CEVANasdaqServices-Computer Programming, Data Processing, Etc.Fiscal year ends December 31
CEVA INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$28.78+1.28 (+4.65%)
Close on Oct 19, 2026
- Market cap
- $805.72M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.6%
25M of 28M shares
Institutional holders
209
73 new, 20 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 0 sales
Net bought $173.91K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,339,239 | 8.40% | 13G (passive) amendment | Jun 30, 2026 |
| Senvest Management, LLC | 2,209,771 | 9.30% | 13G (passive) amendment | Sep 30, 2025 |
| State Street Corporation | 1,672,919 | 6.00% | 13G (passive) | Jun 30, 2026 |
| Richard Mashaal | 1,633,155 | 5.90% | 13G (passive) amendment | Jun 30, 2026 |
| Morgan Stanley | 1,421,185 | 5.10% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 1,406,251 | 5.04% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CEVA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,417,205 | 8.59% | $114.00M | +209,237 | 0.00% |
| State Street Corp | 1,672,919 | 5.94% | $78.89M | +430,418 | 0.00% |
| Senvest Management, LLC | 1,633,155 | 5.80% | $77.02M | −725,457 | 2.26% |
| Morgan Stanley | 1,446,384 | 5.14% | $68.21M | −394,656 | 0.00% |
| Vanguard Capital Management LLC | 1,196,013 | 4.25% | $56.40M | +62,514 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 1,180,701 | 4.19% | $55.68K | +492,950 | 0.04% |
| Vanguard Portfolio Management LLC | 1,117,029 | 3.97% | $52.68M | −17,473 | 0.00% |
| Neuberger Berman Group LLC | 1,102,905 | 3.92% | $51.61M | +94,844 | 0.03% |
| AWM Investment Company, Inc. | 799,806 | 2.84% | $37.72M | −65,000 | 3.27% |
| Geode Capital Management, LLC | 723,085 | 2.57% | $34.11M | +81,061 | 0.00% |
| Deutsche Bank AG\ | 719,690 | 2.56% | $33.94M | +150,700 | 0.01% |
| Disciplined Growth Investors Inc /Mn | 662,802 | 2.35% | $31.26M | +212,318 | 0.53% |
| Dimensional Fund Advisors LP | 585,813 | 2.08% | $27.62M | +10,066 | 0.01% |
| D. E. Shaw & Co., Inc. | 501,648 | 1.78% | $23.66M | +31,261 | 0.01% |
| Oaktop Capital Management Ii, L.P. | 446,377 | 1.59% | $21.05M | – | 0.90% |
| Acadian Asset Management LLC | 443,405 | 1.57% | $20.90K | −314,914 | 0.02% |
| Defiance ETFs, LLC | 433,181 | 1.54% | $19.71M | −11,502 | 0.27% |
| Penserra Capital Management LLC | 433,181 | 1.54% | $20.43K | −11,502 | 0.16% |
| First Eagle Investment Management, LLC | 418,234 | 1.49% | $19.72M | New | 0.02% |
| Herald Investment Management Ltd | 369,363 | 1.31% | $17.42M | −150,637 | 2.36% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 209 | 25M | 89.6% | 73 / 66 | 49 / 20 | 5M | 4M |
| Q1 2026 | 158 | 25M | 88.6% | 29 / 55 | 48 / 41 | 6M | 3M |
| Q4 2025 | 174 | 25M | 89.1% | 47 / 61 | 43 / 36 | 6M | 4M |
| Q3 2025 | 163 | 23M | 80.6% | 22 / 52 | 55 / 20 | 2M | 2M |
| Q2 2025 | 161 | 22M | 79.8% | 21 / 56 | 58 / 30 | 3M | 2M |
| Q1 2025 | 171 | 21M | 75.6% | 25 / 55 | 64 / 20 | 2M | 1M |
| Q4 2024 | 167 | 21M | 73.1% | 31 / 46 | 59 / 24 | 1M | 1M |
| Q3 2024 | 160 | 21M | 74.1% | 30 / 56 | 46 / 11 | 6M | 1M |
| Q2 2024 | 143 | 20M | 72.3% | 30 / 41 | 50 / 25 | 1M | 2M |
| Q1 2024 | 139 | 21M | 74.3% | 13 / 42 | 51 / 32 | 2M | 1M |
| Q4 2023 | 160 | 21M | 73.2% | 28 / 55 | 54 / 20 | 2M | 2M |
| Q3 2023 | 152 | 20M | 70.9% | 19 / 54 | 54 / 21 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CEVA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 847,027 | 3.01% | $39.95M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 725,736 | 2.58% | $34.23M | 0.04% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 699,695 | 2.49% | $33.00M | 0.95% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 676,874 | 2.40% | $27.06M | 0.02% | May 31, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 460,695 | 1.64% | $21.73M | 0.23% | Jun 30, 2026 |
