SCHEDULE: FMR LLC Boosts Allegro Microsystems Stake to 12.8%

Sentiment:

Beneficial Ownership Report 5 February 2026 1:16 PM

📋All filings for Allegro Microsystems, INC

FMR LLC and its affiliates, including Abigail P. Johnson, reported a beneficial ownership of 12.8% in Allegro Microsystems Inc. common stock as of December 31, 2025.

Summary

FMR LLC and its affiliates, including Abigail P. Johnson, beneficially own 23,635,746.28 shares of Allegro Microsystems Inc. common stock.
This ownership represents 12.8% of the total outstanding common stock of Allegro Microsystems Inc. as of December 31, 2025.
FMR LLC holds sole voting power over 23,593,310.18 shares and sole dispositive power over 23,635,746.28 shares.
Abigail P. Johnson, as a control person of FMR LLC, is deemed to beneficially own the same aggregate amount of shares.
Select Semiconductors Portfolio, an entity within the FMR LLC group, holds 14,179,921.00 shares, accounting for 7.7% of the outstanding common stock.
This filing is Amendment No. 5 to a Schedule 13G, indicating previous ownership disclosures have been made.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, indicating continued institutional confidence in Allegro Microsystems Inc. by a major asset manager.

Positives

A significant institutional investor, FMR LLC (Fidelity), maintains a substantial 12.8% stake in Allegro Microsystems Inc., signaling continued confidence in the company.
The large holding by a reputable asset manager like FMR LLC can attract other institutional investors and potentially stabilize the stock.

Future Outlook

Industry Context

StockSavvy.ai notes that a significant stake by a major asset manager like FMR LLC in a semiconductor company such as Allegro Microsystems Inc. can be interpreted as a vote of confidence in the company's position within the competitive semiconductor industry. This sector is characterized by rapid technological advancements and high capital expenditure, making strong institutional backing a positive signal.

Stakeholder Impact

Shareholders: The continued significant ownership by a major institutional investor like FMR LLC may provide a sense of stability and confidence, potentially attracting other investors.
Management: A large institutional shareholder can exert influence on corporate strategy and governance, though this filing certifies the shares were not acquired for control purposes.

Key Dates

Date	Description
2023-01-03	Effective date of Power of Attorney for FMR LLC.
2023-01-10	Date of Schedule 13G filing by FMR LLC where Power of Attorney was incorporated by reference.
2023-01-26	Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31	Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney was incorporated by reference.
2025-12-31	Date of event which requires filing of this statement (snapshot date for beneficial ownership).
2026-02-04	Date of signing and filing of this Schedule 13G Amendment No. 5.

Recommendation

hold

The filing indicates a stable, significant institutional ownership by FMR LLC, which is generally a positive sign of confidence. However, a Schedule 13G filing primarily reports ownership and does not provide new operational or financial performance data to warrant a 'buy' or 'sell' recommendation. It reinforces a 'hold' position for investors who value strong institutional backing.

Keywords

Allegro Microsystems Inc., FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Semiconductors, Fidelity

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