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 15 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, Q1 2026
Institutional positions in Semtech Corp as of Mar 31, 2026. 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
- 438
- +43 vs. Q4 2025
- Shares held
- 99.9M
- +9.62M (+10.7%) vs. Q4 2025
- Total value
- $7.66B
- +$1.01B (+15.1%) vs. Q4 2025
- New holders
- 91
- 178 more added
- Sold out
- 48
- 121 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 577 | $15.0B |
| Q1 2026 | 438 | $7.66B |
| Q4 2025 | 402 | $7.54B |
| Q3 2025 | 350 | $7.44B |
| Q2 2025 | 316 | $4.68B |
| Q1 2025 | 315 | $3.36B |
| Q4 2024 | 355 | $5.93B |
| Q3 2024 | 274 | $3.86B |
| Q2 2024 | 256 | $2.44B |
| Q1 2024 | 236 | $2.21B |
| Q4 2023 | 226 | $1.82B |
| Q3 2023 | 217 | $1.86B |
| Q2 2023 | 227 | $1.78B |
| Q1 2023 | 248 | $1.69B |
| Q4 2022 | 261 | $1.99B |
| Q3 2022 | 277 | $1.83B |
| Q2 2022 | 308 | $3.42B |
| Q1 2022 | 319 | $4.31B |
| Q4 2021 | 309 | $5.49B |
| Q3 2021 | 281 | $4.85B |
| Q2 2021 | 273 | $4.27B |
| Q1 2021 | 261 | $4.33B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| G2 Investment Partners Management LLC | 44,898 | $3.45M | 0.85% | +44,898 | New |
| Manufacturers Life Insurance Company, The | 45,616 | $3.51M | 0.00% | +1,778+4.1% | Added |
| Walleye Capital LLC | 45,730 | $3.52M | 0.02% | +10,630+30.3% | Added |
| Illinois Municipal Retirement Fund | 46,556 | $3.58M | 0.05% | +2,750+6.3% | Added |
| Two Sigma Investments, LP | 48,909 | $3.76M | 0.00% | −166,445−77.3% | Reduced |
| State of Alaska, Department of Revenue | 49,897 | $3.84M | 0.04% | +1,571+3.3% | Added |
| Susquehanna International Group, LLP | 49,956 | $3.84M | 0.00% | +49,956 | New |
| Creative Planning | 50,087 | $3.85M | 0.00% | +6,218+14.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 50,466 | $3.88M | 0.01% | −7,037−12.2% | Reduced |
| STRS Ohio | 50,500 | $3.88M | 0.02% | +2,400+5.0% | Added |
| Essex Investment Management Co LLC | 50,644 | $3.89M | 0.62% | +937+1.9% | Added |
| MetLife Investment Management | 51,848 | $3.99M | 0.02% | +2,929+6.0% | Added |
| Kornitzer Capital Management Inc | 54,115 | $4.16M | 0.09% | +54,115 | New |
| Envestnet Asset Management Inc | 55,107 | $4.24M | 0.00% | −2,813−4.9% | Reduced |
| Heartland Advisors Inc | 56,253 | $4.33M | 0.22% | −8,079−12.6% | Reduced |
| JB Capital LLC | 58,623 | $4.51M | 0.18% | −8,461−12.6% | Reduced |
| Freestone Grove Partners LP | 58,824 | $4.52M | 0.03% | −218,810−78.8% | Reduced |
| BNP Paribas Arbitrage, SA | 59,377 | $4.57M | 0.00% | −195,893−76.7% | Reduced |
| Tudor Investment Corp Et Al | 60,153 | $4.63M | 0.02% | +60,153 | New |
| Janus Henderson Group PLC | 61,443 | $4.72M | 0.00% | +5,699+10.2% | Added |
| Thrivent Financial for Lutherans | 61,768 | $4.75M | 0.01% | +2,144+3.6% | Added |
