owners (>5%)
1
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 617.5K 10.30% 617.5K 617.5K HC Delaware 2024-06-07

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
13
-57 vs prev Q
New positions
9
Closed positions
66
Increased
11
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 NANO CAP NEW MILLENNIUM GROWTH FUND L P 250.0K +250.0K (+100.0%) 1.01B +1.0B (+100.0%) 0.83% +0.828 pp 0.86% +0.864 pp USD4.05 +0.0% 1 qtrs NEW
2 YIHENG CAPITAL MANAGEMENT, L.P. 1.10M +— (+0.0%) 4.44M -1.5M (-25.1%) 3.63% -0.111 pp 0.90% +0.024 pp USD4.57 -11.4% 4 qtrs
3 ALYESKA INVESTMENT GROUP, L.P. 732.8K +533.6K (+267.9%) 2.97M +1.9M (+175.4%) 2.43% +1.746 pp 0.01% +0.005 pp USD7.73 -47.6% 7 qtrs
4 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 627.2K -147.7K (-19.1%) 2.54M -1.7M (-39.4%) 2.08% -0.568 pp 0.00% -0.003 pp USD10.77 -62.4% 7 qtrs
5 BLACKROCK, INC. 498.7K +8.9K (+1.8%) 2.02M -629.8K (-23.8%) 1.65% -0.020 pp 0.00% +0.000 pp USD13.13 -69.2% 6 qtrs
6 LYNROCK LAKE LP 472.8K +269.3K (+132.3%) 1.91M +813.9K (+73.9%) 1.56% +0.871 pp 0.09% +0.006 pp USD10.00 -59.5% 7 qtrs
7 VANGUARD GROUP INC 404.3K +2.7K (+0.7%) 1.64M -535.5K (-24.6%) 1.34% -0.032 pp 0.00% +0.000 pp USD16.88 -76.0% 7 qtrs
8 GOLDMAN SACHS GROUP INC 324.0K -653.3K (-66.8%) 1.31M -4.0M (-75.2%) 1.07% -2.262 pp 0.00% -0.001 pp USD5.41 -25.1% 5 qtrs
9 UBS GROUP AG 319.2K +192.3K (+151.5%) 1.29M +606.0K (+88.2%) 1.06% +0.623 pp 0.00% +0.000 pp USD4.58 -11.6% 6 qtrs
10 LOOMIS SAYLES & CO L P 306.6K -5.0K (-1.6%) 1.24M -444.0K (-26.3%) 1.01% -0.048 pp 0.00% -0.001 pp USD18.04 -77.5% 7 qtrs
11 FEDERATED HERMES, INC. 220.0K +40.0K (+22.2%) 891.0K -82.8K (-8.5%) 0.73% +0.114 pp 0.00% 0.000 pp USD5.82 -30.4% 7 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 205.7K -1.1K (-0.5%) 833.0K -285.7K (-25.5%) 0.68% -0.025 pp 0.00% +0.000 pp USD12.91 -68.6% 7 qtrs
13 WERBA RUBIN PAPIER WEALTH MANAGEMENT 186.1K +— (+0.0%) 753.6K -253.1K (-25.1%) 0.62% -0.019 pp 0.20% +0.042 pp USD6.84 -40.8% 5 qtrs
14 KENNEDY CAPITAL MANAGEMENT LLC 172.7K -1.1K (-0.6%) 699.6K -240.6K (-25.6%) 0.57% -0.021 pp 0.01% -0.006 pp USD8.08 -49.9% 5 qtrs
15 JANE STREET GROUP, LLC 159.5K +88.8K (+125.7%) 645.8K +263.6K (+69.0%) 0.53% +0.287 pp 0.00% +0.000 pp USD4.65 -12.9% 2 qtrs
16 CITADEL ADVISORS LLC 135.5K +113.8K (+522.9%) 548.9K +431.2K (+366.3%) 0.45% +0.374 pp 0.00% +0.000 pp USD4.16 -2.6% 7 qtrs
17 MARSHALL WACE, LLP 127.8K +69.7K (+120.1%) 517.6K +203.4K (+64.7%) 0.42% +0.225 pp 0.00% +0.000 pp USD7.39 -45.2% 7 qtrs
18 CINCTIVE CAPITAL MANAGEMENT LP 115.0K +25.0K (+27.8%) 465.8K -21.2K (-4.3%) 0.38% +0.074 pp 0.03% +0.002 pp USD5.11 -20.7% 2 qtrs
19 STATE STREET CORP 105.9K +9.3K (+9.6%) 428.7K -93.9K (-18.0%) 0.35% +0.021 pp 0.00% +0.000 pp USD12.12 -66.6% 7 qtrs
