MRVL
Marvell Technology, Inc. · Technology · Semiconductors
$233.43
-4.83% today · -14.99% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with its ai chips & networking peers
- MRVL −4.83% on the last session vs SPY −0.29%: −4.5 pts of stock-specific move.
- AI chips & networking basket -4.5% (-4.2 pts vs SPY; ANET -7.5%, AMD -5.8%, ALAB -5.3%, CRDO -3.8%): the stock moved with its peers.
- Aftermath, big drop (-4.8% today so far, past its big-drop line of -4.5%): After its 64 big drops in the past 5 years, MRVL was higher a day later 41 times out of 64; half the outcomes fell between -2.3% and +3.2%. History, not a forecast.
- 15 analyst actions in the past 10 days (15 positive, 0 negative); latest: Susquehanna maintained Positive, raised target $265 → $340.
- 3 insider or congressional trades in the past 30 days, including 1 insider sale not under a 10b5-1 plan.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 3.0× its 20-day average.
Assembled from Wallsti's own signals.
Insiders · 1 month
−$300.9K
unplanned net · 0 buys · 3 sells · 3 insiders
sales: 1 unplanned, 2 under a 10b5-1 plan (33% unplanned)
Insiders · 3 months
−$300.9K
unplanned net · 0 buys · 6 sells · 3 insiders
sales: 1 unplanned, 5 under a 10b5-1 plan (17% unplanned)
Congress · 3 months
$0
1 buy · 1 sell · 2 members
Congress · 1 year
≈+$48.5K
4 buys · 1 sell · 3 members
Fund moves · 3 months
≈−$510.5M
1 buy · 1 sell · 2 investors
Held by funds · now
≈$70M
2 investors · largest: Bridgewater
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 8, 2026 | Justin Scarpulla | CAO | Sell | unplanned | 1,100 | $273.59 | $300.9K | Oct 9 |
| Oct 1, 2026 | Chris Koopmans | COO | Sell | 10b5-1 plan | 10,000 | $262.05 | $2.6M | Oct 1 |
| Sep 15, 2026 | Matthew J Murphy | CEO | Sell | 10b5-1 plan | 7,500 | $223.39 | $1.7M | Sep 15 |
| Sep 15, 2026 | Daniel Durn | CFO | Tax | tax withholding | 3,408 | $221.70 | $755.6K | Sep 16 |
| Sep 1, 2026 | Chris Koopmans | COO | Sell | 10b5-1 plan | 10,000 | $203.27 | $2M | Sep 2 |
| Aug 17, 2026 | Matthew J Murphy | CEO | Sell | 10b5-1 plan | 7,500 | $236.08 | $1.8M | Aug 17 |
| Aug 15, 2026 | Justin Scarpulla | CAO | Tax | tax withholding | 1,570 | $222.02 | $348.6K | Aug 17 |
| Aug 3, 2026 | Chris Koopmans | COO | Sell | 10b5-1 plan | 10,000 | $180.50 | $1.8M | Aug 3 |
| Jul 16, 2026 | Sandeep Bharathi | President | Sell | 10b5-1 plan | 9,013 | $199.24 | $1.8M | Jul 16 |
| Jul 15, 2026 | Matthew J Murphy | CEO | Tax | tax withholding | 11,320 | $206.26 | $2.3M | Jul 16 |
| Jul 15, 2026 | Matthew J Murphy | CEO | Sell | 10b5-1 plan | 7,500 | $209.52 | $1.6M | Jul 16 |
| Jul 15, 2026 | Justin Scarpulla | CAO | Tax | tax withholding | 253 | $206.26 | $52.2K | Jul 16 |
| Jul 15, 2026 | Chris Koopmans | COO | Tax | tax withholding | 11,332 | $206.26 | $2.3M | Jul 16 |
| Jul 15, 2026 | Mark Casper | General Counsel | Tax | tax withholding | 2,167 | $206.26 | $447K | Jul 16 |
| Jul 15, 2026 | Sandeep Bharathi | President | Tax | tax withholding | 11,819 | $206.26 | $2.4M | Jul 16 |
| Jul 1, 2026 | Chris Koopmans | COO | Sell | 10b5-1 plan | 10,000 | $281.92 | $2.8M | Jul 1 |
