IAM
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Iridian Asset Management’s ON Semiconductor ON Stock Holding History

Iridian Asset Management’s Portfolio ON Stock Details ON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.44M Sell
87,878
-3,754
-4% -$236K 2.21% 15
2025
Q4 		$4.96M Buy
91,632
+28,778
+46% +$1.48M 1.83% 22
2025
Q3 		$3.1M Sell
62,854
-6,886
-10% -$362K 1.22% 24
2025
Q2 		$3.66M Sell
69,740
-35,720
-34% -$1.55M 1.27% 25
2025
Q1 		$4.29M Buy
105,460
+17,105
+19% +$861K 1.35% 24
2024
Q4 		$5.57M Sell
88,355
-2,354
-3% -$162K 1.48% 24
2024
Q3 		$6.59M Buy
90,709
+17,020
+23% +$1.24M 1.41% 21
2024
Q2 		$5.05M Buy
73,689
+22,214
+43% +$1.56M 1.14% 26
2024
Q1 		$3.79M Buy
51,475
+3,369
+7% +$258K 0.74% 34
2023
Q4 		$4.02M Buy
48,106
+10,854
+29% +$853K 0.73% 34
2023
Q3 		$3.46M Sell
37,252
-61,772
-62% -$6M 0.7% 34
2023
Q2 		$9.37M Sell
99,024
-19,916
-17% -$1.65M 0.87% 32
2023
Q1 		$9.79M Sell
118,940
-58,004
-33% -$4.41M 0.8% 31
2022
Q4 		$11M Sell
176,944
-30,363
-15% -$2.03M 1.06% 32
2022
Q3 		$12.9M Sell
207,307
-100,349
-33% -$6.46M 1.28% 28
2022
Q2 		$15.5M Sell
307,656
-14,044
-4% -$783K 1.27% 30
2022
Q1 		$20.1M Sell
321,700
-62,073
-16% -$3.78M 1.4% 30
2021
Q4 		$26.1M Sell
383,773
-566,975
-60% -$32.1M 1.6% 26
2021
Q3 		$43.5M Buy
+950,748
New +$40.6M 1.33% 36

Other funds holding ON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Iridian Asset Management's ON Position: Q1 2026 in Review

Iridian Asset Management reduced its ON Semiconductor (ON) stake by 4.1% in Q1 2026, selling an estimated $236K and leaving 87,878 shares worth $5.44M. The position accounts for 2.21% of the portfolio, ranked #15.

Iridian Asset Management first reported a position in ON in Q3 2021 and has held it in 19 quarters since. The position peaked at $43.5M in Q3 2021. 827 funds tracked by Wall St. Rank hold ON as of Q1 2026.

  • Iridian Asset Management held 87,878 shares of ON Semiconductor worth $5.44M as of Q1 2026.
  • Iridian Asset Management sold 3,754 ON Semiconductor shares in Q1 2026, an estimated $236K.
  • ON Semiconductor made up 2.21% of Iridian Asset Management's portfolio in Q1 2026, its #15 holding.
  • Iridian Asset Management first reported a position in ON Semiconductor in Q3 2021 and has held it in 19 quarters since.
  • Iridian Asset Management's ON Semiconductor position peaked at $43.5M in Q3 2021.
  • 827 funds tracked by Wall St. Rank held ON Semiconductor as of Q1 2026.

Based on Iridian Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.