20 LOS ANGELES CAPITAL MANAGEMENT LLC 67.8K +67.8K (+100.0%) 378.4K +378.4K (+100.0%) 0.22% +0.225 pp 0.00% +0.001 pp USD4.05 +0.0% 1 qtrs NEW
21 LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC 88.1K +88.1K (+100.0%) 356.7K +356.7K (+100.0%) 0.29% +0.292 pp 0.20% +0.196 pp USD4.05 +0.0% 1 qtrs NEW
22 NORTHERN TRUST CORP 68.7K +13.2K (+23.8%) 278.4K -22.1K (-7.4%) 0.23% +0.038 pp 0.00% +0.000 pp USD12.12 -66.6% 7 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 62.7K -129.0 (-0.2%) 254.0K -86.0K (-25.3%) 0.21% -0.007 pp 0.00% +0.000 pp USD13.81 -70.7% 7 qtrs
24 MORGAN STANLEY 58.2K -4.9K (-7.8%) 235.8K -105.9K (-31.0%) 0.19% -0.023 pp 0.00% +0.000 pp USD10.66 -62.0% 7 qtrs
25 BRIDGEWAY CAPITAL MANAGEMENT, LLC 54.8K +15.0K (+37.7%) 221.9K +6.6K (+3.1%) 0.18% +0.046 pp 0.00% +0.000 pp USD4.72 -14.2% 3 qtrs
26 BNP PARIBAS ARBITRAGE, SNC 46.8K -16.5K (-26.0%) 189.7K -152.9K (-44.6%) 0.16% -0.061 pp 0.00% 0.000 pp USD10.65 -62.0% 6 qtrs
27 QUADRATURE CAPITAL LTD 31.7K +13.1K (+70.9%) 128.3K +27.7K (+27.5%) 0.10% +0.042 pp 0.00% +0.000 pp USD4.85 -16.5% 2 qtrs
28 XTX TOPCO LTD 28.2K +28.2K (+100.0%) 114.3K +114.3K (+100.0%) 0.09% +0.093 pp 0.00% +0.003 pp USD4.05 +0.0% 1 qtrs NEW
29 AQR CAPITAL MANAGEMENT LLC 26.8K -14.1K (-34.4%) 108.5K -112.6K (-50.9%) 0.09% -0.051 pp 0.00% 0.000 pp USD4.89 -17.2% 3 qtrs
30 DIMENSIONAL FUND ADVISORS LP 25.0K +25.0K (+100.0%) 101.4K +101.4K (+100.0%) 0.08% +0.083 pp 0.00% +0.000 pp USD4.05 +0.0% 1 qtrs NEW
31 CENTIVA CAPITAL, LP 24.2K +24.2K (+100.0%) 98.0K +98.0K (+100.0%) 0.08% +0.080 pp 0.00% +0.001 pp USD4.05 +0.0% 1 qtrs NEW
32 BANK OF AMERICA CORP /DE/ 23.6K -41.2K (-63.6%) 95.6K -255.1K (-72.7%) 0.08% -0.143 pp 0.00% +0.000 pp USD6.11 -33.7% 7 qtrs
33 STONERIDGE INVESTMENT PARTNERS LLC 21.2K +2.8K (+15.0%) 86.0K -14.0K (-14.0%) 0.07% +0.007 pp 0.06% -0.009 pp USD4.55 -11.0% 4 qtrs
34 BANK OF NEW YORK MELLON CORP 19.1K +5.1K (+35.9%) 77.5K +1.3K (+1.7%) 0.06% +0.015 pp 0.00% +0.000 pp USD4.58 -11.6% 3 qtrs
35 BARCLAYS PLC 16.9K -4.0K (-19.2%) 68.5K -230.7K (-77.1%) 0.06% -0.015 pp 0.00% 0.000 pp USD8.18 -50.5% 6 qtrs
36 JAIN GLOBAL LLC 15.7K +15.7K (+100.0%) 63.4K +63.4K (+100.0%) 0.05% +0.052 pp 0.00% +0.000 pp USD4.05 +0.0% 1 qtrs NEW
37 JPMORGAN CHASE & CO 14.6K +8.2K (+126.6%) 59.1K +24.3K (+69.7%) 0.05% +0.026 pp 0.00% +0.000 pp USD7.66 -47.1% 6 qtrs
38 HRT FINANCIAL LP 14.8K +14.8K (+100.0%) 59.0K +59.0K (+100.0%) 0.05% +0.049 pp 0.00% +0.000 pp USD4.05 +0.0% 1 qtrs NEW
39 SQUAREPOINT OPS LLC 14.2K +14.2K (+100.0%) 57.5K +57.5K (+100.0%) 0.05% +0.047 pp 0.00% +0.000 pp USD4.05 +0.0% 1 qtrs NEW
40 PRELUDE CAPITAL MANAGEMENT, LLC 11.9K +11.9K (+100.0%) 48.2K +48.2K (+100.0%) 0.04% +0.039 pp 0.00% +0.004 pp USD4.05 +0.0% 1 qtrs NEW
