The company
MACOM Technology Solutions Holdings, Inc.
MTSI · Nasdaq
TechnologySemiconductorsNot moving yetAIData-Center InfrastructureDefense-Tech
MTSI stood above a rising 150-day average in 42 of the last 52 weekly readings, and has been out of that trend for the last 1 week. It is 12.5% below that average now. Semiconductors: 25% of its 68 stocks in an uptrend (−15 points in four weeks); Technology: 29% (−3 points in four weeks).
Statistics
- Rotation
- Not moving yet
- Weeks in an uptrend
- out for 1
- Industry in uptrend
- 25% -15 in 4 wk
- Insider buys, 12 months
- $0
- Insider sales, 12 months
- $576.9M
- Officials’ trades on record
- 18
- Institutions holding
- 616 (+138)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 42 of 52 weeks.
17 Apr – 16 Oct
Semiconductors: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Technology: A minority of its stocks are in an uptrend and the share has been slipping.
Money in and out
1 Nov 2024 – 1 Oct 2026
Open-market buys above the line and sales below, in dollars.
Congress and officials
18 disclosed lines: House 18, Senate 0, executive 0; 4 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | sold | $15k–$50k | 29 Sep 2026filed 12 Oct 2026 |
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | sold | $1k–$15k | 21 Sep 2026filed 12 Oct 2026 |
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | sold | $1k–$15k | 16 Jul 2026filed 4 Sep 2026 |
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | sold | $1k–$15k | 22 May 2026filed 8 Jun 2026 |
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | sold | $1k–$15k | 27 Mar 2026filed 7 Apr 2026 |
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | bought | $1k–$15k | 3 Mar 2026filed 7 Apr 2026 |
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | sold | $1k–$15k | 20 Jan 2026filed 13 Feb 2026 |
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | sold | $1k–$15k | 13 Nov 2025filed 15 Dec 2025 |
| Josh Gottheimer House: U.S. House ClerkNJ05 | soldjoint | $1k–$15k | 9 Apr 2025filed 14 May 2025 |
| Robert P. Bresnahan, Jr. House: U.S. House ClerkPA08 | bought | $1k–$15k | 10 Feb 2025filed 7 Mar 2025 |
| Josh Gottheimer House: U.S. House ClerkNJ05 | soldjoint | $1k–$15k | 21 Jun 2024filed 9 Jul 2024 |
| Josh Gottheimer House: U.S. House ClerkNJ05 | soldjoint | $1k–$15k | 23 Jan 2023filed 17 Feb 2023 |
Insiders
Buy orders, 12 months0
Sale orders, 12 months49
Buyers · sellers0 · 10
| Who | Did | Shares | Traded |
|---|---|---|---|
| Ambra R. RothSVP, GC and Secretary | sold | 653at $300.00 | 1 Oct 2026filed 5 Oct 2026 |
| Robert DennehySenior VP and COO | sold | 252at $275.20 | 28 Aug 2026filed 1 Sep 2026 |
| John KoberSenior VP and CFO | sold | 1,590at $320.57 | 17 Aug 2026filed 19 Aug 2026 |
| John KoberSenior VP and CFO | sold | 400at $323.97 | 17 Aug 2026filed 19 Aug 2026 |
| John KoberSenior VP and CFO | sold | 900at $325.26 | 17 Aug 2026filed 19 Aug 2026 |
| John KoberSenior VP and CFO | sold | 500at $326.51 | 17 Aug 2026filed 19 Aug 2026 |
| John KoberSenior VP and CFO | sold | 1,699at $327.78 | 17 Aug 2026filed 19 Aug 2026 |
| John KoberSenior VP and CFO | sold | 1,600at $328.78 | 17 Aug 2026filed 19 Aug 2026 |
| John KoberSenior VP and CFO | sold | 300at $329.75 | 17 Aug 2026filed 19 Aug 2026 |
| John KoberSenior VP and CFO | sold | 400at $330.67 | 17 Aug 2026filed 19 Aug 2026 |
| Donghyun Thomas HwangSVP, Global Sales | sold | 100at $367.30 | 25 Jun 2026filed 29 Jun 2026 |
| Donghyun Thomas HwangSVP, Global Sales | sold | 100at $369.99 | 25 Jun 2026filed 29 Jun 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Holders616+138 on the quarter
New · exited181 · 43
Reported value$25.7B
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| FMR LLCreduced · filed 13 Aug 2026 | 10,527,144$4.0B | -83,296−0.8% |
| BlackRock, Inc.added · filed 7 Aug 2026 | 9,512,899$3.6B | +946,616+11.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026 | 3,605,324$1.4B | +18,243+0.5% |
| VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026 | 3,064,683$1.2B | +71,832+2.4% |
| STATE STREET CORPadded · filed 7 Aug 2026 | 2,262,242$860.5M | +109,491+5.1% |
| Invesco Ltd.reduced · filed 14 Aug 2026 | 2,149,581$817.6M | -1,524,234−41.5% |
| JPMORGAN CHASE & COnew · filed 12 Aug 2026 | 2,125,091$793.0M | +2,125,091 |
| GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026 | 1,409,741$536.3M | +50,207+3.7% |
| WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 2026 | 1,205,711$458.6M | -342,324−22.1% |
| MASSACHUSETTS FINANCIAL SERVICES COadded · filed 3 Aug 2026 | 1,166,242$443.6M | +337,794+40.8% |
31 Mar 2023 – 30 Jun 2026
Everyone who traded it
Same industry
Government contracts
Awards27
Total$1.6B
Latest15 Sep 2026
MODERNIZATION & ENGINEERING SUPPORT (MES III) RESEARCH & DEVELOPMENT EFFORT FOR AIR NATIONAL GUARD RESERVE COMMAND TEST CENTER STATUTORY AUTHORITY: EMPLOYEE STOCK OWNERSHIP PLAN PILOT PROGRAM AUTHORIZED BY SEC 874 OF FY22 NDAA & SEC 872 OFGeneral Services Administration · $14.6M · 15 Sep 2026TECHNICAL AND MANAGEMENT EXPERTISE TO SUPPORT THE SPECIAL PROGRAMS DIVISION AFLCMCWAGGeneral Services Administration · $23.2M · 15 May 20268511919104!TRANSISTORDepartment of Defense · $134K · 12 Feb 20268511910022!TRANSISTORDepartment of Defense · $116K · 9 Feb 2026
From its SEC filings
Analyst forecasts
No analyst forecasts yet.