| Jun 23, 2026 | Daniel Durn | CFO | Sell | unplanned | 2,250 | $281.01 | $632.3K | Jun 23 |
| Jun 16, 2026 | Sandeep Bharathi | President | Sell | 10b5-1 plan | 2,231 | $299.13 | $667.4K | Jun 17 |
| Jun 15, 2026 | Matthew J Murphy | CEO | Sell | 10b5-1 plan | 7,500 | $298.76 | $2.2M | Jun 16 |
| Jun 15, 2026 | Sandeep Bharathi | President | Tax | tax withholding | 2,482 | $308.88 | $766.6K | Jun 17 |
| Jun 13, 2026 | Tudor Brown | Director | Tax | tax withholding | 23 | $279.70 | $6.4K | Jun 15 |
| Jun 1, 2026 | Chris Koopmans | COO | Sell | 10b5-1 plan | 10,000 | $205.87 | $2.1M | Jun 1 |
| May 20, 2026 | Matthew J Murphy | CEO | Tax | tax withholding | 61,992 | $186.80 | $11.6M | May 21 |
| May 20, 2026 | Chris Koopmans | COO | Tax | tax withholding | 9,294 | $186.80 | $1.7M | May 21 |
| May 15, 2026 | Willem A Meintjes | CFO | Sell | 10b5-1 plan | 4,000 | $175.24 | $701K | May 18 |
| May 15, 2026 | Chris Koopmans | COO | Tax | tax withholding | 27,882 | $176.89 | $4.9M | May 19 |
| May 13, 2026 | Matthew J Murphy | CEO | Sell | 10b5-1 plan | 7,500 | $177.26 | $1.3M | May 14 |
| May 1, 2026 | Chris Koopmans | COO | Sell | 10b5-1 plan | 10,000 | $162.76 | $1.6M | May 4 |
| Apr 17, 2026 | Mark Casper | General Counsel | Sell | unplanned | 10,000 | $135.50 | $1.4M | Apr 21 |
| Apr 16, 2026 | Sandeep Bharathi | President | Sell | 10b5-1 plan | 66,892 | $130.35 | $8.7M | Apr 16 |
| Apr 15, 2026 | Willem A Meintjes | CFO | Tax | tax withholding | 54,406 | $134.60 | $7.3M | Apr 16 |
| Apr 15, 2026 | Willem A Meintjes | CFO | Sell | 10b5-1 plan | 30,000 | $134.01 | $4M | Apr 16 |
| Apr 15, 2026 | Sandeep Bharathi | President | Tax | tax withholding | 74,386 | $134.60 | $10M | Apr 16 |
| Apr 15, 2026 | Chris Koopmans | COO | Tax | tax withholding | 84,300 | $134.60 | $11.3M | Apr 17 |
| Apr 15, 2026 | Matthew J Murphy | CEO | Tax | tax withholding | 494,033 | $134.60 | $66.5M | Apr 17 |
| Apr 15, 2026 | Matthew J Murphy | CEO | Sell | 10b5-1 plan | 7,500 | $134.46 | $1M | Apr 17 |
| Apr 15, 2026 | Mark Casper | General Counsel | Tax | tax withholding | 41,163 | $134.60 | $5.5M | Apr 17 |
| Apr 6, 2026 | Chris Koopmans | COO | Sell | 10b5-1 plan | 10,000 | $110.24 | $1.1M | Apr 6 |
| Apr 6, 2026 | Mark Casper | General Counsel | Sell | unplanned | 6,900 | $109.45 | $755.2K | Apr 7 |
| Apr 2, 2026 | Mark Casper | General Counsel | Sell | unplanned | 17,854 | $106.27 | $1.9M | Apr 2 |
| Mar 26, 2026 | Matthew J Murphy | CEO | Sell | 10b5-1 plan | 30,000 | $98.70 | $3M | Mar 26 |
| Mar 26, 2026 | Sandeep Bharathi | President | Sell | 10b5-1 plan | 44,414 | $99.61 | $4.4M | Mar 27 |
| Feb 2, 2026 | Matthew J Murphy | CEO | Tax | tax withholding | 72,765 | $78.66 | $5.7M | Feb 4 |
| Jan 15, 2026 | Matthew J Murphy | CEO | Tax | tax withholding | 14,015 | $80.38 | $1.1M | Jan 20 |
| Jan 15, 2026 | Chris Koopmans | COO | Tax | tax withholding | 5,754 | $80.38 | $462.5K | Jan 20 |
| Jan 15, 2026 | Mark Casper | General Counsel | Tax | tax withholding | 2,672 | $80.38 | $214.8K | Jan 20 |
| Jan 15, 2026 | Sandeep Bharathi | President | Tax | tax withholding | 6,159 | $80.38 | $495.1K | Jan 20 |