41 WALLEYE CAPITAL LLC 11.2K -46.0K (-80.4%) 45.6K -264.2K (-85.3%) 0.04% -0.158 pp 0.00% -0.001 pp USD5.41 -25.1% 2 qtrs
42 STRS OHIO 10.9K +— (+0.0%) 44.1K -14.8K (-25.1%) 0.04% -0.001 pp 0.00% 0.000 pp USD8.71 -53.5% 6 qtrs
43 PDT PARTNERS, LLC 10.3K -15.7K (-60.5%) 41.5K -99.0K (-70.4%) 0.03% -0.055 pp 0.00% -0.006 pp USD4.60 -12.0% 4 qtrs
44 HIGHTOWER ADVISORS, LLC 10.2K +10.2K (+100.0%) 41.4K +41.4K (+100.0%) 0.03% +0.034 pp 0.00% +0.000 pp USD4.05 +0.0% 1 qtrs NEW
45 NEW YORK STATE COMMON RETIREMENT FUND 10.0K +— (+0.0%) 40.5K -13.6K (-25.1%) 0.03% -0.001 pp 0.00% +0.000 pp USD8.08 -49.9% 5 qtrs
46 TOWER RESEARCH CAPITAL LLC (TRC) 9.9K +4.1K (+70.3%) 40.2K +8.7K (+27.5%) 0.03% +0.013 pp 0.00% +0.000 pp USD8.00 -49.4% 7 qtrs
47 RHUMBLINE ADVISERS 9.8K -986.0 (-9.2%) 39.5K -18.6K (-32.0%) 0.03% -0.004 pp 0.00% +0.000 pp USD9.03 -55.1% 6 qtrs
48 WELLS FARGO & COMPANY/MN 9.1K +3.1K (+51.2%) 36.8K +4.3K (+13.2%) 0.03% +0.010 pp 0.00% +0.000 pp USD8.11 -50.1% 7 qtrs
49 SBI SECURITIES CO., LTD. 6.5K -2.0 (0.0%) 26.3K -8.9K (-25.2%) 0.02% -0.001 pp 0.00% 0.000 pp USD4.56 -11.2% 4 qtrs
50 FMR LLC 4.2K +1.9K (+81.9%) 17.0K +4.5K (+36.2%) 0.01% +0.006 pp 0.00% +0.000 pp USD5.17 -21.7% 6 qtrs
51 CLEAR STREET MARKETS LLC 4.2K +2.0K (+90.9%) 17.0K +5.1K (+42.9%) 0.01% +0.006 pp 0.00% 0.000 pp USD4.76 -14.9% 2 qtrs
52 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 3.6K +132.0 (+3.8%) 14.6K -4.2K (-22.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD13.22 -69.4% 6 qtrs
53 GLOBAL RETIREMENT PARTNERS, LLC 1.9K +— (+0.0%) 7.8K -2.6K (-25.1%) 0.01% 0.000 pp 0.00% 0.000 pp USD4.72 -14.2% 3 qtrs
54 CWM, LLC 1.6K -1.1K (-40.1%) 7.0K -8.0K (-53.3%) 0.01% -0.004 pp 0.00% +0.000 pp USD5.15 -21.4% 5 qtrs
55 ROYAL BANK OF CANADA 1.6K +886.0 (+116.7%) 6.0K +2.0K (+50.0%) 0.01% +0.003 pp 0.00% +0.000 pp USD5.59 -27.5% 6 qtrs
56 RUSSELL INVESTMENTS GROUP, LTD. 1.1K -335.0 (-23.8%) 4.3K -3.3K (-43.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD5.20 -22.1% 7 qtrs
57 LEGAL & GENERAL GROUP PLC 868.00 +— (+0.0%) 3.5K -1.2K (-25.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD12.81 -68.4% 7 qtrs
58 GAMMA INVESTING LLC 670.00 +670.0 (+100.0%) 2.7K +2.7K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD4.05 +0.0% 1 qtrs NEW
59 AMERITAS INVESTMENT PARTNERS, INC. 614.00 +— (+0.0%) 2.5K -835.0 (-25.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD14.30 -71.7% 6 qtrs
60 STERLING CAPITAL MANAGEMENT LLC 541.00 +— (+0.0%) 2.2K -736.0 (-25.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD5.26 -23.0% 6 qtrs
61 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 497.00 +41.0 (+9.0%) 2.0K -454.0 (-18.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.43 -69.8% 6 qtrs
