MaxLinear, Inc. (MXL): Q2 2026 13F — far more filers, a sharp jump in aggregate reported value, and giant BlackRock / Vanguard-affiliated dollar moves
You are looking at MaxLinear, Inc. — technology name listed on NASDAQ as MXL. Below is a read of the latest Form 13F tape (period of report 2026-06-30, Q2 2026) versus the prior quarter (2026-03-31, Q1 2026), plus a short company overview.
MaxLinear, Inc. / MAXLINEAR INC
What changed in Q2 2026?
Last quarter = Q2 2026 (period of report 2026-06-30) versus prior Q1 2026 (2026-03-31). Figures are reported 13F values (USD) as filed — delayed snapshots, not live prices.
Here is the story in one breath: more 13F filers (430 vs 230), and the aggregate reported 13F value rose (about $8.83B from about $1.05B). Total disclosed shares also moved to about 73,824,438 from about 62,469,333. Hedge-style* holders numbered 1 in Q2 2026 versus 2 in Q1 2026. On the full 13F tape, 236 managers entered and 36 exited (hedge-style* enter/exit: 1 / 2).
Status mix across the QoQ tape (466 manager rows including exits): 236 ENTERED, 36 EXITED, 85 INCREASED, 98 DECREASED, 11 UNCHANGED.
Reporting-entity note: several Vanguard-affiliated names appear as ENTERED under new CIKs in Q2 2026 (for example VANGUARD PORTFOLIO MANAGEMENT LLC ($886.41M), VANGUARD CAPITAL MANAGEMENT LLC ($489.45M), VANGUARD FIDUCIARY TRUST CO ($77.54M), VANGUARD ASSET MANAGEMENT, Ltd ($10.27M)). That is a 13F filer / CIK event in this tape — not automatically the same thing as “Vanguard never owned MXL before.” Read it as new reporting entities showing up for this CUSIP in the QoQ join.
Who holds MXL now?
Largest Q2 2026 13F holders by reported position value (top 18 of 430). Block size ≈ reported value. Click a name for the fund page.
Fund activity — Q1 2026 → Q2 2026
Top increases and decreases by change in % of the manager’s reported AUM, shown as treemap-style cards. Dollar heatmaps follow.
Top funds increasing % AUM
Largest positive Δ %AUM (entries + any adds).
Top funds decreasing % AUM
Largest negative Δ %AUM (cuts + exits).
Top $ increases (reported value)
Top $ decreases (reported value)
Funds entering & exiting
New fund appearances (ENTERED) and disappearances (EXITED) on the QoQ 13F tape — all filers vs hedge-style* only. Counts are status rows from the QoQ join across the full Form 13F filer set for this CUSIP/ticker — not live flow.
Key Q2 2026 movers (by |Δ reported value|)
The largest absolute dollar increase is BlackRock, Inc. (status INCREASED, Δ about $1.52B) — accession 0002012383-26-003238. On the downside, the largest absolute dollar decrease is MARSHALL WACE, LLP (DECREASED, Δ about -$20.02M).
Classic 13F reminder: STATE STREET CORP cut shares (5,067,597 → 4,325,471) but still shows a higher reported value ($88.13M → $553.79M) — share cuts and dollar increases can sit in the same row when the filing-period price jumps.
Largest Q2 2026 ENTERED names by reported value include: VANGUARD PORTFOLIO MANAGEMENT L… ($886.41M), VANGUARD CAPITAL MANAGEMENT LLC ($489.45M), FULLER & THALER ASSET MANAGEMEN… ($164.20M), Capital Research Global Investo… ($106.28M), AIGH Capital Management LLC ($104.73M).
Largest EXITED names by prior reported value include: PARADIGM CAPITAL MANAGEMENT INC… (prior $14.97M), HighTower Advisors, LLC (prior $11.22M), VOLORIDGE INVESTMENT MANAGEMENT… (prior $6.97M), Trexquant Investment LP (prior $5.69M), Engineers Gate Manager LP (prior $3.64M).
