Pzena reports 11.7% Skyworks Solutions stake

Pzena Investment Management, LLC, a Delaware investment adviser, reports a passive ownership stake in Skyworks Solutions, Inc. common stock.

Rhea-AI Filing Summary

Pzena Investment Management, LLC, a Delaware investment adviser, reports a passive ownership stake in Skyworks Solutions, Inc. common stock. Pzena beneficially owns 17,552,125 shares, representing 11.7% of the class as of the reporting date.

Pzena has sole voting power over 14,802,969 shares and sole dispositive power over all 17,552,125 shares. The shares are held for clients of the investment manager, who have the right to receive dividends and sale proceeds, with no individual client holding more than five percent of the class. Pzena certifies the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Skyworks.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What percentage of Skyworks Solutions (SWKS) does Pzena Investment Management own?

Pzena Investment Management, LLC beneficially owns 11.7% of Skyworks Solutions common stock. The filing reports ownership of 17,552,125 shares, giving Pzena a significant but passive stake based on the company’s outstanding common stock as referenced in the Schedule 13G/A.

How many Skyworks Solutions (SWKS) shares does Pzena report owning?

Pzena Investment Management, LLC reports beneficial ownership of 17,552,125 Skyworks Solutions common shares. It has sole voting power over 14,802,969 of those shares and sole dispositive power over the full 17,552,125-share position, according to the Schedule 13G/A.

Is Pzena’s Skyworks Solutions (SWKS) stake reported as passive or activist?

Pzena’s Skyworks Solutions stake is reported as passive. Pzena certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Skyworks, consistent with a Schedule 13G filing.

Who ultimately benefits from Pzena’s Skyworks Solutions (SWKS) holdings?

The economic benefits from Pzena’s Skyworks holdings go to its clients. Clients of the filing investment manager have the right to receive and direct the receipt of dividends and sale proceeds, and no single client’s interest relates to more than five percent of the class.

What voting and dispositive powers does Pzena have over Skyworks (SWKS) shares?

Pzena has sole voting power over 14,802,969 Skyworks shares and sole dispositive power over 17,552,125 shares. The filing reports no shared voting power and no shared dispositive power over the issuer’s common stock.

When was the ownership position in Skyworks Solutions (SWKS) measured for this filing?

The ownership position is reported as of the event date of 01/30/2026. That date triggers the requirement to file the amended Schedule 13G, reflecting Pzena Investment Management’s 17,552,125 beneficially owned shares, or 11.7% of Skyworks’ common stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 02/04/2026 - 12:21 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

SKYWORKS SOLUTIONS, INC.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

83088M102

(CUSIP Number)

01/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 83088M102

1

Names of Reporting Persons

PZENA INVESTMENT MANAGEMENT LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 14,802,969.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 17,552,125.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

17,552,125.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

11.7 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: SKYWORKS SOLUTIONS, INC.
(b)	Address of issuer's principal executive offices: 5260 CALIFORNIA AVENUE, 5260 CALIFORNIA AVENUE, IRVINE, CALIFORNIA, 92617.
Item 2.
(a)	Name of person filing: Pzena Investment Management, LLC
(b)	Address or principal business office or, if none, residence: 320 Park Avenue, 8th floor New York, NY 10022
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 83088M102
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 17,552,125
(b)	Percent of class: 11.7 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 14,802,969
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 17,552,125
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. CLIENTS OF THE FILING INVESTMENT MANAGER HAVE THE RIGHT TO RECEIVE AND THE ULTIMATE POWER TO DIRECT THE RECEIPT OF DIVIDENDS FROM, OR THE PROCEEDS OF SALE OF THE SECURITIES REPORTED ON HEREINABOVE. NO INTEREST OF ANY ONE OF SUCH CLIENTS RELATES TO MORE THAN FIVE PERCENT OF THE CLASS.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

PZENA INVESTMENT MANAGEMENT LLC

Signature:	s/Steven Coffey
Name/Title:	Chief Legal Risk Officer & Chief Compliance Officer
Date:	02/04/2026