| Jan 15, 2026 | Willem A Meintjes | CFO | Tax | tax withholding | 5,248 | $80.38 | $421.8K | Jan 20 |
| Jan 5, 2026 | Mark Casper | General Counsel | Sell | unplanned | 5,000 | $93.08 | $465.4K | Jan 7 |
| Dec 15, 2025 | Willem A Meintjes | CFO | Tax | tax withholding | 7,110 | $84.26 | $599.1K | Dec 15 |
| Dec 15, 2025 | Mark Casper | General Counsel | Tax | tax withholding | 15,139 | $84.26 | $1.3M | Dec 15 |
| Dec 15, 2025 | Chris Koopmans | COO | Tax | tax withholding | 27,249 | $84.26 | $2.3M | Dec 15 |
| Dec 15, 2025 | Sandeep Bharathi | President | Tax | tax withholding | 31,418 | $84.26 | $2.6M | Dec 15 |
| Dec 5, 2025 | Mark Casper | General Counsel | Sell | unplanned | 1,253 | $101.00 | $126.6K | Dec 8 |
| Nov 15, 2025 | Mark Casper | General Counsel | Tax | tax withholding | 1,233 | $86.45 | $106.6K | Nov 17 |
| Oct 15, 2025 | Willem A Meintjes | CFO | Tax | tax withholding | 5,156 | $88.89 | $458.3K | Oct 16 |
| Oct 15, 2025 | Mark Casper | General Counsel | Tax | tax withholding | 3,405 | $88.89 | $302.7K | Oct 16 |
| Oct 15, 2025 | Sandeep Bharathi | President | Tax | tax withholding | 6,040 | $88.89 | $536.9K | Oct 16 |
| Oct 15, 2025 | Chris Koopmans | COO | Tax | tax withholding | 5,635 | $88.89 | $500.9K | Oct 17 |
| Oct 15, 2025 | Matthew J Murphy | CEO | Tax | tax withholding | 11,004 | $88.89 | $978.1K | Oct 17 |
| Sep 25, 2025 | Matthew J Murphy | CEO | Buy | open-market buy | 13,600 | $77.09 | $1M | Sep 25 |
| Sep 25, 2025 | Chris Koopmans | COO | Buy | open-market buy | 6,800 | $78.03 | $530.6K | Sep 25 |
| Sep 25, 2025 | Sandeep Bharathi | President | Buy | open-market buy | 3,400 | $78.03 | $265.3K | Sep 25 |
| Sep 25, 2025 | Willem A Meintjes | CFO | Buy | open-market buy | 3,400 | $78.03 | $265.3K | Sep 25 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 24, 2026 | Maria Elvira Salazar | House | Sell | $1K–$15K | Oct 7 |
| Jul 17, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Sep 4 |
| Apr 6, 2026 | Maria Elvira Salazar | House | Buy | $15K–$50K | May 8 |
| Apr 2, 2026 | Byron Donalds | House | Buy | $1K–$15K | May 13 |
| Apr 2, 2026 | Byron Donalds | House | Buy | $1K–$15K | May 13 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Bridgewater (Ray Dalio's firm) | 181,176 | $54M | 0.22% | -91% | Q2 2026 |
| Soros Fund Management (George Soros) | 53,962 | $16.1M | 0.27% | new | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Soros Fund Management (George Soros) | New stake | 13F, Q2 2026 | 53,962 | $16.1M | 0.3% | Aug 14 |
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q2 2026 | 1,767,771 | $526.6M | 0.2% | Aug 14 |
| May 15, 2026 | Coatue (Philippe Laffont) | Sold out | 13F, Q1 2026 | 2,079,046 | $176.7M | May 15 | |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q1 2026 | 961,725 | $95.3M | 0.9% | May 15 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q4 2025 | 628,523 | $53.4M | 0.3% | Feb 13 |
| Nov 14, 2025 | Coatue (Philippe Laffont) | Added | 13F, Q3 2025 | 1,476,657 | $124.1M | 0.4% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves