Follow-The-Filings

Security

Qorvo Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 1 new max 12.7% (Starboard Value LP)

owners 17
max % 12.7%
tracked value $2B
qoq N 1 A 4 R 9

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Starboard Value LP 2026 Q1 12.7% 7,510,871 $581M hist
Vulcan Value Partners, LLC 2026 Q1 0.6% Reduce -1.16 pp 268,813 $21M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.01 pp 2,224,288 $172M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.02 pp 1,601,268 $124M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add 0.00 pp 544,206 $42M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.01 pp 300,586 $23M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 210,714 $18M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.01 pp 287,765 $22M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 241,503 $19M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 10,700,006 $904M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,093,721 $92M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add 0.00 pp 37,139 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 140,968 $11M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 76,311 $6M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 18,439 $1M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 16,385 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 193 $15 hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 2.02,9.01
10-Q 10-Q
DEFA14A DEFA14A
8-K 1.01,9.01
8-K 5.02
4 Period Jun 4, 2026
4 Period Jun 1, 2026
4 Period Jun 2, 2026
4 Period May 22, 2026
4 Period May 22, 2026
4 Period May 19, 2026
4 Period May 15, 2026
4 Period May 15, 2026
4 Period May 12, 2026
4 Period May 12, 2026
4 Period May 12, 2026
4 Period May 12, 2026
4 Period May 12, 2026
4 Period May 12, 2026
4 Period May 12, 2026
10-K 10-K
4 Period May 5, 2026
4 Period May 5, 2026
4 Period May 5, 2026
4 Period May 5, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $3.57B $3.77B $3.72B $3.68B
Gross profit $1.3B $1.49B $1.54B $1.69B
Gross margin * 36.3% 39.5% 41.3% 45.9%
Net income $103.15M -$70.32M $55.62M $338.99M
Net margin * 2.9% -1.9% 1.5% 9.2%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $2.03B $2.45B $2.17B $2.31B
Total non-current assets * $4.66B $4.11B $3.77B $3.52B
Total assets $6.69B $6.55B $5.93B $5.83B
Total current liabilities $555.76M $1.23B $783.18M $712.76M
Total non-current liabilities * $2.23B $1.77B $1.76B $1.77B
Total equity $3.9B $3.56B $3.39B $3.34B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $843.23M $833.19M $622.2M $808.63M
Cash from investing -$153.41M -$136.47M $36.56M -$43.6M
Cash from financing -$853.35M -$459.57M -$684.36M -$566.53M
Net change in cash -$163.86M $240.32M -$28.08M $197.84M

ownership over time

filing count by report period · click a bar for that quarter’s holders