Open report — full analysis, no account required.

Sign up to generate reports and read filings that aren't on the open list.

Sign up free

Get notified when SVCO files again. Create a free account and we'll email you the moment its next filing is analyzed.

Get filing alerts
NASDAQ: SVCO Silvaco Group, Inc. 8-K

Silvaco expands stock offering program to $35M, gains unrestricted shelf access

Filed May 8, 2026 · Period ending May 8, 2026 · ~1 min read

3 key changes 1 high relevance 2 sections

Key Changes

  • high

    Silvaco increased its at-the-market equity offering program from up to $15M to $35M, providing an additional $20M in potential share sales. As of May 7, the company had sold 753K shares for $4.3M under the original program, leaving approximately $0.0001 up to $30.7M available.

  • medium

    Company's public float exceeded $75M threshold, removing 'baby shelf' limitations that previously capped how much it could raise in any 12-month period. This provides unrestricted access to capital markets going forward.

  • medium

    Prior ATM sales averaged $5.75 per share versus current price of $12.46, indicating shares were sold at significantly lower levels earlier in the program. This dilution occurred at less favorable prices for existing shareholders.

Summary

Silvaco filed a prospectus supplement expanding its at-the-market equity offering program by $20 million to a total of $35 million. The company has already sold 753,000 shares for $4.3 million since launching the program in March 2026, leaving roughly up to $30.7 million available for future sales.

This type of program allows the company to sell shares directly into the market over time rather than in a single transaction. The filing also disclosed that Silvaco's public float has grown to $175 million, crossing the $75 million threshold that removes SEC 'baby shelf' restrictions. Previously, these rules limited how much a smaller company could raise in any 12-month period.

With this constraint lifted, Silvaco now has broader flexibility to access capital markets. Retail investors should monitor the pace and pricing of future ATM sales, as ongoing share issuance will dilute existing ownership. The average sale price of $5.75 in prior tranches versus the current $12.46 stock price suggests earlier sales occurred at less favorable valuations. Watch quarterly filings for updates on total shares sold and proceeds raised.

Section-by-Section Diff

Event · Item 8.01 — Other Events

~600 words

Item 8.01 — Other Events filed; see Key Changes for terms.

2 Added
Added Baby shelf limitation removal medium

Added in current filing · verify on EDGAR →

Based on the reported sale price of the Company’s common stock of $12.46 per share, as reported on the Nasdaq Global Select Market on May 6, 2026, the aggregate market value of the Company’s public float, calculated according to General Instruction I.B.6. of Form S-3, is $175,270,596 based on 32,688,557 shares of the Company’s common stock outstanding as of May 6, 2026, of which 14,066,661 shares are held by non-affiliates. As the aggregate market value of the Company’s outstanding common equity held by non-affiliates exceeded $75 million, the Company is no longer subject to the baby shelf limitation on the amount of securities it may sell.

Silvaco's public float has grown to approximately $175.3 million as of May 6, 2026, exceeding the $75 million threshold that previously subjected it to "baby shelf" limitations under SEC rules. The company now has 14,066,661 shares held by non-affiliates valued at $12.46 per share. This milestone removes prior 12-month limitations on the amount of securities the company can sell under its shelf registration statement, providing greater capital-raising flexibility going forward.

Added ATM program sales to date medium

Added in current filing · verify on EDGAR →

As of May 7, 2026, the Company has sold 752,744 shares of common stock with an aggregate offering price of approximately $4,331,280 through the at the market offering program pursuant to the Sales Agreement.

Since initiating its at-the-market offering program in March 2026, Silvaco has sold 752,744 shares for total proceeds of approximately $4.3 million as of May 7, 2026. This represents an average sale price of approximately $5.75 per share, which is notably below the May 6, 2026 closing price of $12.46, suggesting the sales occurred earlier when the stock was trading at lower levels.

Event · Item 9.01 — Financial Statements and Exhibits

~100 words

Silvaco filed exhibits including legal opinion from White & Case LLP; no material business event disclosed.

1 Added
Show 1 minor / wording change
Added Legal opinion filing low

Added in current filing · verify on EDGAR →

Exhibit No. | Description | 5.1 | Opinion of White & Case LLP. | 23.1

Consent of White & Case LLP (contained in Exhibit 5.1).

The company filed a legal opinion from White & Case LLP (Exhibit 5.1) and the law firm's consent (Exhibit 23.1). These exhibits typically accompany securities registration or offering activities but no substantive business event is described in this 8-K body.

Was this report useful?

Figures/quotes linked to EDGAR · Narrative written by AI · Jun 1, 2026 · How we verify