| Armistice Capital, LLC | 61,891 | $4.76M | 0.16% | +61,891 | New |
| AQR Capital Management LLC | 62,332 | $4.79M | 0.00% | −48−0.1% | Reduced |
| Moody Aldrich Partners LLC | 64,326 | $4.95M | 0.89% | +5,340+9.1% | Added |
| EFG International AG | 65,288 | $5.02M | 0.11% | −23,413−26.4% | Reduced |
| Jain Global LLC | 67,336 | $5.18M | 0.07% | −31,063−31.6% | Reduced |
| Nicholas Investment Partners, LP | 72,321 | $5.56M | 0.40% | +7,922+12.3% | Added |
| AYAL Capital Advisors Ltd | 72,400 | $5.57M | 2.85% | +72,400 | New |
| Polar Asset Management Partners Inc. | 74,107 | $5.70M | 0.14% | −204,576−73.4% | Reduced |
| New York State Teachers Retirement System | 76,582 | $5.89M | 0.01% | −5,720−7.0% | Reduced |
| Bridgewater Associates, LP | 76,935 | $5.92M | 0.03% | +76,935 | New |
| Great West Life Assurance Co | 77,422 | $5.95M | 0.01% | +3,061+4.1% | Added |
| Mizuho Markets Americas LLC | 81,145 | $6.24M | 0.17% | −3,530−4.2% | Reduced |
| Vanguard Asset Management, Ltd | 82,220 | $6.32M | 0.01% | +82,220 | New |
| Susquehanna Portfolio Strategies, LLC | 82,569 | $6.35M | 0.09% | 00.0% | Unchanged |
| Bessemer Group Inc | 89,286 | $6.87M | 0.01% | +25,947+41.0% | Added |
| Hodges Capital Management Inc. | 89,525 | $6.88M | 0.57% | +7,202+8.7% | Added |
| Nordea Investment Management AB | 99,624 | $7.27M | 0.01% | −4,797−4.6% | Reduced |
| Prudential Financial Inc | 94,823 | $7.29M | 0.01% | +13,600+16.7% | Added |
| Banco Santander, S.A. | 95,000 | $7.30M | 0.06% | +10,000+11.8% | Added |
| FMR LLC | 96,673 | $7.43M | 0.00% | +81,176+523.8% | Added |
| Candriam Luxembourg S.C.A. | 97,140 | $7.47M | 0.04% | +97,140 | New |
| California State Teachers Retirement System | 102,818 | $7.91M | 0.01% | +20,408+24.8% | Added |
| Castleark Management LLC | 107,758 | $8.29M | 0.27% | +4,800+4.7% | Added |
| Algert Global LLC | 112,129 | $8.62M | 0.13% | +16,165+16.8% | Added |
| Russell Investments Group, Ltd. | 113,457 | $8.72M | 0.01% | −8,613−7.1% | Reduced |
| First Trust Advisors LP | 116,061 | $8.92M | 0.01% | +8,986+8.4% | Added |
| Pier Capital, LLC | 122,962 | $9.45M | 1.56% | +73,753+149.9% | Added |
| SG Americas Securities, LLC | 125,582 | $9.66M | 0.01% | +17,757+16.5% | Added |
| State of Wisconsin Investment Board | 132,249 | $10.2M | 0.02% | −22,413−14.5% | Reduced |
| Federated Hermes, Inc. | 134,070 | $10.3M | 0.02% | +58,619+77.7% | Added |
| Man Group plc | 135,283 | $10.4M | 0.02% | +35,662+35.8% | Added |
| California Public Employees Retirement System | 141,886 | $10.9M | 0.01% | +141,886 | New |
| Great Lakes Advisors, LLC | 145,150 | $11.2M | 0.09% | +869+0.6% | Added |
| Deutsche Bank AG | 147,893 | $11.4M | 0.00% | +10,311+7.5% | Added |
| Boothbay Fund Management, LLC | 159,802 | $12.3M | 0.29% | +159,802 | New |