Top QoQ activity rows (by |Δ value|)
Showing 50 of 466 QoQ manager rows — sorted by absolute change in reported value.
| Manager | Status | Shares Q1 | Shares Q2 | Value Q1 | Value Q2 | Δ Value | SEC |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | INCREASED | 13,404,737 | 13,700,399 | $233.11M | $1.75B | $1.52B | SEC |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ENTERED | — | 6,923,428 | — | $886.41M | $886.41M | SEC |
| VANGUARD CAPITAL MANAGEMENT LLC | ENTERED | — | 3,822,902 | — | $489.45M | $489.45M | SEC |
| STATE STREET CORP | DECREASED | 5,067,597 | 4,325,471 | $88.13M | $553.79M | $465.66M | SEC |
| JANE STREET GROUP, LLC | INCREASED | 437,174 | 2,044,128 | $7.60M | $261.71M | $254.11M | SEC |
| GEODE CAPITAL MANAGEMENT, LLC | INCREASED | 2,077,431 | 2,225,731 | $36.13M | $285.01M | $248.88M | SEC |
| D. E. Shaw & Co., Inc. | INCREASED | 25,908 | 1,861,351 | $450,540 | $238.31M | $237.86M | SEC |
| JPMORGAN CHASE & CO | INCREASED | 297,513 | 2,164,757 | $4.78M | $235.22M | $230.44M | SEC |
| Invesco Ltd. | DECREASED | 2,503,447 | 2,050,213 | $43.53M | $262.49M | $218.95M | SEC |
| FULLER & THALER ASSET MANAGEMENT, INC. | ENTERED | — | 1,282,533 | — | $164.20M | $164.20M | SEC |
| FMR LLC | DECREASED | 5,262,670 | 1,650,824 | $91.52M | $211.35M | $119.84M | SEC |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DECREASED | 1,140,403 | 1,068,197 | $19.83M | $136.76M | $116.93M | SEC |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DECREASED | 2,997,250 | 1,290,485 | $52.12M | $165.22M | $113.10M | SEC |
| MORGAN STANLEY | INCREASED | 878,070 | 998,223 | $15.27M | $127.80M | $112.53M | SEC |
| Capital Research Global Investors | ENTERED | — | 830,096 | — | $106.28M | $106.28M | SEC |
| AIGH Capital Management LLC | ENTERED | — | 818,000 | — | $104.73M | $104.73M | SEC |
| NORTHERN TRUST CORP | INCREASED | 810,829 | 912,511 | $14.10M | $116.83M | $102.73M | SEC |
| GOLDMAN SACHS GROUP INC | DECREASED | 1,445,073 | 919,249 | $25.13M | $117.69M | $92.56M | SEC |
| Nuveen, LLC | DECREASED | 1,139,958 | 808,262 | $19.82M | $103.48M | $83.66M | SEC |
| Connor, Clark & Lunn Investment Management Ltd. | INCREASED | 141,882 | 633,102 | $2.47M | $81.06M | $78.59M | SEC |
| VANGUARD FIDUCIARY TRUST CO | ENTERED | — | 605,678 | — | $77.54M | $77.54M | SEC |
| MILLENNIUM MANAGEMENT LLC | INCREASED | 89,690 | 572,991 | $1.56M | $73.36M | $71.80M | SEC |
| Point72 Asset Management, L.P. | ENTERED | — | 523,773 | — | $67.06M | $67.06M | SEC |
| VOYA INVESTMENT MANAGEMENT LLC | INCREASED | 515,676 | 587,095 | $8.97M | $75.17M | $66.20M | SEC |
| PANAGORA ASSET MANAGEMENT INC | INCREASED | 139,725 | 493,125 | $2.43M | $63.13M | $60.70M | SEC |
| FIRST TRUST ADVISORS LP | INCREASED | 14,973 | 474,155 | $260,380 | $60.71M | $60.45M | SEC |
