
What smart money is saying about Arteris
2 funds in our archive have pitched Arteris — most recently Granahan Investment Management Microcap Growth in September 2026.
Arteris, Inc., together with its subsidiaries, provides semiconductor system intellectual property (IP) solutions in the United States, rest of the Americas, China, Korea, the rest of the Asia Pacific, Europe, and the Middle East. It manages on-chip communications and IP block deployments in System-on-Chip (SoC) semiconductors and systems of chiplets. The company offers Network-on-Chip (NoC) IP Products, such as FlexGen, FlexNoC, and FlexWay, a non-coherent NoC IP; Ncore, a cache-coherent NoC IP; and CodaCache, a last-level cache. It also provides hardware security verification software products, such as Cycuity Radix-S to detect and remediate security issues in IP blocks and subsystems of an SoC; Cycuity Radix-M for hardware security verification emulation for system-level SoC and firmware; and Cycuity Radix-ST, a static security analyzer that identifies potential design weaknesses early in the development lifecycle, as well as SoC integration automation software solutions products, including Magillem Connectivity and Registers, and CSRCompiler. In addition, the company offers professional services, such as training, design assistance, and consulting; licensing services for software and intellectual properties; IP support and maintenance; and on-site support services. It serves the automotive, communications, enterprise computing, consumer electronics, and industrial markets. Arteris, Inc. was founded in 2003 and is headquartered in Campbell, California.
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Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Arteris — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- September 2026
“Arteris Inc. Pioneer 3.9%”
Arteris - September 2026
“Arteris (Information Technology, Pioneer) Arteris declined approximately 50% after leading the portfolio in the second quarter. Annual contract value plus royalties exited June at a record $99.5 million, up 44% year over year. We believe its network-on-chip intellectual property benefits from increasing chip complexity and demand for data movement within advanced processors. We added as the stock fell because the underlying thesis remained intact.”
Arteris - June 2026
“Arteris, Inc. (Information Technology, Pioneer) Arteris was the portfolio's leading contributor as investors increasingly recognized the company's role as critical infrastructure for the design of next-generation semiconductors.”
57 more words on why — unlock Granahan Investment Management Microcap Growth Strategy’s full commentArteris
Fund coverage · 2 theses
- Granahan Investment Management Microcap GrowthSeptember 2026
Arteris has a growing network-on-chip intellectual property business that should benefit from rising chip complexity and data-movement demand.
Read the full thesis Arteris provides network-on-chip IP that is becoming more valuable as semiconductor designs grow more complex and AI workloads increase data movement.
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