Cross-institution positioning
Oct 7, 2026Reduction leaning. 2 accumulating, 2 reducing, 1 exited across 5 comparable institutions.
Source: Schedule 13 researchALGM Institutional Ownership
ALLEGRO MICROSYSTEMS, INC.
Latest stored close $35.57 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
43/100
6 tracked · 5 comparable
Latest filing
Oct 7, 2026
Positive breadth
3 positive · 3 negative
Recent close
$35.57
Research confidence
Medium
Institutional Research 25/100 · 2 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Oct 7, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating2
Newly reported1
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 43/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 3 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
39/100
Insiders
40/100
Fundamentals
57/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 30, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 2 sales by 2 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 7, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Shareholder vote results. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 31, 2026Revenue +27.5% YoY; Net income +220.0% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 22% through its reported 52-week range; +11.3% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed Oct 7, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Oct 7, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
JPMorgan Chase / Asset Management
Filed Jul 16, 2026
Direction locked
Capital Research Global Investors
Filed Feb 12, 2026
Direction locked
Invesco
Filed Aug 13, 2026
Direction locked
Fidelity / FMR
Filed Oct 7, 2026
Direction locked
BlackRock
Filed Jul 27, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
JPMorgan Chase / Asset Management
Filed Jul 16, 2026
Capital Research Global Investors
Filed Feb 12, 2026
Invesco
Filed Aug 13, 2026
Fidelity / FMR
Filed Oct 7, 2026
BlackRock
Filed Jul 27, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth2Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | Willett Robert | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 619 | $0.00 | Direct | Oct 1, 2026 |
| Aug 17, 2026 | Raubacher Jennie | SOpen-market or private sale | Common Stock | 1.0K | $45.32 | Direct | Aug 18, 2026 |
| Aug 10, 2026 | Hagen Erin | SOpen-market or private sale | Common Stock | 2.3K | $44.39 | Direct | Aug 12, 2026 |
| Aug 5, 2026 | Suzuki Yoshihiro | AGrant, award, or other acquisition | Common Stock | 4.3K | $0.00 | Direct | Aug 7, 2026 |
| Aug 5, 2026 | MARTIN JOSEPH R | AGrant, award, or other acquisition | Common Stock | 4.3K | $0.00 | Direct | Aug 7, 2026 |
| Aug 5, 2026 | PUMA MARY G | AGrant, award, or other acquisition | Common Stock | 4.3K | $0.00 | Direct | Aug 7, 2026 |
| Aug 5, 2026 | Palepu Krishna G. | AGrant, award, or other acquisition | Common Stock | 4.3K | $0.00 | Direct | Aug 7, 2026 |
| Aug 5, 2026 | Raubacher Jennie | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 4.3K | $0.00 | Direct | Aug 7, 2026 |
| Aug 5, 2026 | Willett Robert | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 4.3K | $0.00 | Direct | Aug 7, 2026 |
| Aug 5, 2026 | WHITE BRIAN C | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 4.3K | $0.00 | Direct | Aug 7, 2026 |
| Jun 17, 2026 | WHITE BRIAN C | AGrant, award, or other acquisition | Common Stock | 594 | $0.00 | Direct | Jun 18, 2026 |
| Jun 3, 2026 | Madormo Richard | SOpen-market or private sale | Common Stock | 5.0K | $52.72 | Direct | Jun 4, 2026 |
| May 22, 2026 | Coleman Troy | SOpen-market or private sale | Common Stock | 4.5K | $45.72 | Direct | May 26, 2026 |
| May 21, 2026 | Webster Roald Graham | SOpen-market or private sale | Common Stock | 5.2K | $44.89 | Direct | May 22, 2026 |
