NVTSNasdaqSemiconductors & Related DevicesFiscal year ends December 31
Navitas Semiconductor Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 27, 2026
$8.63+0.29 (+3.48%)
Close on Oct 19, 2026
- Market cap
- $2.08B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
138M
Shares held, 13F filers
Institutional holders
349
106 new, 47 sold out
Net institutional buying
26M
In Q2 2026
Insider trades, 12 months
0 buys · 25 sales
Net sold $150.70M
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. | 15,364,841 | 6.70% | 13G (passive) amendment | Mar 31, 2026 |
| Singh Ranbir | 14,943,475 | 6.40% | 13D (active) amendment | May 27, 2026 |
| Jane Street Group, LLC | 12,296,428 | 5.30% | 13G (passive) | Jul 10, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NVTS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,237,182 | – | $290.97M | −420,766 | 0.00% |
| D. E. Shaw & Co., Inc. | 9,582,697 | – | $171.72M | +5,815,093 | 0.08% |
| Vanguard Capital Management LLC | 8,998,961 | – | $161.26M | +327,511 | 0.00% |
| Vanguard Portfolio Management LLC | 8,980,628 | – | $160.93M | +4,174,221 | 0.01% |
| State Street Corp | 8,211,604 | – | $147.15M | −439,908 | 0.00% |
| Capricorn Investment Group LLC | 7,134,285 | – | $127.85M | −858,412 | 0.57% |
| Goldman Sachs Group Inc | 6,718,193 | – | $120.39M | +3,178,440 | 0.01% |
| Jane Street Group, LLC | 6,481,513 | – | $116.15M | +4,930,681 | 0.01% |
| Geode Capital Management, LLC | 5,036,405 | – | $90.27M | −46,869 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 4,224,400 | – | $75.70M | +2,405,977 | 0.14% |
| Citadel Advisors LLC | 3,056,137 | – | $54.77M | +471,403 | 0.01% |
| Two Sigma Investments, LP | 2,748,653 | – | $49.26M | +2,320,591 | 0.04% |
| Alliancebernstein L.P. | 2,592,043 | – | $22.73M | +2,387,877 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 2,418,402 | – | $43.34K | +2,245,010 | 0.00% |
| Neuberger Berman Group LLC | 2,287,992 | – | $41.00M | +2,275,108 | 0.03% |
| JPMorgan Chase & Co | 2,201,069 | – | $39.21M | +621,198 | 0.00% |
| Morgan Stanley | 2,119,525 | – | $37.98M | −683,764 | 0.00% |
| Northern Trust Corp | 1,768,742 | – | $31.70M | +75,105 | 0.00% |
| Charles Schwab Investment Management Inc | 1,635,638 | – | $29.31M | −4,530 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 1,611,443 | – | $28.88K | New | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 349 | 138M | 106 / 117 | 89 / 47 | 47M | 21M |
| Q1 2026 | 295 | 111M | 69 / 115 | 64 / 38 | 44M | 32M |
| Q4 2025 | 270 | 114M | 80 / 104 | 57 / 41 | 40M | 18M |
| Q3 2025 | 235 | 92M | 56 / 78 | 62 / 40 | 24M | 15M |
| Q2 2025 | 220 | 83M | 99 / 64 | 42 / 42 | 29M | 17M |
| Q1 2025 | 165 | 71M | 35 / 52 | 44 / 24 | 9M | 14M |
| Q4 2024 | 159 | 77M | 47 / 45 | 36 / 21 | 11M | 13M |
| Q3 2024 | 134 | 78M | 31 / 41 | 34 / 42 | 23M | 20M |
| Q2 2024 | 147 | 85M | 33 / 62 | 31 / 31 | 15M | 21M |
| Q1 2024 | 146 | 92M | 25 / 46 | 48 / 39 | 18M | 12M |
| Q4 2023 | 162 | 85M | 38 / 59 | 40 / 32 | 19M | 9M |
