Semtech Corp
SMTC- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0000088941
In the last 90 days, Semtech Corp insiders filed 0 open-market purchases and 11 sales; 581 institutions reported holding it in 13F filings for Q2 2026, worth $15.0B in total; Maverick Capital is the only superinvestor holding it.
Key figures
- Market capClose on Nov 9, 2026
- $10.8B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $3.54M in total
- 11
- 13F holdersQ2 2026, +147 vs. previous quarter
- 581
- 13F valueReported value at the end of Q2 2026
- $15.0B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $1.05B
- +15.5% year over year
- Net income, FY2025
- -$40.4M
- No comparable prior period
- Free cash flow, FY2025
- $171.4M
- +241.9% year over year
- Revenue, Q1 FY2026
- $291.0M
- +15.9% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $40.4M (3.8% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 6.02M
- Shares sold short
- Change
- −195.0K
- −3.1% vs. previous
- Days to cover
- 1.55
- At average daily volume
Superinvestors holding SMTC, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Semtech Corp on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Semtech Corp insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 23, 2026 (view filing)4:02 PM ET | Oct 21 | 2 days | Walsh Paul V JrDirector | SSale | −500 | $139.44 | −$69.7K | −1.9%26.1K after | 10b5-1 |
| Oct 9, 2026 (view filing)4:23 PM ET | Oct 7 | 2 days | Green Jason ElliotEVP and CCO | SSale | −2.77K | $190.35 | −$526.5K | −27.3%7.37K after | 10b5-1 |
| Oct 5, 2026 (view filing)4:02 PM ET | Oct 1 | 4 days | Lin MarkEVP and CFO | SSale | −967 | $178.87 | −$173.0K | −2.6%36.0K after | 10b5-1 |
| Oct 5, 2026 (view filing)4:01 PM ET | Oct 2 | 3 days | Hou Hong QPresident and CEO | SSale | −2.00K | $191.21 | −$382.4K | −2.9%66.0K after | 10b5-1 |
| Sep 25, 2026 (view filing)4:05 PM ET | Sep 23 | 2 days | Walsh Paul V JrDirector | SSale | −500 | $172.61 | −$86.3K | −1.8%26.6K after | 10b5-1 |
| Sep 18, 2026 (view filing)4:01 PM ET | Sep 16 | 2 days | Cardenuto Rodolpho CDirector | SSale | −5.32K | $165.00 | −$878.0K | −100.0%0 after | |
| Sep 14, 2026 (view filing)4:01 PM ET | Sep 10 | 4 days | Lin MarkEVP and CFO | SSale | −683 | $159.90 | −$109.2K | −1.9%35.4K after | 10b5-1 |
| Sep 9, 2026 (view filing)4:02 PM ET | Sep 4 | 5 days | Ruehl Julie GarciaDirector | SSale | −1.50K | $145.00 | −$217.5K | −17.4%7.14K after | 10b5-1 |
| Sep 9, 2026 (view filing)4:01 PM ET | Sep 4 | 5 days | Hou Hong QPresident and CEO | SSale | −2.00K | $138.71 | −$277.4K | −3.2%60.8K after | 10b5-1 |
| Aug 21, 2026 (view filing)4:01 PM ET | Aug 19 | 2 days | Walsh Paul V JrDirector | SSale | −500 | $135.48 | −$67.7K | −1.8%27.1K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 581 holdersThe largest institutional positions in Semtech Corp at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,749,439 | $1.58B | 0.02% | −4,472,780−31.4% | Reduced |
| Vanguard Portfolio Management LLC | 5,328,594 | $862.4M | 0.04% | −1,594,040−23.0% | Reduced |
| Vanguard Capital Management LLC | 4,199,493 | $679.7M | 0.01% | +54,317+1.3% | Added |
| Ameriprise Financial Inc | 3,450,916 | $559.0M | 0.11% | −3,999,464−53.7% | Reduced |
| State Street Corp | 3,389,044 | $548.4M | 0.02% | −670,222−16.5% | Reduced |
| Jane Street Group, LLC | 3,351,040 | $542.4M | 0.35% | +2,578,228+333.6% | Added |
| Capital Research Global Investors | 2,954,432 | $478.2M | 0.07% | −1,197,650−28.8% | Reduced |
| Geode Capital Management, LLC | 2,253,786 | $366.6M | 0.02% | −272,675−10.8% | Reduced |
| Hood River Capital Management LLC | 2,250,382 | $364.2M | 2.64% | −37,147−1.6% | Reduced |
| Morgan Stanley | 1,970,198 | $318.9M | 0.02% | +554,170+39.1% | Added |
Holders of 5% or more of SMTC
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Semtech Corp.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 10.00%9.35M shares | +0.10 ppfrom 9.90% | Oct 18, 20245 filings | Sep 4, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G/A | 5.74%5.35M shares | −1.79 ppfrom 7.53% | Apr 29, 20262 filings | Jul 31, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.22%4.85M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Politician trades
All politician trades in SMTC1 member of Congress reported 8 trades in Semtech Corp since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Oct 12, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Sep 4, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Sep 4, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Jul 2, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Apr 7, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
House · CA · Oct 12, 2026
Sell (partial)$1K-$15K
House · CA · Sep 4, 2026
Sell (partial)$1K-$15K
House · CA · Sep 4, 2026
Sell (partial)$1K-$15K
House · CA · Jul 2, 2026
Sell (partial)$1K-$15K
House · CA · Apr 7, 2026
Buy$1K-$15K