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 Q2	$41.3M	Sell	123,895 -128,189	-51%	-$29.7M	1.84%	1
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 $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

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

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Heartland Advisors's SIMO Position: Q2 2026 in Review

Heartland Advisors reduced its Silicon Motion (SIMO) stake by 51% in Q2 2026, selling an estimated $29.7M and leaving 123,895 shares worth $41.3M. The position accounts for 1.84% of the portfolio, ranked #1.

Heartland Advisors first reported a position in SIMO in Q1 2023 and has held it in 14 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Heartland Advisors held 123,895 shares of Silicon Motion worth $41.3M as of Q2 2026.
Heartland Advisors sold 128,189 Silicon Motion shares in Q2 2026, an estimated $29.7M.
Silicon Motion made up 1.84% of Heartland Advisors's portfolio in Q2 2026, its #1 holding.
Heartland Advisors first reported a position in Silicon Motion in Q1 2023 and has held it in 14 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.