| FRANKLIN RESOURCES INC | INCREASED | 222,206 | 488,032 | $3.86M | $62.48M | $58.62M | SEC |
| Bank of New York Mellon Corp | INCREASED | 470,443 | 509,357 | $8.18M | $65.21M | $57.03M | SEC |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ENTERED | — | 438,020 | — | $56.08M | $56.08M | SEC |
| TWO SIGMA INVESTMENTS, LP | INCREASED | 294,556 | 470,478 | $5.12M | $60.24M | $55.11M | SEC |
| Defiance ETFs, LLC | DECREASED | 524,602 | 511,031 | $9.12M | $57.43M | $48.31M | SEC |
| RENAISSANCE TECHNOLOGIES LLC | DECREASED | 445,913 | 436,513 | $7.75M | $55.89M | $48.13M | SEC |
| PRINCIPAL FINANCIAL GROUP INC | INCREASED | 395,317 | 411,658 | $6.87M | $52.70M | $45.83M | SEC |
| TUDOR INVESTMENT CORP ET AL | ENTERED | — | 341,764 | — | $43.76M | $43.76M | SEC |
| OBERWEIS ASSET MANAGEMENT INC/ | ENTERED | — | 319,500 | — | $40.91M | $40.91M | SEC |
| DIMENSIONAL FUND ADVISORS LP | DECREASED | 1,689,692 | 537,390 | $29.38M | $68.80M | $39.43M | SEC |
| AQR CAPITAL MANAGEMENT LLC | DECREASED | 412,941 | 353,835 | $7.18M | $45.30M | $38.12M | SEC |
| EMERALD ADVISERS, LLC | ENTERED | — | 280,350 | — | $35.89M | $35.89M | SEC |
| Public Sector Pension Investment Board | INCREASED | 290,716 | 311,088 | $5.06M | $39.83M | $34.77M | SEC |
| Allianz Asset Management GmbH | DECREASED | 433,970 | 327,722 | $7.55M | $41.96M | $34.41M | SEC |
| NEUBERGER BERMAN GROUP LLC | INCREASED | 11,372 | 229,413 | $197,759 | $29.37M | $29.17M | SEC |
| AMERIPRISE FINANCIAL INC | DECREASED | 557,520 | 302,536 | $9.70M | $38.76M | $29.07M | SEC |
| UBS Group AG | INCREASED | 210,126 | 249,018 | $3.65M | $31.88M | $28.23M | SEC |
| Assenagon Asset Management S.A. | INCREASED | 104,927 | 221,266 | $1.82M | $28.33M | $26.50M | SEC |
| RAYMOND JAMES FINANCIAL INC | ENTERED | — | 205,754 | — | $26.34M | $26.34M | SEC |
| SORA INVESTORS LLC | DECREASED | 846,105 | 319,217 | $14.71M | $40.87M | $26.16M | SEC |
| PRUDENTIAL FINANCIAL INC | INCREASED | 84,153 | 214,833 | $1.46M | $27.51M | $26.04M | SEC |
| ALGERT GLOBAL LLC | DECREASED | 550,396 | 199,674 | $9,571 | $25.56M | $25.55M | SEC |
| Clearbridge Investments, LLC | ENTERED | — | 198,072 | — | $25.36M | $25.36M | SEC |
| RHUMBLINE ADVISERS | DECREASED | 243,871 | 221,282 | $4.24M | $28.33M | $24.09M | SEC |
Company AI overview — MaxLinear, Inc.
MaxLinear, Inc. is a fabless provider of radio-frequency (RF), analog, digital, and mixed-signal integrated circuits and software used in broadband, connectivity, infrastructure (including data-center optical), and industrial / multi-market applications. HQ: 5966 La Place Court, Suite 100, Carlsbad, California 92008. Common stock trades on NASDAQ as MXL. Sources: investors.maxlinear.com/company-information; maxlinear.com; SEC Form 10-Q (CIK 0001288469).