| Defiance Connective Technologies ETF | 433,181 | 1.54% | $20.43M | 2.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 322,009 | 1.14% | $15.19M | 0.02% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 305,385 | 1.08% | $14.40M | 0.51% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 303,591 | 1.08% | $9.91M | 0.03% | Jul 31, 2026 |
| Neuberger Intrinsic Value Fund | 279,359 | 0.99% | $11.17M | 0.74% | May 31, 2026 |
| Invesco Dorsey Wright Technology Momentum ETF | 250,805 | 0.89% | $8.19M | 1.41% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 237,263 | 0.84% | $11.19M | 0.07% | Jun 30, 2026 |
| Meridian Contrarian Fund | 229,000 | 0.81% | $10.80M | 1.59% | Jun 30, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 227,415 | 0.81% | $10.72M | 0.21% | Jun 30, 2026 |
| Needham Small Cap Growth Fund | 210,000 | 0.75% | $9.90M | 2.37% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Amir Panush | Chief Executive Officer, Director | 336,619 | 1.20% | Aug 11, 2026 |
| Gweltaz Toquet | Chief Commercial Officer | 83,527 | 0.30% | Aug 11, 2026 |
| Yaniv Arieli | Chief Financial Officer | 187,964 | 0.67% | Aug 11, 2026 |
| Michael Boukaya | Chief Operating Officer | 55,880 | 0.20% | May 18, 2026 |
| Louis Silver | Director | 69,561 | 0.25% | Jun 11, 2026 |
| Peter McManamon | Director | 329,579 | 1.17% | Jun 11, 2026 |
| Maria Marced | Director | 37,825 | 0.13% | Jun 3, 2026 |
| Bernadette Andrietti | Director | 25,994 | 0.09% | Jun 3, 2026 |
| Jaclyn Liu | Director | 44,223 | 0.16% | Jun 3, 2026 |
| Amir Faintuch | Director | 13,347 | 0.05% | Jun 3, 2026 |
| Sven Christer Nilsson | Director | 51,846 | 0.18% | May 7, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Yaniv Arieli Chief Financial Officer | Aug 7, 2026 | Award | +30,293 | – | – | 187,964 |
| Amir Panush Chief Executive Officer, Director | Aug 7, 2026 | Award | +60,587 | – | – | 336,619 |
| Gweltaz Toquet Chief Commercial Officer | Aug 7, 2026 | Award | +30,293 | – | – | 83,527 |
| Peter McManamon Director | Jun 9, 2026 | Award | +0 | – | – | 272,085 |
| Peter McManamon Director | Jun 9, 2026 | Tax withholding | −8,331 | $45.66 | $380.39K | 57,494 |
| Peter McManamon Director | Jun 9, 2026 | Option exercise | +14,000 | $27.17 | $380.38K | 65,825 |
| Louis Silver Director | Jun 9, 2026 | Option exercise | +13,000 | $27.17 | $353.21K | 69,561 |
| Louis Silver Director | Jun 9, 2026 | Tax withholding | −7,736 | $45.66 | $353.23K | 61,825 |
| Louis Silver Director | Jun 2, 2026 | Award | +3,325 | – | – | 56,561 |
| Bernadette Andrietti Director | Jun 2, 2026 | Award | +3,325 | – | – | 25,994 |
| Amir Faintuch Director | Jun 2, 2026 | Award | +3,325 | – | – | 13,347 |
| Jaclyn Liu Director | Jun 2, 2026 | Award | +3,325 | – | – | 35,795 |
| Maria Marced Director | Jun 2, 2026 | Award | +3,325 | – | – | 37,825 |
| Peter McManamon Director | Jun 2, 2026 | Award | +3,325 | – | – | 51,825 |
| Peter McManamon Director | Jun 2, 2026 | Award | +0 | – | – | 272,085 |
| Gweltaz Toquet Chief Commercial Officer | May 20, 2026 | Returned to company | −20,922 | $37.50 | $784.58K | 53,234 |
| Michael Boukaya Chief Operating Officer | May 15, 2026 | Returned to company | −1,104 | $36.13 | $39.89K | 55,880 |
| Michael Boukaya Chief Operating Officer | May 15, 2026 | Returned to company | −19,396 | $36.13 | $700.78K | 56,984 |
| Jaclyn Liu Director | Feb 23, 2026 | Buy | +1,310 | $19.15 | $25.09K | 32,470 |
| Yaniv Arieli Chief Financial Officer | Feb 20, 2026 | Buy | +2,500 | $19.34 | $48.35K | 157,671 |
| Amir Panush Chief Executive Officer, Director | Feb 19, 2026 | Award | +50,838 | – | – | 276,032 |
| Amir Panush Chief Executive Officer, Director | Feb 19, 2026 | Buy | +5,100 | $19.70 | $100.47K | 225,194 |
| Michael Boukaya Chief Operating Officer | Feb 19, 2026 | Award | +12,709 | – | – | 76,380 |
| Gweltaz Toquet Chief Commercial Officer | Feb 19, 2026 | Award | +17,793 | – | – | 74,156 |
| Yaniv Arieli Chief Financial Officer | Feb 19, 2026 | Award | +17,793 | – | – | 155,171 |