62 CITIGROUP INC 284.00 +56.0 (+24.6%) 1.2K -83.0 (-6.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.82 -65.7% 6 qtrs
63 AMALGAMATED BANK 255.00 +48.0 (+23.2%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.37 -67.3% 6 qtrs
64 EVERSOURCE WEALTH ADVISORS, LLC 140.00 -73.0 (-34.3%) 567.00 -585.0 (-50.8%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.64 -12.7% 4 qtrs
65 UBS ASSET MANAGEMENT AMERICAS INC 104.00 +104.0 (+100.0%) 421.00 +421.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.05 +0.0% 1 qtrs NEW
66 OPTIVER HOLDING B.V. 100.00 +— (+0.0%) 405.00 -136.0 (-25.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.41 -25.1% 2 qtrs
67 SUNBELT SECURITIES, INC. 11.00 -8.0 (-42.1%) 45.00 -58.0 (-56.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.36 -24.4% 2 qtrs
68 ALLWORTH FINANCIAL LP 9.00 +9.0 (+100.0%) 37.00 +37.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.00 +1.3% 1 qtrs NEW
69 IFP ADVISORS, INC 8.00 +— (+0.0%) 32.00 -11.0 (-25.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.38 -24.7% 2 qtrs
70 ROTHSCHILD INVESTMENT LLC 1.00 +1.0 (+100.0%) 4.00 +4.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.00 +1.3% 1 qtrs NEW
71 SRS CAPITAL ADVISORS, INC. -268.0 (-100.0%) -1.5K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
72 CLEARSTEAD ADVISORS, LLC -23.0 (-100.0%) -125.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
73 ADVISORY SERVICES NETWORK, LLC -38.0 (-100.0%) -206.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
74 BLAIR WILLIAM & CO/IL -24.0K (-100.0%) -129.8K (-100.0%) 0.00% -0.082 pp 0.00% 0.000 pp USD 4 qtrs SOLD
75 NEWEDGE ADVISORS, LLC -941.0 (-100.0%) -5.1K (-100.0%) 0.00% -0.003 pp 0.00% +0.000 pp USD 2 qtrs SOLD
76 FORTITUDE FAMILY OFFICE, LLC -94.0 (-100.0%) -509.0 (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 3 qtrs SOLD
77 TOPLINE CAPITAL MANAGEMENT, LLC -170.3K (-100.0%) -921.3K (-100.0%) 0.00% -0.581 pp 0.00% -0.158 pp USD 3 qtrs SOLD
78 TRUE WEALTH DESIGN, LLC -9.0 (-100.0%) -49.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 3 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 44 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Acuitas Small Cap Active ETF AIMS 0.35% 260.2K 0.75%
2 iShares Micro-Cap ETF IWC 0.03% 443.0K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 215.8K 0.20%
4 iShares Russell 2000 Growth ETF IWO 0.01% 1.24M 0.24%
5 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 287.7K 0.30%
6 Vanguard Russell 2000 Value ETF VTWV 0.01% 65.0K 0.06%
7 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.00% 136.4K 0.30%
8 iShares Russell 2000 BuyWrite ETF IWMW 0.00% 2.5K 0.39%
9 iShares Russell 2000 ETF IWM 0.00% 3.65M 0.19%
10 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.00% 23.8K 0.36%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