| Q3 2023 | 157 | 75M | 33 / 72 | 27 / 18 | 18M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NVTS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,484,447 | – | $116.20M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,718,333 | – | $84.55M | 0.10% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 3,615,610 | – | $96.18M | 0.06% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 3,575,197 | – | $64.07M | 1.84% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,338,937 | – | $41.91M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,309,821 | – | $41.39M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,010,557 | – | $21.83M | 0.06% | Jul 31, 2026 |
| T. Rowe Price Science & Technology Fund, Inc. | 1,943,200 | – | $34.82M | 0.21% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 1,696,884 | – | $30.41M | 0.20% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,483,329 | – | $26.58M | 0.04% | Jun 30, 2026 |
| AB Small Cap Growth Portfolio | 1,153,790 | – | $20.68M | 0.66% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 1,044,525 | – | $27.78M | 0.16% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 1,020,913 | – | $27.16M | 0.06% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 952,382 | – | $25.33M | 0.11% | May 31, 2026 |
| VistaShares Artificial Intelligence Supercycle ETF | 873,345 | – | $23.23M | 3.33% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Chris Allexandre | PRESIDENT AND CEO, Director | 1,072,633 | May 29, 2026 |
| Eugene Sheridan | PRESIDENT & CEO, Director | 7,999,420 | Jun 13, 2025 |
| Tonya Stevens | Chief Financial Officer | 559,912 | Apr 10, 2026 |
| Todd Glickman | Sr. V.P., CFO & Treasurer | 960,471 | Mar 17, 2026 |
| David Moxam | Director | 12,975,322 | Aug 26, 2026 |
| Gregory Michael Fischer | Director | 14,829 | Aug 26, 2026 |
| Cristiano Amoruso | Director | 34,624 | Aug 26, 2026 |
| Dipender Saluja | Director | 17,775,126 | Aug 26, 2026 |
| Brian Long | Director | 14,797,944 | Aug 26, 2026 |
| Gary Kent Wunderlich JR | Director | 8,707,734 | Aug 26, 2026 |
| Davin Lee | Director | 13,420 | Aug 26, 2026 |
| Richard J. Hendrix | Director | 8,835,614 | Aug 26, 2026 |
| Ranbir Singh | Director | 14,943,475 | May 29, 2026 |
| SiCPower, LLC | 10% owner | 22,390,042 | Jun 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Dipender Saluja Director | Jul 31, 2026 | Award | +951 | $13.15 | $12.51K | 155,087 |
| Dipender Saluja Director | Jul 31, 2026 | Award | +951 | $13.15 | $12.51K | 145,097 |
| Brian Long Director | Jul 22, 2026 | Award | +9,990 | – | – | 9,990 |
| Cristiano Amoruso Director | Jul 22, 2026 | Award | +9,990 | – | – | 34,624 |
| Gregory Michael Fischer Director | Jul 22, 2026 | Award | +9,990 | – | – | 14,829 |
| David Moxam Director | Jul 22, 2026 | Award | +9,990 | – | – | 32,038 |
| Richard J. Hendrix Director | Jul 22, 2026 | Award | +9,990 | – | – | 43,845 |
| Davin Lee Director | Jul 22, 2026 | Award | +9,990 | – | – | 13,420 |
| Gary Kent Wunderlich JR Director | Jul 22, 2026 | Award | +9,990 | – | – | 17,674 |
| Dipender Saluja Director | Jul 22, 2026 | Award | +9,990 | – | – | 154,136 |
| Gary Kent Wunderlich JR Director | Jun 2, 2026 | Gift | −6,280 | – | – | 7,684 |
| Ranbir Singh Director | May 28, 2026 | Sale | −664,058 | $28.72 | $19.07M | 14,943,475 |
| Richard J. Hendrix Director | May 28, 2026 | Sale | −35,165 | $28.14 | $989.54K | 2,375,060 |
| Richard J. Hendrix Director | May 28, 2026 | Sale | −75,000 | $29.34 | $2.20M | 101,709 |
| Gary Kent Wunderlich JR Director | May 28, 2026 | Sale | −35,165 | $28.14 | $989.54K | 2,375,060 |
| Gary Kent Wunderlich JR Director | May 28, 2026 | Sale | −73,000 | $28.11 | $2.05M | 13,964 |
| Ranbir Singh Director | May 27, 2026 | Sale | −3,060,118 | $29.29 | $89.63M | 15,607,533 |
| Richard J. Hendrix Director | May 27, 2026 | Sale | −33,649 | $29.66 | $998.03K | 33,855 |
| Chris Allexandre PRESIDENT AND CEO, Director | May 27, 2026 | Sale | −13,323 | $31.81 | $423.80K | 1,072,633 |
| Richard J. Hendrix Director | May 18, 2026 | Other | +1,147,225 | – | – | 2,410,225 |
| Gary Kent Wunderlich JR Director | May 18, 2026 | Other | +1,147,225 | – | – | 2,410,225 |
| Dipender Saluja Director | May 9, 2026 | Award | +864 | $14.47 | $12.50K | 144,146 |
| Dipender Saluja Director | May 9, 2026 | Award | +864 | $14.47 | $12.50K | 144,146 |
| Davin Lee Director | Apr 30, 2026 | Award | +3,430 | – | – | 3,430 |
| Gregory Michael Fischer Director | Apr 28, 2026 | Award | +4,839 | – | – | 4,839 |
| Chris Allexandre PRESIDENT AND CEO, Director | Apr 1, 2026 | Award | +272,633 | – | – | 1,085,956 |
| Tonya Stevens Chief Financial Officer | Mar 30, 2026 | Award | +559,912 | – | – | 559,912 |
| Todd Glickman Sr. V.P., CFO & Treasurer | Mar 17, 2026 | Sale(10b5-1 plan) | −98,152 | $10.78 | $1.06M | 735,231 |
| Chris Allexandre PRESIDENT AND CEO, Director | Mar 3, 2026 | Sale(10b5-1 plan) | −9,236 | $8.93 | $82.48K | 813,323 |
| Chris Allexandre PRESIDENT AND CEO, Director | Mar 3, 2026 | Award | +22,559 | – | – | 822,559 |
| Ranbir Singh Director | Feb 26, 2026 | Sale | −389,096 | $9.52 | $3.70M | 0 |
| Todd Glickman Sr. V.P., CFO & Treasurer | Feb 26, 2026 | Award | +32,636 | – | – | 845,915 |
| Todd Glickman Sr. V.P., CFO & Treasurer | Feb 26, 2026 | Sale(10b5-1 plan) | −12,532 | $9.82 | $123.06K | 833,383 |
| Dipender Saluja Director | Dec 15, 2025 | Sale | −873,488 | $8.10 | $7.08M | 4,755,536 |
| Dipender Saluja Director | Dec 12, 2025 | Sale | −315,396 | $8.65 | $2.73M | 5,629,024 |
| Ranbir Singh Director | Dec 12, 2025 | Sale | −179,354 | $8.68 | $1.56M | 389,096 |
| Gary Kent Wunderlich JR Director | Dec 11, 2025 | Sale | −49,651 | $9.31 | $462.25K | 86,964 |
| Gary Kent Wunderlich JR Director | Dec 10, 2025 | Sale | −78,649 | $9.25 | $727.50K | 136,615 |
| Gary Kent Wunderlich JR Director | Dec 9, 2025 | Sale | −50,000 | $9.25 | $462.50K | 215,264 |
| Todd Glickman Sr. V.P., CFO & Treasurer | Dec 8, 2025 | Sale | −78,307 | $9.77 | $765.06K | 813,279 |
| Brian Long Director | Dec 3, 2025 | Sale | −48,165 | $8.50 | $409.40K | 0 |
| Brian Long Director | Dec 2, 2025 | Sale | −22,034 | $8.51 | $187.51K | 58,165 |
| Brian Long Director | Dec 1, 2025 | Sale | −142,150 | $8.55 | $1.22M | 80,199 |
| Brian Long Director | Nov 26, 2025 | Sale | −1,493,046 | $8.55 | $12.77M | 222,349 |
