Follow-The-Filings

Security · featured owners

SITM Sitime Corp.

COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 3.4%
  • $480M
  • 2 new 3 reduce

Who owns this now

Largest portfolio weights among featured holders · max 3.4% (Alex Sacerdote - Whale Ro...) · not free-float ownership

  1. Alex Sacerdote reduce 3.4%
  2. Ron Baron reduce 0.08%
  3. George Soros new 0.06%
  4. Polen Capital Management reduce 0.04%
  5. Lee Ainslie new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 3.4% Reduce −2.8% 560,701 $418M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.08% Reduce −40.0% 70,204 $52M history
George Soros - Soros Fund Management 2026 Q2 0.06% New 0.06% 7,000 $5M history
Polen Capital Management 2026 Q2 0.04% Reduce −21.8% 5,555 $4M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 871 $649K history

5 current · options excluded

financials

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

Income statement

Metric FY2023 FY2024 FY2025
Revenue $143.99M $202.7M $326.66M
Gross profit $82.09M $104.49M $174.99M
Gross margin * 57.0% 51.6% 53.6%
Net income -$80.54M -$93.6M -$42.9M
Net margin * -55.9% -46.2% -13.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $623.24M $544.06M $949.28M
Total non-current assets * $328.44M $340.9M $345.42M
Total assets $951.68M $884.96M $1.29B
Total current liabilities $121.39M $108.45M $84M
Total non-current liabilities * $122.24M $76.79M $54.51M
Total equity $708.05M $699.72M $1.16B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $8.06M $23.19M $87.15M
Cash from investing -$36.66M $64.76M -$427.87M
Cash from financing $3.47M -$91.31M $351.36M
Net change in cash -$25.14M -$3.36M $10.65M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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