Shares disposed
4.2K
Cash buys
Cash sales
2.00
Net activity
-4,248
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-22 Tewksbury Ted L III Director 0 0.00 0
2026-04-22 Shelton Jodi Lynn Director A-Award A Common Stock 1,817 0.00 35,574 D
2026-04-22 Pesic Illiya I. Director / 10% Owner A-Award A Common Stock 17,564 0.00 5,399,719 D
2026-04-22 Ngai-Pesic Katherine S. Director / 10% Owner A-Award A Common Stock 17,564 0.00 9,374,709 D
2026-04-22 Ngai Anthony K.K. Director A-Award A Common Stock 17,564 0.00 112,600 D
2026-04-22 Molloie William H. Jr. Director A-Award A Common Stock 1,999 0.00 36,006 D
2026-04-22 Lee Hau L. Director A-Award A Common Stock 2,726 0.00 51,174 D
2026-04-22 Ganti Anita Director A-Award A Common Stock 17,564 0.00 53,790 D
2026-04-22 Bo-Linn Cheemin Director A-Award A Common Stock 17,564 0.00 17,564 D
2026-04-01 Zegarelli Christopher John Officer S-Sale D Common Stock 2,431 7.11 17.3K 536,976 D
2026-04-01 Jackson Candace Officer S-Sale D Common Stock 1,817 7.12 12.9K 53,349 D
2026-03-17 Shelton Jodi Lynn Director A-Award A Common Stock 2,507 0.00 33,757 D
2026-03-17 Pesic Illiya I. 10% Owner A-Award A Common Stock 2,256 0.00 5,382,155 D
2026-03-17 Ngai-Pesic Katherine S. Director / 10% Owner A-Award A Common Stock 3,259 0.00 9,357,145 D
2026-03-17 Ngai Anthony K.K. Director A-Award A Common Stock 3,259 0.00 95,036 D
2026-03-17 Molloie William H. Jr. Director A-Award A Common Stock 2,757 0.00 34,007 D
2026-03-17 Lee Hau L. Director A-Award A Common Stock 3,760 0.00 48,448 D
2026-03-17 Jackson Candace Officer S-Sale D Common Stock 1,500 5.00 7.5K 55,166 D
2026-03-17 Ganti Anita Director A-Award A Common Stock 2,757 0.00 36,226 D
2026-03-02 Zegarelli Christopher John Officer A-Award A Common Stock 100,000 0.00 539,407 D
2026-03-02 Jackson Candace Officer A-Award A Common Stock 15,000 0.00 56,666 D
2026-02-21 RHINES WALDEN C Director / Officer A-Award A Common Stock 28,170 0.00 134,088 D
2026-01-07 Pesic Illiya I. 10% Owner S-Sale D Common Stock 100,000 1.94 193.8K 5,379,899 D
2026-01-01 Jackson Candace Officer F-InKind D Common Stock 1,403 4.05 5.7K 41,666 D
2025-12-11 Ngai Anthony K.K. Director P-Purchase A Common Stock 1,000 4.23 4.2K 91,777 D
2025-12-10 Ngai-Pesic Katherine S. Director / 10% Owner P-Purchase A Common Stock 25,000 4.13 103.3K 10,303,886 D
2025-12-09 RHINES WALDEN C Director / Officer P-Purchase A Common Stock 13,100 4.01 52.5K 105,918 D
2025-12-09 Ngai-Pesic Katherine S. Director / 10% Owner G-Gift D Common Stock 170,000 0.00 10,278,886 D
2025-12-08 Zegarelli Christopher John Officer P-Purchase A Common Stock 10,000 3.80 38.0K 439,407 D
2025-12-04 Pesic Yelena I. 10% Owner S-Sale D Common Stock 300,000 1.99 597.0K 3,603,073 D
