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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 16 sales; 577 institutions reported holding it in 13F filings for Q2 2026, worth $15.0B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q3 2021

Institutional positions in Semtech Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
281
+11 vs. Q2 2021
Shares held
62.2M
+226.4K (+0.4%) vs. Q2 2021
Total value
$4.85B
+$585.9M (+13.7%) vs. Q2 2021
New holders
42
86 more added
Sold out
31
111 more reduced

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 281 institutions
Q1 2021: 261 institutionsQ2 2021: 273 institutionsQ3 2021: 281 institutionsQ4 2021: 309 institutionsQ1 2022: 319 institutionsQ2 2022: 308 institutionsQ3 2022: 277 institutionsQ4 2022: 261 institutionsQ1 2023: 248 institutionsQ2 2023: 227 institutionsQ3 2023: 217 institutionsQ4 2023: 226 institutionsQ1 2024: 236 institutionsQ2 2024: 256 institutionsQ3 2024: 274 institutionsQ4 2024: 355 institutionsQ1 2025: 315 institutionsQ2 2025: 316 institutionsQ3 2025: 350 institutionsQ4 2025: 402 institutionsQ1 2026: 438 institutionsQ2 2026: 577 institutions
Value heldQ3 2021: $4.85B
Q1 2021: $4.33BQ2 2021: $4.27BQ3 2021: $4.85BQ4 2021: $5.49BQ1 2022: $4.31BQ2 2022: $3.42BQ3 2022: $1.83BQ4 2022: $1.99BQ1 2023: $1.69BQ2 2023: $1.78BQ3 2023: $1.86BQ4 2023: $1.82BQ1 2024: $2.21BQ2 2024: $2.44BQ3 2024: $3.86BQ4 2024: $5.93BQ1 2025: $3.36BQ2 2025: $4.68BQ3 2025: $7.44BQ4 2025: $7.54BQ1 2026: $7.66BQ2 2026: $15.0B
Institutions holding SMTC and their total value by quarter
QuarterHoldersValue
Q2 2026577$15.0B
Q1 2026438$7.66B
Q4 2025402$7.54B
Q3 2025350$7.44B
Q2 2025316$4.68B
Q1 2025315$3.36B
Q4 2024355$5.93B
Q3 2024274$3.86B
Q2 2024256$2.44B
Q1 2024236$2.21B
Q4 2023226$1.82B
Q3 2023217$1.86B
Q2 2023227$1.78B
Q1 2023248$1.69B
Q4 2022261$1.99B
Q3 2022277$1.83B
Q2 2022308$3.42B
Q1 2022319$4.31B
Q4 2021309$5.49B
Q3 2021281$4.85B
Q2 2021273$4.27B
Q1 2021261$4.33B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q2 2021.

