Form 13-F position report

SILICON MOTION TECHNOLOGY C

Reported by NEUMEIER POMA INVESTMENT COUNSEL LLC

SIMO CUSIP 82706C108 Manager CIK 0001044936

Reported 432,255 shares, up 79,240 (22.4%) from the prior quarter.

Reported value 82.0%; share count 22.4% vs. the prior quarter.

Added
% of reported 13F value 3.03% This manager · Q2 2025
Shares 432,255 Quarter-end amount reported
Reported value $32,492,608 Fair value at quarter end
Consecutive quarters held 5 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-06-30 17246416
2024-09-30 11746205
2024-12-31 9818993
2025-03-31 17848438
2025-06-30 32492608
2025-09-30 45363077
2025-12-31 44664529
2026-03-31 48081231
2026-06-30 58802079

Quarterly position history

How this manager's reported quarter-end position changed over time.

9 quarters
Quarterly reported position history for SILICON MOTION TECHNOLOGY C held by NEUMEIER POMA INVESTMENT COUNSEL LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 176,408 -251,780 (-58.8%) 4.03% $58,802,079 2026-08-13
Q1 2026 Reduced 428,188 -53,630 (-11.1%) 3.96% $48,081,231 2026-05-13
Q4 2025 Added 481,818 +3,355 (0.7%) 3.69% $44,664,529 2026-02-11
Q3 2025 Added 478,463 +46,208 (10.7%) 3.71% $45,363,077 2025-11-12
Q2 2025 Added 432,255 +79,240 (22.4%) 3.03% $32,492,608 2025-08-12
Q1 2025 Added 353,015 +171,350 (94.3%) 1.92% $17,848,438 2025-05-12
Q4 2024 Reduced 181,665 -11,720 (-6.1%) 0.95% $9,818,993 2025-02-12
Q3 2024 Reduced 193,385 -19,560 (-9.2%) 1.12% $11,746,205 2024-11-13
Q2 2024 New 212,945 +212,945 (0.0%) 1.58% $17,246,416 2024-08-13
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

244 managers reported SILICON MOTION TECHNOLOGY C for Q2 2025.

Managers reporting SILICON MOTION TECHNOLOGY C in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
FMR LLC Added 2,744,013 +602,043 0.01% $206,267,457 40 qtrs
REINHART PARTNERS INC Added 1,471,583 +107,292 3.78% $110,619,839 8 qtrs
ACADIAN ASSET MANAGEMENT LLC Added 1,310,353 +51,978 0.2% $98,453,000 23 qtrs
FRONTIER CAPITAL MANAGEMENT CO LLC Added 1,281,115 +686,261 0.89% $96,301,421 2 qtrs
Pertento Partners LLP Added 1,259,004 +49,541 8.47% $94,639,331 8 qtrs
LORD ABBETT & CO LLC Reduced 1,248,526 -17,894 0.3% $93,852,000 6 qtrs
Point72 Asset Management L P Added 1,064,402 +963,941 0.16% $80,011,082 8 qtrs
Invesco Ltd Reduced 905,949 -769,699 0.01% $68,100,186 8 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 850,000 +154,446 0.01% $63,894,499 41 qtrs
LAZARD ASSET MANAGEMENT LLC Added 765,922 +126,566 0.08% $57,573,000 45 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 12, 2025
Filing type
13F-HR
Position type
SPONSORED ADR

Voting authority reported

Sole
259,820
Shared
60,310
None
112,125

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.