Silvaco Group, Inc. SEC Filings

Candace Jackson reported dispositions of Common Stock under Form 144. The filing lists sales of 1,439 shares on 04/02/2026 with proceeds $10,185.34 and 1,500 shares on 03/17/2026 with proceeds $7,506.30. The filing also records recent restricted stock vesting transactions by the issuer on 03/30/2026, 03/31/2026, and 04/01/2026.

Pesic Illiya I. reported acquisition or exercise transactions in this Form 4 filing.

Silvaco Group, Inc. director and 10% owner Illiya I. Pesic received a grant of 953 shares of common stock on May 12, 2026. The award was issued at a stated price of $0.00 per share as equity compensation.

According to a plan amendment, this stock grant replaces the quarterly cash retainer earned for the first quarter of fiscal 2026, using shares with a fair market value equal to that retainer. After this grant, Pesic directly holds 5,400,672 shares of Silvaco common stock.

Ganti Anita reported acquisition or exercise transactions in this Form 4 filing.

Silvaco Group, Inc. director Anita Ganti reported an equity grant of 1,165 shares of common stock on May 12, 2026. The shares were awarded under an amended non-employee director compensation plan that replaces the first-quarter fiscal 2026 cash retainer with stock of equal fair market value. Following this award, she directly holds 62,813 shares of Silvaco common stock. A footnote also clarifies that a prior Form 4 holding figure had mistakenly left out 7,858 restricted stock units that were previously reported.

Ngai Anthony K.K. reported acquisition or exercise transactions in this Form 4 filing.

Silvaco Group, Inc. director Ngai Anthony K.K. received a grant of 1,376 shares of common stock. The award replaced the non-employee director’s quarterly cash retainer for the first quarter of fiscal 2026 with stock having a fair market value equal to that retainer. Following this compensation grant, the director directly holds 113,976 common shares.

Ngai-Pesic Katherine S. reported acquisition or exercise transactions in this Form 4 filing.

Silvaco Group director and 10% owner Katherine S. Ngai-Pesic received 1,694 shares of common stock as compensation. The shares were granted in lieu of the first-quarter fiscal 2026 cash retainer under the company’s non-employee director compensation plan, bringing her direct holdings to 9,376,403 shares.

Silvaco Group, Inc. amends its at‑the‑market offering to increase capacity to $35,000,000 pursuant to the Sales Agreement with Jefferies.

This prospectus supplement adds $20.0 million of issuance authority to the existing ATM program for a total of $35.0 million, with sales to be made on a best‑efforts, at‑the‑market basis. As of May 7, 2026, Silvaco sold 752,744 shares for an aggregate offering price of approximately $4,331,280, leaving up to $30,668,720 available under this supplement. The company reports a public float market value of $175,270,596 based on 32,688,557 shares outstanding as of May 6, 2026, allowing reliance on General Instruction I.B.1 of Form S‑3 rather than the baby‑shelf rule. Jefferies may receive commissions up to 3.0% of gross sales.

Silvaco Group, Inc. expanded its at-the-market common stock offering program to a total of $35.0 million under its existing Open Market Sale Agreement with Jefferies LLC. This includes an additional $20.0 million capacity above the previously registered amount.

As of May 7, 2026, the company had sold 752,744 shares for approximately $4,331,280, leaving up to $30,668,720 of common stock available to be offered and sold. Based on a share price of $12.46 and 14,066,661 non‑affiliate shares, the public float was $175,270,596, so Silvaco is no longer subject to the “baby shelf” limitation and may now use General Instruction I.B.1 of Form S‑3.

Silvaco Group, Inc. reported Q1 2026 revenue of $17.8 million, a 26% increase from a year earlier, driven by higher TCAD and IP sales and contributions from recent acquisitions. Net loss narrowed to $5.9 million from $19.3 million, as gross margin improved to 86% and prior-year litigation charges did not recur.

Operating expenses fell 32% largely due to the absence of a $13.1 million litigation settlement, even as research and development nearly doubled with added headcount and acquired businesses. Silvaco used $11.0 million of cash in operations, paid the final $8.3 million litigation settlement installment, and ended the quarter with $10.9 million in cash and cash equivalents.

The company continued executing a restructuring plan, recording $1.5 million of related costs in the quarter and expecting total costs of $5.0 million, aimed at reducing ongoing operating expenses. Silvaco also raised $4.0 million in net proceeds through an at-the-market share program, issuing 752,744 shares at a weighted average price of $5.75 per share.

Silvaco Group, Inc. reported strong first quarter 2026 results, with revenue of $17.8 million, up 26% year-over-year, and gross bookings of $17.2 million, also up 26%. Growth was led by SIP revenue of $4.0 million, up 270% year-over-year, and TCAD revenue of $9.6 million, up 22%, while EDA revenue declined to $4.1 million, down 20%.

GAAP gross margin improved to 86%, and the GAAP net loss narrowed to $5.9 million from $19.3 million a year earlier. On a non-GAAP basis, net loss was reduced to $0.6 million, or $0.02 per share, versus a $2.4 million loss, or $0.08 per share, in the prior-year quarter. Cash and cash equivalents were $10.9 million at quarter-end.

The company highlighted growing traction for its AI FTCO™ offering and a broader AI-focused product strategy. For the second quarter of 2026, Silvaco expects bookings of about $19.0 million, revenue of about $18.0 million, and non-GAAP gross margin around 88%, with non-GAAP operating expenses of roughly $15.5 million.