| May 18, 2026 | Kent Ian | SOpen-market or private sale | Common Stock | 2.6K | $41.56 | Direct | May 19, 2026 |
| May 16, 2026 | Hagen Erin | FTax/price withholding or payment | Common Stock | 5.8K | $43.10 | Direct | May 19, 2026 |
| May 16, 2026 | Kent Ian | FTax/price withholding or payment | Common Stock | 2.3K | $43.10 | Direct | May 19, 2026 |
| May 16, 2026 | D'Antilio Derek | FTax/price withholding or payment | Common Stock | 37.8K | $43.10 | Direct | May 19, 2026 |
| May 16, 2026 | Madormo Richard | FTax/price withholding or payment | Common Stock | 5.4K | $43.10 | Direct | May 19, 2026 |
| May 16, 2026 | Webster Roald Graham | FTax/price withholding or payment | Common Stock | 4.3K | $43.10 | Direct | May 19, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 7, 2026 | 8-K | 5.07, 9.01 | Shareholder vote results; Financial statements / exhibits | — | Filing |
| Jul 30, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 18, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 13, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 7, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jan 29, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jan 21, 2026 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Jan 16, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Oct 30, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$259.2M
Q1 2027
+27.5% YoY 10-Q filed Jul 31, 2026
Operating income
$25.5M
Q1 2027
+1,029.5% YoY 10-Q filed Jul 31, 2026
Operating margin
9.8%
Q1 2027
+11.2 pts YoY 10-Q filed Jul 31, 2026
Net income
$15.9M
Q1 2027
+220.0% YoY 10-Q filed Jul 31, 2026
Diluted EPS
$0.08
Q1 2027
+214.3% YoY 10-Q filed Jul 31, 2026
Operating cash flow
$22.0M
Q1 2027
-64.3% YoY 10-Q filed Jul 31, 2026
Free cash flow
$14.0M
Q1 2027
-72.6% YoY 10-Q filed Jul 31, 2026
Cash & equivalents
$162.0M
As of Jun 26, 2026
+25.5% YoY 10-Q filed Jul 31, 2026
Long-term debt
$287.2M
As of Jun 26, 2026
-8.1% YoY 10-Q filed Jul 31, 2026
Assets
$1.4B
As of Jun 26, 2026
+1.6% YoY 10-Q filed Jul 31, 2026
Liabilities
$446.0M
As of Jun 26, 2026
-4.1% YoY 10-Q filed Jul 31, 2026
Stockholders’ equity
$964.3M
As of Jun 26, 2026
+4.5% YoY 10-Q filed Jul 31, 2026
Shares outstanding
186.4M
As of Jul 27, 2026
+0.7% YoY 10-Q filed Jul 31, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 26, 2026 | $259.2M | +27.5% |
| Ended Dec 26, 2025 | $229.2M | +28.9% |
| Ended Sep 26, 2025 | $214.3M | +14.4% |
| Ended Jun 27, 2025 | $203.4M | +21.9% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Mar 27, 2026 | $890.1M | +22.8% |
| Ended Mar 28, 2025 | $725.0M | -30.9% |
| Ended Mar 29, 2024 | $1.0B | +7.8% |
| Ended Mar 31, 2023 | $973.7M | +26.7% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$33.26
View live quote ↗
52-week low
$22.41
Nov 21, 2025
52-week high
$71.77
Jun 30, 2026
Below 52-week high
53.7%
1W return
-8.8%
1M return
-25.1%
3M return
-39.5%
6M return
+6.8%
YTD return
+26.1%
1Y return
+11.3%
30-day volatility
54.5%
90-day volatility
83.5%
1Y max drawdown
-52.2%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 27 filing(s) · 24 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | Sep 30, 2026 observed Oct 7, 2026 filed · 7d Schedule 13G amendment | Reported reduction | 9.9K -15.7K | 5.30% -8.40 pts | $36.35 | $38.76 | $35.57 |
| Invesco CIK0000914208 | Jun 30, 2026 observed Aug 13, 2026 filed · 44d Initial Schedule 13G | Initial Schedule 13G | 13.7M | 7.30% | $69.62 | $44.13 | $35.57 |
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Reported reduction | 25.6K -1.8K | 13.70% -1.10 pts | $69.62 | $42.46 | $35.57 |
Explore more institutional activity
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