§ SEMICONDUCTORS
USD · SemiconductorsQRVO
QORVO INC
USDSector · SemiconductorsBeta · 1.34
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
274 increased/new, 187 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 21.4 | P/B | 1.99 |
| EPS (TTM) | 3.63 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 10.4M | 0.0% | +1% |
| Starboard Value LP | 7.5M | 12.7% | ±0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8M | n/a | n/a |
| State Street | 3.6M | 0.0% | +2% |
| FIL Ltd | 3.6M | 0.2% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for QRVO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER3.3% · 0 holders
OTHER38.6% · 403 holders
PASSIVE / INDEX15.2% · 12 holders
QUALITY / COMPOUNDER13.3% · 28 holders
DEALER / BANK11.5% · 41 holders
ACTIVIST9.8% · 2 holders
TACTICAL / MACRO3.2% · 6 holders
SYSTEMATIC / QUANT3.1% · 15 holders
INCOME / DEFENSIVE2.0% · 29 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for QRVO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention QRVO yet.