| Amir Panush Chief Executive Officer, Director | Feb 15, 2026 | Award | +25,794 | – | – | 220,094 |
| Michael Boukaya Chief Operating Officer | Feb 15, 2026 | Award | +4,585 | – | – | 63,671 |
| Gweltaz Toquet Chief Commercial Officer | Feb 15, 2026 | Award | +4,585 | – | – | 56,363 |
| Yaniv Arieli Chief Financial Officer | Feb 15, 2026 | Award | +5,158 | – | – | 137,378 |
| Peter McManamon Director | Jun 30, 2025 | Option exercise | +14,000 | $19.43 | $272.02K | 48,500 |
| Peter McManamon Director | Jun 30, 2025 | Award | +0 | – | – | 272,085 |
| Michael Boukaya Chief Operating Officer | May 5, 2025 | Award | +13,844 | – | – | 59,086 |
| Amir Panush Chief Executive Officer, Director | May 5, 2025 | Award | +34,612 | – | – | 193,737 |
| Jaclyn Liu Director | May 5, 2025 | Award | +6,198 | – | – | 31,160 |
| Peter McManamon Director | May 5, 2025 | Award | +6,198 | – | – | 34,500 |
| Peter McManamon Director | May 5, 2025 | Award | +0 | – | – | 272,085 |
| Sven Christer Nilsson Director | May 5, 2025 | Award | +6,198 | – | – | 51,846 |
| Yaniv Arieli Chief Financial Officer | May 5, 2025 | Award | +15,575 | – | – | 131,657 |
| Louis Silver Director | May 5, 2025 | Award | +6,198 | – | – | 53,236 |
| Bernadette Andrietti Director | May 5, 2025 | Award | +6,198 | – | – | 22,669 |
| Maria Marced Director | May 5, 2025 | Award | +6,198 | – | – | 34,500 |
| Amir Faintuch Director | May 5, 2025 | Award | +6,198 | – | – | 10,022 |
| Gweltaz Toquet Chief Commercial Officer | May 5, 2025 | Award | +13,844 | – | – | 51,778 |
| Louis Silver Director | Mar 14, 2025 | Tax withholding | −8,480 | $30.98 | $262.71K | 51,558 |
| Louis Silver Director | Mar 14, 2025 | Sale | −4,520 | $30.98 | $140.03K | 47,038 |
| Louis Silver Director | Mar 14, 2025 | Option exercise | +13,000 | $19.43 | $252.59K | 60,038 |
| Gweltaz Toquet Chief Commercial Officer | Feb 12, 2025 | Award | +10,430 | – | – | 37,934 |
| Amir Panush Chief Executive Officer, Director | Feb 12, 2025 | Award | +62,170 | – | – | 158,576 |
| Yaniv Arieli Chief Financial Officer | Feb 12, 2025 | Award | +15,446 | – | – | 115,532 |
| Michael Boukaya Chief Operating Officer | Feb 12, 2025 | Award | +12,637 | – | – | 45,242 |
| Amir Faintuch Director | Jan 28, 2025 | Award | +3,824 | – | – | 3,824 |
| Maria Marced Director | Jul 1, 2024 | Award | +6,462 | – | – | 28,302 |
| Peter McManamon Director | Jul 1, 2024 | Award | +6,462 | – | – | 28,302 |
| Peter McManamon Director | Jul 1, 2024 | Award | +0 | – | – | 272,085 |
| Sven Christer Nilsson Director | Jul 1, 2024 | Award | +6,462 | – | – | 45,648 |
| Jaclyn Liu Director | Jul 1, 2024 | Award | +6,462 | – | – | 24,962 |
| Bernadette Andrietti Director | Jul 1, 2024 | Award | +6,462 | – | – | 16,471 |
| Louis Silver Director | Jul 1, 2024 | Award | +6,462 | – | – | 47,038 |
| Louis Silver Director | Jun 13, 2024 | Option exercise | +3,934 | $14.77 | $58.11K | 44,510 |
| Louis Silver Director | Jun 13, 2024 | Sale | −3,934 | $20.72 | $81.51K | 40,576 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Boukaya Michael Officer | Aug 20, 2026 | 51,512 | $1.53M | Aug 19, 2026 | Shares issued upon vesting of RSUs |
| Gweltaz Toquet Officer | May 21, 2026 | 20,922 | $762.40K | May 20, 2026 | Restricted Stock Units |
| Michael Boukaya Officer | May 18, 2026 | 20,500 | $778.80K | May 15, 2026 | Restricted Stock Units |
| Louis Silver Director | Mar 17, 2025 | 4,520 | $134.65K | Mar 14, 2025 | Employee Stock Option Plan |
| Louis Silver Director | Jun 14, 2024 | 3,934 | $83.32K | Jun 13, 2024 | Employee Stock Option Plan |
| Louis Silver Director | Mar 18, 2024 | 4,730 | $109.83K | Mar 15, 2024 | Employee Stock Options plan |
| Gideon Wertheizer Officer | Feb 20, 2024 | 44,312 | $1.09M | Feb 16, 2024 | Restricted Stock Units |
| Louis Silver Director | Jun 15, 2023 | 6,817 | $178.88K | Jun 14, 2023 | Employee Stock Options plan |