Heartland Advisors’s Silicon Motion SIMO Stock Holding History

Heartland Advisors’s Portfolio SIMO Stock Details SIMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.3M	Sell	252,084 -20,314	-7%	-$2.47M	1.44%	3
2025 Q4	$25.3M	Sell	272,398 -83,372	-23%	-$7.65M	1.36%	7
2025 Q3	$33.7M	Sell	355,770 -45,962	-11%	-$3.65M	1.78%	2
2025 Q2	$30.2M	Sell	401,732 -49,023	-11%	-$2.78M	1.68%	2
2025 Q1	$22.8M	Buy	450,755 +3,617	+0.8%	+$196K	1.31%	7
2024 Q4	$24.2M	Buy	447,138 +79,383	+22%	+$4.45M	1.31%	10
2024 Q3	$22.3M	Buy	367,755 +42,988	+13%	+$2.83M	1.17%	12
2024 Q2	$26.3M	Buy	324,767 +32,792	+11%	+$2.56M	1.47%	8
2024 Q1	$22.5M	Sell	291,975 -35,900	-11%	-$2.45M	1.18%	14
2023 Q4	$20.1M	Buy	327,875 +127,875	+64%	+$7.31M	1.05%	18
2023 Q3	$10.3M	Buy	200,000 +50,000	+33%	+$2.84M	0.58%	73
2023 Q2	$10.8M	Buy	150,000 +50,000	+50%	+$3.2M	0.62%	68
2023 Q1	$6.55M	Buy	+100,000	New	+$6.57M	0.4%	110

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

ACM

Analog Century Management New York $2.09B AUM 186.85% 1-Year Est. Return

Heartland Advisors's SIMO Position: Q1 2026 in Review

Heartland Advisors reduced its Silicon Motion (SIMO) stake by 7.5% in Q1 2026, selling an estimated $2.47M and leaving 252,084 shares worth $28.3M. The position accounts for 1.44% of the portfolio, ranked #3.

Heartland Advisors first reported a position in SIMO in Q1 2023 and has held it in 13 quarters since. The position peaked at $33.7M in Q3 2025. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

Heartland Advisors held 252,084 shares of Silicon Motion worth $28.3M as of Q1 2026.
Heartland Advisors sold 20,314 Silicon Motion shares in Q1 2026, an estimated $2.47M.
Silicon Motion made up 1.44% of Heartland Advisors's portfolio in Q1 2026, its #3 holding.
Heartland Advisors first reported a position in Silicon Motion in Q1 2023 and has held it in 13 quarters since.
Heartland Advisors's Silicon Motion position peaked at $33.7M in Q3 2025.
273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.