2025-11-25 Ngai-Pesic Katherine S. Director / 10% Owner S-Sale D Common Stock 400,000 2.00 799.5K 9,353,886 D
2025-11-19 Jackson Candace Officer S-Sale D Common Stock 8,300 4.25 35.3K 43,069 D
2025-11-18 RHINES WALDEN C Director / Officer P-Purchase A Common Stock 29,000 4.07 118.2K 92,818 D
2025-11-18 Ngai Anthony K.K. Director P-Purchase A Common Stock 10,000 4.26 42.6K 90,777 D
2025-11-17 Zegarelli Christopher John Officer P-Purchase A Common Stock 5,000 3.91 19.6K 429,407 D
2025-11-17 RHINES WALDEN C Director / Officer P-Purchase A Common Stock 11,272 3.90 44.0K 63,818 D
2025-11-17 Pesic Illiya I. 10% Owner S-Sale D Common Stock 300,000 1.93 579.0K 5,479,899 D
2025-10-01 Zegarelli Christopher John Officer A-Award A Common Stock 415,914 0.00 424,407 D
2025-10-01 Jackson Candace Officer F-InKind D Common Stock 2,510 5.44 13.7K 51,369 D
2025-09-16 Ngai-Pesic Katherine S. Director / 10% Owner S-Sale D Common Stock 300,000 2.26 677.6K 9,753,886 D
2025-09-15 Zegarelli Christopher John Officer P-Purchase A Common Stock 5,100 5.03 25.7K 8,493 D
2025-09-11 Ngai Anthony K.K. Director P-Purchase A Common Stock 2,000 5.16 10.3K 80,777 D
2025-09-10 Ngai Anthony K.K. Director P-Purchase A Common Stock 2,000 5.34 10.7K 78,077 D
2025-09-09 Ngai Anthony K.K. Director P-Purchase A Common Stock 2,000 5.32 10.6K 76,077 D
2025-09-08 Ngai Anthony K.K. Director P-Purchase A Common Stock 5,000 5.30 26.5K 74,077 D
2025-08-13 Taheri Babak A. Director / Officer F-InKind D Common Stock 9,155 4.65 42.6K 773,157 D
2025-07-02 Ngai-Pesic Katherine S. Director / 10% Owner G-Gift D Common Stock 7,000 0.00 10,448,886 D
2025-07-01 Taheri Babak A. Director / Officer F-InKind D Common Stock 8,270 5.00 41.4K 782,312 D
2025-07-01 Jackson Candace Officer F-InKind D Common Stock 788 5.00 3.9K 53,879 D
2025-07-01 Guichard Eric Officer F-InKind D Common Stock 1,570 5.00 7.9K 101,812 D
2025-06-27 Ngai-Pesic Katherine S. Director / 10% Owner G-Gift D Common Stock 3,919 0.00 10,455,886 D
2025-06-26 Ngai-Pesic Katherine S. Director / 10% Owner S-Sale D Common Stock 250,000 2.15 538.5K 10,053,886 D
2025-06-25 Ngai-Pesic Katherine S. Director / 10% Owner G-Gift D Common Stock 10,000 0.00 10,459,805 D
2025-06-20 Ngai-Pesic Katherine S. Director / 10% Owner G-Gift D Common Stock 7,550 0.00 10,469,805 D
2025-06-10 Pesic Yelena I. 10% Owner S-Sale D Common Stock 5,763 5.01 28.9K 3,903,073 D
2025-06-04 Ngai-Pesic Katherine S. Director / 10% Owner S-Sale D Common Stock 15,000 4.91 73.7K 10,477,355 D
2025-05-22 Shelton Jodi Lynn Director A-Award A Common Stock 31,250 0.00 31,250 D
2025-05-22 RHINES WALDEN C Director A-Award A Common Stock 31,250 0.00 52,546 D
2025-05-22 Pesic Illiya I. 10% Owner A-Award A Common Stock 31,250 0.00 5,779,899 D
