Pesic Illiya I., a listed member of a 10% owner group at Silvaco Group, Inc. (NASDAQ:SVCO), executed two share disposals that together totaled 400,000 shares of common stock for an aggregate consideration of approximately $772,800.
The first sale occurred on November 17, 2025, when Pesic sold 300,000 shares. The second transaction followed on January 7, 2026, comprising 100,000 shares. Reported prices across those sales ranged from $1.93 to $1.938 per share.
On March 17, 2026, Pesic received 2,256 shares of Silvaco common stock that were issued in lieu of a quarterly cash retainer for the fourth quarter of fiscal 2025; those shares were recorded with a value of $0 in the disclosure. After accounting for the sales and the award, Pesic now directly owns 5,382,155 shares of Silvaco Group, Inc.
Market context around these filings shows a notable divergence between the prices at which Pesic sold and the current market price. Silvaco shares are trading at $6.39, a level that marks substantial appreciation relative to the roughly $1.93 per-share range at which the insider sales occurred. The stock is trading near its 52-week high of $6.57 and has displayed strong short-term momentum, with a reported 93.6% return over the last week.
Independent analysis from InvestingPro referenced alongside the disclosure indicates that, despite recent strength, the shares may be overvalued relative to InvestingPro's Fair Value assessment. Interested investors are directed to the SVCO Pro Research Report for a fuller analytical treatment; the report is one of a suite of over 1,400 detailed equity reports offered through that service.
Silvaco's most recent quarterly results provide additional context for investor attention. For fourth-quarter fiscal 2025 the company reported earnings per share of -$0.03, missing analyst expectations of $0.11 and representing a negative surprise calculated at 127.27%. Revenue for the quarter came in at $18.3 million, which matched the companys guidance.
In reaction to the quarter's segment-level results, Needham maintained a Buy rating on Silvaco and left its price target at $10.00. The firm cited strong contributions from the company's IP and TCAD segments, which it contrasted with a decline in the EDA segment. Needham's positive stance was grounded in the overall revenue figure and non-GAAP earnings per share, which the firm indicated exceeded both guidance and estimates.
These disclosures and the latest financials paint a mixed picture: meaningful insider selling at low per-share prices followed by a nominal stock award, substantial share-price appreciation over a short period, an EPS miss on the latest quarter but revenue in line with guidance, and an analyst who retains a positive stance based on segment performance and non-GAAP results. Together, those elements frame the current investor debate over valuation and near-term company performance.