Institutions holding SMTC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
ExodusPoint Capital Management, LP7,136$556.0K0.01%−66,117−90.3%Reduced
Commonwealth Equity Services, LLC7,157$558.0K0.00%−48−0.7%Reduced
AlphaCrest Capital Management LLC7,864$613.0K0.03%−10,672−57.6%Reduced
Ardsley Advisory Partners LP8,000$624.0K0.13%−4,000−33.3%Reduced
Miracle Mile Advisors, LLC8,000$624.0K0.03%+8,000New
Valeo Financial Advisors, LLC8,000$624.0K0.04%+8,000New
Profund Advisors LLC8,029$626.0K0.02%−58−0.7%Reduced
Nisa Investment Advisors, LLC8,230$642.0K0.00%00.0%Unchanged
AE Wealth Management LLC8,439$658.0K0.01%−1,416−14.4%Reduced
Pacer Advisors, Inc.8,750$682.0K0.01%+1,896+27.7%Added
Public Employees Retirement Association of Colorado9,341$728.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky9,408$734.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp9,500$741.0K0.11%+9,500New
Atom Investors LP9,535$743.0K0.14%+9,535New
Walleye Capital LLC9,657$753.0K0.02%+9,657New
State of Alaska, Department of Revenue9,964$776.0K0.01%−119−1.2%Reduced
South Dakota Investment Council10,000$780.0K0.01%+10,000New
Xponance, Inc.10,336$806.0K0.02%−448−4.2%Reduced
Teacher Retirement System of Texas10,480$817.0K0.00%+1,844+21.4%Added
Legacy Bridge, LLC10,685$833.0K0.48%−190−1.7%Reduced
Northwestern Mutual Investment Management Company, LLC10,725$836.0K0.02%−89−0.8%Reduced
UBS Group AG10,737$837.0K0.00%+2,869+36.5%Added
TD Asset Management Inc11,236$876.0K0.00%00.0%Unchanged
Jane Street Group, LLC11,383$888.0K0.00%−3,657−24.3%Reduced
Oppenheimer Asset Management Inc.11,571$903.0K0.01%−231−2.0%Reduced
Guggenheim Capital LLC11,693$912.0K0.01%+5,076+76.7%Added
Glenmede Trust Co NA11,974$933.0K0.00%+534+4.7%Added
Stifel Financial Corp12,734$993.0K0.00%−67,802−84.2%Reduced
New Mexico Educational Retirement Board13,500$1.05M0.04%00.0%Unchanged
Reilly Financial Advisors, LLC13,663$1.06M0.09%00.0%Unchanged
Tudor Investment Corp Et Al13,888$1.08M0.02%−25,772−65.0%Reduced
BNP Paribas Arbitrage, SA13,971$1.09M0.00%−10,675−43.3%Reduced
LPL Financial LLC14,889$1.16M0.00%+3,560+31.4%Added
Handelsbanken Fonder AB15,188$1.18M0.01%+2,900+23.6%Added
State of Michigan Retirement System16,287$1.27M0.01%−100−0.6%Reduced
Louisiana State Employees Retirement System16,600$1.29M0.03%−200−1.2%Reduced
Algert Global LLC16,796$1.31M0.17%+16,796New
SG Capital Management LLC17,084$1.33M0.57%−123,786−87.9%Reduced
Arizona State Retirement System17,692$1.38M0.01%+22+0.1%Added
DuPont Capital Management Corp17,959$1.40M0.04%−5,956−24.9%Reduced
CSM Advisors, LLC18,260$1.42M0.11%00.0%Unchanged
Brinker Capital Investments, LLC20,787$1.43M0.02%00.0%Unchanged
Alpha DNA Investment Management LLC18,382$1.43M1.00%−3,268−15.1%Reduced
Cna Financial Corp18,490$1.44M0.39%00.0%Unchanged
Natixis Advisors, L.P.18,698$1.46M0.01%+375+2.0%Added
Virginia Retirement Systems Et Al19,800$1.54M0.02%+12,000+153.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys21,450$1.67M0.02%−179−0.8%Reduced
Russell Investments Group, Ltd.21,770$1.70M0.00%−22,854−51.2%Reduced
Aviva PLC21,858$1.70M0.01%+21,858New
Oregon Public Employees Retirement Fund21,887$1.71M0.02%−289−1.3%Reduced
Natixis22,028$1.72M0.01%+22,028New
Federated Hermes, Inc.22,290$1.74M0.00%−40,554−64.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)22,538$1.76M0.01%+15,997+244.6%Added
Friess Associates LLC22,780$1.78M0.75%+22,780New
ProShare Advisors LLC23,374$1.82M0.01%−9,004−27.8%Reduced
J. Goldman & Co LP24,013$1.87M0.17%−254,312−91.4%Reduced
Marshall Wace, LLP24,556$1.92M0.01%−76,108−75.6%Reduced
Dana Investment Advisors, Inc.24,957$1.95M0.09%+636+2.6%Added
HRT Financial LP25,668$2.00M0.01%−1,675−6.1%Reduced
State Board of Administration of Florida Retirement System26,197$2.04M0.00%00.0%Unchanged
First Republic Investment Management, Inc.26,867$2.10M0.01%−191−0.7%Reduced
Royal Bank of Canada27,391$2.13M0.00%−20,219−42.5%Reduced
Metropolitan Life Insurance Co27,413$2.14M0.03%−915−3.2%Reduced
Bank of Montreal27,700$2.16M0.00%−427−1.5%Reduced
US Bancorp28,069$2.19M0.00%+5,486+24.3%Added
Autonomy Capital (Jersey) L.P.28,636$2.23M2.40%−1,671−5.5%Reduced
Citigroup Inc28,954$2.26M0.00%+4,437+18.1%Added
Comerica Bank29,407$2.30M0.01%−6,119−17.2%Reduced
Cooper Creek Partners Management LLC30,431$2.37M0.32%00.0%Unchanged
Great West Life Assurance Co30,543$2.40M0.01%+5,464+21.8%Added
Envestnet Asset Management Inc34,201$2.67M0.00%+7,264+27.0%Added
Victory Capital Management Inc34,330$2.68M0.00%−4,328−11.2%Reduced
First Trust Advisors LP34,612$2.70M0.00%+4,282+14.1%Added
Two Sigma Investments, LP35,563$2.77M0.01%+24,060+209.2%Added
Ameritas Investment Partners, Inc.36,670$2.86M0.10%−351−0.9%Reduced
Two Sigma Advisers, LP37,600$2.93M0.01%+37,600New
SEI Investments Co39,187$3.02M0.01%+3,642+10.2%Added
Employees Retirement System of Texas41,247$3.22M0.04%−8,000−16.2%Reduced
State of New Jersey Common Pension Fund D41,904$3.27M0.01%+753+1.8%Added
Citadel Advisors LLC45,433$3.54M0.00%−163,943−78.3%Reduced
Amalgamated Bank46,034$3.59M0.03%−4,872−9.6%Reduced
Texas Permanent School Fund48,028$3.75M0.05%−357−0.7%Reduced
Assenagon Asset Management S.A.48,113$3.75M0.02%−242,012−83.4%Reduced
Holocene Advisors, LP50,517$3.94M0.02%−12,149−19.4%Reduced
Ensign Peak Advisors, Inc52,823$4.12M0.01%00.0%Unchanged
MetLife Investment Management53,570$4.18M0.04%−2,718−4.8%Reduced
Sandler Capital Management54,460$4.25M0.49%+54,460New
Cubist Systematic Strategies, LLC54,877$4.28M0.05%−28,803−34.4%Reduced
Bridge City Capital, LLC55,763$4.35M1.97%−15,046−21.2%Reduced
Credit Suisse AG56,683$4.42M0.00%+1,600+2.9%Added
Mutual of America Capital Management LLC57,244$4.46M0.04%−799−1.4%Reduced
State of Tennessee, Treasury Department63,660$4.96M0.02%−6,340−9.1%Reduced
AQR Capital Management LLC64,985$5.05M0.01%+25,128+63.0%Added
SG Americas Securities, LLC65,275$5.09M0.03%+32,341+98.2%Added
Barclays PLC65,980$5.14M0.00%+1,583+2.5%Added
Hillsdale Investment Management Inc.66,700$5.20M0.40%00.0%Unchanged
Man Group plc66,791$5.21M0.02%−1,279−1.9%Reduced
Morgan Stanley72,254$5.63M0.00%−31,808−30.6%Reduced
Force Hill Capital Management LP76,914$6.00M1.48%−6,986−8.3%Reduced
Los Angeles Capital Management LLC78,999$6.16M0.03%+35,369+81.1%Added