Summit Global Investments CRUS CIRRUS LOGIC INC

Ownership history in Summit Global Investments  ·  5 quarters on record

AI Ownership Summary

Summit Global Investments reported CIRRUS LOGIC INC (CRUS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q1. The latest visible filing shows CRUS at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Global Investments's position in CIRRUS LOGIC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CRUS was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Summit Global Investments held CRUS — position size vs. price
% of Fund (quarterly)    CRUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 8,874 +669 +8.2% 0.06% $1.1M 2025-11-03 $131.24
2025 Q2 REDUCED 27.2% +19.0% 8,205 -3,068 -27.2% 0.05% $855K 2025-08-12 $108.64
2025 Q1 ADDED 11,273 +2,005 +21.6% 0.08% $1.1M 2025-04-07 $82.93
2024 Q4 ADDED 9,268 +3,368 +57.1% 0.06% $923K 2025-02-11 $103.51
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Summit Global Investments and CRUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Global Investments reported owning CRUS?

Summit Global Investments reported CRUS across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported CRUS position in Summit Global Investments's portfolio?

The largest reported portfolio weight for CRUS was 0.08% in 2025 Q1.

What is the latest reported CRUS position on this page?

The most recent filing on this page is 2025 Q3, when Summit Global Investments reported 8,874 shares, equal to 0.06% of portfolio, with an estimated market value of $1.1M.

What does the chart on this CRUS ownership page compare?

The chart compares Summit Global Investments's quarterly CRUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Summit Global Investments time their CRUS position?

Based on 13F filing dates vs. subsequent CRUS price moves, Summit Global Investments correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on CRUS relative to SPY over the holding period was +16.0%.

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