Short history / footprint. Incorporated in Delaware in September 2003 and headquartered in Carlsbad, MaxLinear designs SoCs that integrate large parts of high-speed communication systems — RF, high-performance analog, mixed-signal, DSP, security, compression/networking layers, and power management. Customers are primarily electronics distributors, module makers, OEMs, and ODMs.
Business model & revenue streams. Company materials group end markets as Broadband Access, Connectivity, Infrastructure, and Industrial and Multi-Market. Examples cited in filings include 4G/5G base-station and backhaul radio/modems, optical transceivers for hyperscale data centers, Wi-Fi and wireline home networking, DOCSIS / PON / DSL broadband modems, and power-management / interface products. Monetization is semiconductor product sales into those channels (fabless model).
Competition. Other RF / mixed-signal and communications-SoC suppliers, plus optical DSP / PHY peers in data-center interconnects, compete on process, power, standards roadmaps (e.g. 800G / 1.6T), and customer design-wins.
Moat (humble take). Design-wins, standards compliance, and integration can create stickiness once a platform is designed in. Semiconductor cycles, customer concentration, and rival roadmaps can still move results quickly.
Challenges & opportunities. Challenges include cyclical demand, execution on next-gen optical / infrastructure products, and competitive pricing. Opportunities in company commentary have centered on data-center optical (including Keystone PAM4 DSP for 800G) and a broader infrastructure roadmap toward higher-speed interconnects, alongside broadband and connectivity recovery.
Recent update (company / SEC). On 23 Jul 2026, MaxLinear reported Q2 2026 (ended 30 Jun 2026) net revenue of $168.8M (+23% QoQ, +55% YoY), with management highlighting ~145% YoY growth in data-center-oriented infrastructure revenue and a return to positive GAAP EPS (~$0.02). Q3 2026 revenue guidance was given as roughly $210–220M. Sources: SEC exhibit a06302026exhibit991.htm; investors.maxlinear.com. Use the TradingView financials widget above for a structured snapshot — verify against the issuer release or EDGAR before you act.
Q2 2026 accession sample (largest holders)
SEC index links for accessions tied to the largest Q2 2026 reported positions. Filing dates live on each EDGAR index page.
| Accession | Manager | CIK | Type |
|---|---|---|---|
| 0002012383-26-003238 | BlackRock, Inc. | 2012383 | 13F-HR |
| 0002100121-26-001018 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 13F-HR |
| 0000093751-26-000507 | STATE STREET CORP | 93751 | 13F-HR |
| 0002100119-26-001527 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 13F-HR |
| 0001214717-26-000008 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 13F-HR |
| 0000914208-26-000343 | Invesco Ltd. | 914208 | 13F-HR |
| 0001595888-26-000108 | JANE STREET GROUP, LLC | 1595888 | 13F-HR |
| 0001104659-26-097217 | D. E. Shaw & Co., Inc. | 1009207 | 13F-HR |
| 0000019617-26-000325 | JPMORGAN CHASE & CO | 19617 | 13F-HR |
| 0000315066-26-002260 | FMR LLC | 315066 | 13F-HR |
| 0001145443-26-000090 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | 13F-HR |
| 0001420506-26-001531 | FULLER & THALER ASSET MANAGEMENT, INC. | 1082327 | 13F-HR |
| 0001752724-26-000057 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | 13F-HR |
| 0000895421-26-000243 | MORGAN STANLEY | 895421 | 13F-HR |
| 0000886982-26-000519 | GOLDMAN SACHS GROUP INC | 886982 | 13F-HR |
Sources & provenance
- Company site: https://www.maxlinear.com/
- Investor relations: https://investors.maxlinear.com/
- About / overview: https://investors.maxlinear.com/company-information
- Form 13F holdings for period of report 2026-06-30 and 2026-03-31 — individual SEC accession index links in the tables above (EDGAR pattern
https://www.sec.gov/Archives/edgar/data/{cik_from_accession}/{accession_nodash}/{accession}-index.htm). - QuantyFight stock page: https://quantyfight.com/stocks/MXL
- Market-cap context on this page ≈ $1.5B from holdings metadata (rounded).