Macom Technologies Solutions Holdings
MTSI
Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them
Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$779k
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Price at Q2 ’26 end
$380.37
+71.3% in the quarter
Share price change by quarter
+1.2%Q3 ’21
+20.7%Q4 ’21
-23.5%Q1 ’22
-23.0%Q2 ’22
+71.3%Q2 ’26
Managers holding it, by quarter
0Q4 ’23
0Q1 ’24
0Q2 ’24
0Q3 ’24
0Q4 ’24
0Q1 ’25
0Q2 ’25
0Q3 ’25
0Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Who holds it
| Polen Capital Management | 0.0%$779k | Added +93% |
Directors buying and selling
How this works
| Bought or sold | ||||
|---|---|---|---|---|
| 1 Oct 2026 | Roth Ambra R.SVP, GC and Secretary | ▼ Sold | 653 | $196k |
| 28 Aug 2026 | Dennehy RobertSenior VP and COO | ▼ Sold | 252 | $69k |
| 17 Aug 2026 | Kober JohnSenior VP and CFO | ▼ Sold | 1,699 | $557k |
| 17 Aug 2026 | Kober JohnSenior VP and CFO | ▼ Sold | 1,600 | $526k |
| 17 Aug 2026 | Kober JohnSenior VP and CFO | ▼ Sold | 1,590 | $510k |
| 17 Aug 2026 | Kober JohnSenior VP and CFO | ▼ Sold | 900 | $293k |
| 17 Aug 2026 | Kober JohnSenior VP and CFO | ▼ Sold | 500 | $163k |
| 17 Aug 2026 | Kober JohnSenior VP and CFO | ▼ Sold | 400 | $132k |
| 17 Aug 2026 | Kober JohnSenior VP and CFO | ▼ Sold | 400 | $130k |
| 17 Aug 2026 | Kober JohnSenior VP and CFO | ▼ Sold | 300 | $99k |
About the company
- Sector
- Technology · Semiconductors & Related Devices
- Incorporated in
- Delaware
- Financial year ends
- 3 October
- Shares outstanding
- 76m at 3 Aug 2026
- SEC filings
- Annual reports and other filings on EDGAR
Revenue and profit
$243mSep ’13
$421mOct ’15
$699mSep ’17
$500mSep ’19
$607mOct ’21
$648mSep ’23
$967mOct ’25
| Year | Revenue | Net income |
|---|---|---|
| Year to Oct 2025 | $967m | −$54.2m |
| Year to Sep 2024 | $730m | $76.9m |
| Year to Sep 2023 | $648m | $91.6m |
| Year to Sep 2022 | $675m | $440m |
| Year to Oct 2021 | $607m | $38.0m |
| Year to Oct 2020 | $530m | −$46.1m |
| Year to Sep 2019 | $500m | −$384m |
| Year to Sep 2018 | $570m | −$140m |
| Year to Sep 2017 | $699m | −$169m |
| Year to Sep 2016 | $544m | $1.4m |
| Year to Oct 2015 | $421m | $48.6m |
| Year to Oct 2014 | $339m | −$15.3m |
| Year to Sep 2013 | $243m | $18.2m |