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The Activist Investor Insider

Filings dated October 1–14, 2026

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Top 10 Activist Investors: October 15, 2026

6 of the 24 activists we track disclosed moves in SEC filings dated October 1–14, 2026, including 1 new 13D campaign. Ranks 1–5 are for Premium Subscribers until November 14, 2026.

Ranks 1–5 are for Premium Subscribers until November 14, 2026, when this edition unlocks for everyone. Rank 6 is free below.

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Activists tracked
24
Active this period
6
New 13D campaigns
1

Ranks 1–5 · October 15, 2026

Premium Subscribers

Top-5 buying
~$22M

Top-5 total rounded to the nearest $1M.

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Or read them free when this edition unlocks on November 14, 2026.

64 places up from number 10

Jeff Smith

Starboard Value

Filing updates, no valued trades

Ranks 7–10 appear when this edition unlocks on November 14, 2026.

How to read values: plain figures are Form 4 transaction prices; est. = shares × the market close on the 13D event date; 13F = the fund's own quarterly 13F valuation, dated to the quarter. “Context” rows are shown but not counted, so the same purchase is never ranked twice. A dash means the filing gives no figure to show. Every row links to its filing on SEC EDGAR. Full methodology.

Filing notes

From the filings

What the activists told the SEC, in their own words where a Schedule 13D gives them.

  1. Qorvo, Inc.

    #6 Jeff Smith

    UpdateStake update

    Jeff Smith filed an amended Schedule 13D on Qorvo, Inc., reporting no remaining shares. The position ended through the issuer's merger, not through a sale, so it is not counted as selling.

    As previously disclosed, on October 27, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Skyworks Solutions, Inc., a Delaware Corporation ("Skyworks"), Comet Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Skyworks ("Merger Sub I"), and Comet Acquisition II, LLC, a Delaware limited liability company and a wholly owned subsidiary of Skyworks ("Merger Sub II"). Pursuant to the Merger Agreement, on October 5, 2026, (i) Merger Sub I merged with and into the Issuer (the "First Merger"), with the Issuer surviving the First…
    Item 4, purpose of the transaction

Notes summarise the filing text only and add no figures of their own. The filing is always the authoritative source.

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