Exited position

Jeff Smith’s onsemi (ON) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares9.04MHighest verified quarter-end share count
Quarters reported10Verified quarters with shares above zero
What happened?

Starboard Value LP first reported onsemi in Q4 2020. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q2 2023, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2023
Sold the entire position−200.00K shares · No shares reported at quarter-end
Q1 2023
Sold 78.9% of the position−750.00K shares · 200.00K shares remained
Filing context

Quarter-end price $82.32 · Estimated holding basis $32.80

Q4 2022
Sold 61.2% of the position−1.50M shares · 950.00K shares remained
Filing context

Quarter-end price $62.37 · Estimated holding basis $32.80

Q3 2022
Sold 56.4% of the position−3.17M shares · 2.45M shares remained
Filing context

Quarter-end price $62.33 · Estimated holding basis $32.80

Q2 2022
Sold 15.1% of the position−1.00M shares · 5.62M shares remained
Filing context

Quarter-end price $50.31 · Estimated holding basis $32.80

Q1 2022
Sold 12.6% of the position−950.00K shares · 6.62M shares remained
Filing context

Quarter-end price $62.61 · Estimated holding basis $32.80

Portfolio importance

How important was onsemi in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.3%Q1 2023
Last reported rank#19of 105 reported positions
Peak portfolio weight7.6%Q1 2021
Best historical rank#4Q1 2021
At peak importanceQ1 2021
ON
7.6%
Largest holding
12.4%
Cross-investor discovery

Who else owns onsemi?

Also reported by 3 other tracked investors in their latest verified filings.

George SorosSoros Fund Management
ON0.3% of reported portfolio
Joel GreenblattGotham Asset Management
ON0.2% of reported portfolio
Ray DalioBridgewater Associates, LP
ON0.0% of reported portfolio
Explore onsemi across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$76.142026-09-11

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View onsemi stock page →

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.