2025-05-22 Ngai-Pesic Katherine S. Director / 10% Owner A-Award A Common Stock 31,250 0.00 10,492,355 D
2025-05-22 Ngai Anthony K.K. Director A-Award A Common Stock 31,250 0.00 69,077 D
2025-05-22 Molloie William H. Jr. Director A-Award A Common Stock 31,250 0.00 31,250 D
2025-05-22 Lee Hau L. Director A-Award A Common Stock 31,250 0.00 44,688 D
2025-05-22 Ganti Anita Director A-Award A Common Stock 31,250 0.00 33,469 D
2025-05-19 Taheri Babak A. Director / Officer P-Purchase A Common Stock 4,051 4.86 19.7K 789,082 D
2025-05-16 Taheri Babak A. Director / Officer P-Purchase A Common Stock 20,949 4.93 103.3K 785,031 D
2025-05-13 Taheri Babak A. Director / Officer F-InKind D Common Stock 23,494 4.47 105.0K 764,082 D
2025-04-08 Taheri Babak A. Director / Officer F-InKind D Common Stock 4,426 3.77 16.7K 787,576 D
2025-04-08 Jackson Candace Officer F-InKind D Common Stock 905 3.77 3.4K 54,667 D
2025-04-08 Guichard Eric Officer F-InKind D Common Stock 666 3.77 2.5K 103,382 D
2025-04-01 Taheri Babak A. Director / Officer A-Award A Common Stock 263,701 0.00 794,977 D
2025-04-01 Jackson Candace Officer A-Award A Common Stock 35,224 0.00 55,572 D
2025-04-01 Guichard Eric Officer A-Award A Common Stock 45,419 0.00 105,116 D
2025-04-01 Benton Ryan A Officer S-Sale D Common Stock 168 4.63 777.84 219,940 D
2025-03-14 Pesic Yelena I. 10% Owner S-Sale D Common Stock 15,000 5.07 76.0K 3,908,836 D
2025-03-14 Ngai-Pesic Katherine S. Director / 10% Owner S-Sale D Common Stock 25,000 5.06 126.6K 10,461,105 D
2025-03-13 Pesic Illiya I. 10% Owner S-Sale D Common Stock 15,000 4.88 73.2K 5,748,649 D
2025-03-07 Taheri Babak A. Director / Officer F-InKind D Common Stock 15,656 4.83 75.6K 531,276 D
2025-03-07 Jackson Candace Officer F-InKind D Common Stock 767 4.83 3.7K 20,348 D
2025-03-07 Guichard Eric Officer F-InKind D Common Stock 3,313 4.83 16.0K 59,697 D
2025-03-07 Benton Ryan A Officer F-InKind D Common Stock 7,492 4.83 36.2K 220,108 D
2025-03-05 Taheri Babak A. Director / Officer A-Award A Common Stock 31,672 0.00 546,932 D
2025-03-05 Jackson Candace Officer A-Award A Common Stock 1,865 0.00 21,115 D
2025-03-05 Guichard Eric Officer A-Award A Common Stock 5,108 0.00 63,010 D
2025-03-05 Benton Ryan A Officer A-Award A Common Stock 12,462 0.00 227,600 D
2024-12-10 Taheri Babak A. Director / Officer G-Gift D Common Stock 20,000 0.00 515,260 D
2024-11-18 Jackson Candace Officer Common Stock 0 0.00 19,250 D
2024-11-15 Guichard Eric Officer S-Sale D Common Stock 25,000 7.19 179.9K 57,902 D
2024-11-07 Benton Ryan A Officer F-InKind D Common Stock 1,673 6.96 11.6K 214,418 D
2024-11-04 Taheri Babak A. Director / Officer F-InKind D Common Stock 182,225 6.27 1.14M 533,760 D
2024-11-04 Guichard Eric Officer F-InKind D Common Stock 18,278 6.27 114.6K 82,902 D
2024-11-04 CAMPOSANO RAUL Officer F-InKind D Common Stock 17,141 6.27 107.5K 67,859 D
2024-11-04 Benton Ryan A Officer F-InKind D Common Stock 21,409 6.27 134.2K 216,091 D

Executive team

Top executives
EBIT / Employee
-49.0K
Shares Outstanding
31.44M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Dr. Babak A. Taheri Former Chief Executive Officer 385.9K 1.22M 1.73M 3.33M 36.63%
2 2025 Christopher Zegarelli Chief Financial Officer 133.0K 200.0K 2.26M 3.9K 2.60M 87.04%
3 2025 Candace Jackson SVP, General Counsel and Corporate Secretary 324.4K 42.0K 163.1K 11.5K 541.0K 30.15%
4 2025 Dr. Walden C. Rhines Chief Executive Officer & Director 57.3K 174.5K 231.8K 0.00%
5 2024 Dr. Babak A. Taheri Chief Executive Officer & Director 485.0K 6.97M 129.0K 90.2K 7.67M 90.82%
6 2024 Dr. Babak A. Taheri Former Chief Executive Officer 485.0K 6.97M 129.0K 90.2K 7.67M 90.82%
7 2024 Ryan Benton Former Chief Financial Officer 370.1K 191.3K 123.3K 13.8K 698.4K 27.39%
8 2024 Eric Guichard SVP and General Manager, TCAD 7.00 223.1K 47.5K 13.8K 627.8K 35.54%
9 2024 Dr. Raul Camposano Former Chief Technology Officer 308.0K 153.5K 61.6K 10.4K 533.5K 28.77%
10 2023 Ryan Benton Former Chief Financial Officer 122.3K 2.74M 49.0K 3.8K 2.91M 93.99%
11 2023 Dr. Babak A. Taheri Chief Executive Officer & Director 454.2K 554.7K 174.0K 22.6K 1.21M 46.02%
12 2023 Dr. Raul Camposano Former Chief Technology Officer 291.0K 171.0K 57.0K 9.6K 528.6K 32.35%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-12 DEFA14A
2026-03-12 DEF 14A
2025-04-11 DEFA14A
2025-04-11 DEF 14A
2025-04-01 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-30 8-K
2026-04-27 4
2026-04-27 4
2026-04-27 4
2026-04-27 4
2026-04-27 4
2026-04-27 4
2026-04-27 4

Executive team

NameTitleCompensationGender
Eric Guichard Senior Vice President & GM of TCAD Division 404.7K
Candace Jackson Senior Vice President, General Counsel & Corporate Secretary 377.9K female
Chris Zegarelli Chief Financial Officer 336.8K male
Christopher Zegarelli Chief Financial Officer 336.8K male
Walden C. Rhines Chief Executive Officer & Director 330.1K
Andrew Wright SVP & GM of the Semiconductor IP Business Unit male
Zhao Qingda Managing Director of Singapore male
Brian Bradburn Senior Vice President of Global Operations male
Carrie Allegretti Senior Vice President of Global Human Resources female
Ian Chen Chief Revenue Officer male
Jasvinder Singh SVP & GM of the EDA Business Unit male
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
56.3 / 66.0
Company / Sector avg.
S (Social)
58.4 / 69.5
Company / Sector avg.
G (Governance)
61.0 / 67.5
Company / Sector avg.
ESG Total
58.5 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits