News Summary
PositiveSiTime delivered exceptional Q2 2026 results with 127% YoY revenue growth to $157.4M and beat EPS estimates ($2.34 vs. consensus), driven by robust AI infrastructure demand. The July 1 close of the Renesas timing business acquisition—expanding the clocking portfolio 10x and adding 70% gross margin assets—positions the company to accelerate toward its $1B revenue target, with Q3 guidance of $285–$295M reflecting continued strong momentum.
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Point72 | Steve Cohen | 24K | +24K | $18M | <0.1% | — | NEW |
| Soros Fund Management | Soros Family Office | 7K | +7K | $5M | <0.1% | — | NEW |
| Maverick Capital | Lee Ainslie | 871 | +871 | $1M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Frank Edward H. | — | SELL | 1K | $745.00 | $0.74M | 2026-08-17 | ↗ |
| Kreindl Torsten | — | SELL | 345 | $750.12 | $0.26M | 2026-08-17 | ↗ |
| Kreindl Torsten | — | SELL | 350 | $700.00 | $0.24M | 2026-08-14 | ↗ |
| SCHUELKE KATHERINE | — | SELL | 500 | $698.05 | $0.35M | 2026-08-11 | ↗ |
| Bonnot Lionel | See Remarks | SELL | 2K | $725.00 | $1.09M | 2026-08-10 | ↗ |
| Kreindl Torsten | — | SELL | 350 | $735.00 | $0.26M | 2026-08-07 | ↗ |
| Kreindl Torsten | — | SELL | 700 | $715.00 | $0.50M | 2026-08-07 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | SC 13G/A | 1.2M | 4.6% | 2026-07-31 | ↗ |
| BlackRock, Inc. | SC 13G/A | 2.2M | 8.3% | 2026-07-30 | ↗ |
| Renesas Electronics America Inc. | SC 13D | 3.6M | 11.9% | 2026-07-09 | ↗ |
| FMR LLC | SC 13G/A | 3.9M | 15.0% | 2026-05-06 | ↗ |
| Vanguard Portfolio Management | SC 13G | 1.4M | 5.4% | 2026-04-29 | ↗ |
| BlackRock, Inc. | SC 13G/A | 2.7M | 10.1% | 2026-04-24 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.