| Todd Glickman Sr. V.P., CFO & Treasurer | Nov 21, 2025 | Sale(10b5-1 plan) | −345 | $7.41 | $2.56K | 891,586 |
| Todd Glickman Sr. V.P., CFO & Treasurer | Nov 21, 2025 | Award | +663 | – | – | 891,931 |
| Todd Glickman Sr. V.P., CFO & Treasurer | Nov 5, 2025 | Sale(10b5-1 plan) | −96,313 | $10.56 | $1.02M | 891,268 |
| Dipender Saluja Director | Nov 4, 2025 | Award | +2,045 | – | – | 143,282 |
| Brian Long Director | Sep 15, 2025 | Sale | −500,000 | $6.11 | $3.06M | 1,715,395 |
| Brian Long Director | Sep 11, 2025 | Sale | −455,596 | $6.05 | $2.76M | 2,215,395 |
| Brian Long Director | Sep 10, 2025 | Sale | −750,000 | $5.84 | $4.38M | 2,670,991 |
| Brian Long Director | Sep 9, 2025 | Sale | −497,700 | $5.76 | $2.87M | 3,420,991 |
| Brian Long Director | Sep 5, 2025 | Sale | −2,300 | $5.75 | $13.23K | 3,918,691 |
| Chris Allexandre PRESIDENT AND CEO, Director | Sep 3, 2025 | Award | +800,000 | – | – | 800,000 |
| Brian Long Director | Aug 27, 2025 | Sale | −500,000 | $6.05 | $3.03M | 3,920,991 |
| Todd Glickman Sr. V.P., CFO & Treasurer | Aug 21, 2025 | Tax withholding | −3,882 | $6.25 | $24.26K | 987,581 |
| Dipender Saluja Director | Aug 6, 2025 | Award | +40,540 | – | – | 141,237 |
| Dipender Saluja Director | Aug 6, 2025 | Award | +22,048 | – | – | 100,697 |
| Cristiano Amoruso Director | Aug 6, 2025 | Award | +2,586 | – | – | 24,634 |
| Cristiano Amoruso Director | Aug 6, 2025 | Award | +22,048 | – | – | 22,048 |
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 |
|---|---|---|---|---|---|
| Richard J. Hendrix Director | May 28, 2026 | 75,000 | $2.17M | May 28, 2026 | Private placement |
| Oak Merchant Partners Llc Live Affiliate | May 28, 2026 | 35,165 | $990.25K | May 28, 2026 | Merger/Acquisition |
| Singh Ranbir Director | May 28, 2026 | 664,058 | $19.07M | May 28, 2026 | Merger/Acquisition |
| K. Wunderlich Gary Director | May 28, 2026 | 73,000 | $2.05M | May 28, 2026 | Restricted Stock |
| Singh Ranbir Director | May 27, 2026 | 3,060,118 | $89.62M | May 27, 2026 | Merger/Acquisition |
| Hendrix Richard Director | May 27, 2026 | 33,649 | $998.04K | May 27, 2026 | Restricted Stock |
| Glickman Todd Officer | May 8, 2026 | 85,000 | $1.48M | May 8, 2026 | Restricted Stock |
| Glickman Todd Officer | Mar 17, 2026 | 80,000 | $792.85K | Mar 17, 2026 | Restricted Stock |
| Allexandre Chris President and Chief Executive Officer | Mar 17, 2026 | 13,323 | $139.76K | Mar 17, 2026 | RSU vesting |
| Sicpower, Llc Director | Feb 26, 2026 | 389,096 | $3.70M | Feb 26, 2026 | Merger/Acquisition |
| Investment Group Lp Capricorn-Libra Affiliate | Dec 15, 2025 | 873,488 | $7.08M | Dec 15, 2025 | Private Acquisition from Issuer/Affiliate |
| Sicpower, Llc Director | Dec 12, 2025 | 179,354 | $1.56M | Dec 12, 2025 | Merger/Acquisition |
| Investment Group Lp Capricorn-Libra Affiliate | Dec 12, 2025 | 315,396 | $2.73M | Dec 12, 2025 | Private Acquisition from Issuer/Affiliate |
| K. Wunderlich Gary Director | Dec 11, 2025 | 49,651 | $462.25K | Dec 11, 2025 | Merger/Acquisition |
| K. Wunderlich Gary Director | Dec 10, 2025 | 78,649 | $727.50K | Dec 10, 2025 | Restricted Stock |