| Allspring Global Investments Holdings, LLC | 157,462 | $12.6M | 0.02% | +1,886+1.2% | Added |
| Wells Fargo & Company | 165,787 | $12.7M | 0.00% | −71,837−30.2% | Reduced |
| Royce & Associates LP | 166,639 | $12.8M | 0.13% | +59,022+54.8% | Added |
| Cooper Creek Partners Management LLC | 167,452 | $12.9M | 0.62% | −446,781−72.7% | Reduced |
| UBS Asset Management Americas Inc | 169,678 | $13.0M | 0.00% | −40,700−19.3% | Reduced |
| WCM Investment Management, LLC | 186,844 | $13.2M | 0.03% | −97,503−34.3% | Reduced |
| ExodusPoint Capital Management, LP | 173,030 | $13.3M | 0.13% | +83,246+92.7% | Added |
| Swiss National Bank | 183,000 | $14.1M | 0.01% | +11,800+6.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 184,421 | $14.2M | 0.02% | −17,463−8.7% | Reduced |
| Victory Capital Management Inc | 195,504 | $15.0M | 0.01% | +2,880+1.5% | Added |
| Andar Capital Management HK Ltd | 196,000 | $15.1M | 12.89% | +6,475+3.4% | Added |
| Trexquant Investment LP | 199,945 | $15.4M | 0.11% | +199,945 | New |
| Price T Rowe Associates Inc | 202,867 | $15.6M | 0.00% | +21,003+11.5% | Added |
| Legal & General Group Plc | 209,025 | $16.1M | 0.00% | −7,308−3.4% | Reduced |
| Think Investments LP | 217,200 | $16.7M | 2.25% | −449,200−67.4% | Reduced |
| Voloridge Investment Management, LLC | 230,081 | $17.7M | 0.07% | +230,081 | New |
| Rhumbline Advisers | 247,262 | $19.0M | 0.02% | +18,802+8.2% | Added |
| Ardsley Advisory Partners LP | 258,750 | $19.9M | 3.03% | +21,750+9.2% | Added |
| Silvercrest Asset Management Group LLC | 261,111 | $20.1M | 0.15% | −29,081−10.0% | Reduced |
| E20 Capital Ltd | 283,643 | $21.8M | 2.05% | +283,643 | New |
| Emerald Mutual Fund Advisers Trust | 285,037 | $21.9M | 1.06% | 00.0% | Unchanged |
| Broad Bay Capital Management, LP | 316,000 | $24.3M | 2.50% | +316,000 | New |
| New York State Common Retirement Fund | 326,158 | $25.1M | 0.04% | −104,285−24.2% | Reduced |
| LMR Partners LLP | 329,121 | $25.3M | 0.23% | −57,689−14.9% | Reduced |
| Public Sector Pension Investment Board | 331,067 | $25.5M | 0.08% | +30,788+10.3% | Added |
| Portolan Capital Management, LLC | 332,327 | $25.6M | 1.36% | −176,328−34.7% | Reduced |
| Fred Alger Management, LLC | 335,608 | $25.8M | 0.11% | −524,247−61.0% | Reduced |
| Fiera Capital Corp | 340,536 | $26.2M | 0.09% | +10,545+3.2% | Added |
| Sora Investors LLC | 344,047 | $26.5M | 2.44% | +6,556+1.9% | Added |
| Franklin Resources Inc | 352,892 | $27.1M | 0.01% | +335,271+1,902.7% | Added |
| SEI Investments Co | 357,875 | $27.5M | 0.03% | +142,197+65.9% | Added |
| Dimensional Fund Advisors LP | 370,150 | $28.4M | 0.01% | +425+0.1% | Added |
| Granahan Investment Management Inc | 370,642 | $28.5M | 1.38% | −47,585−11.4% | Reduced |
| Clearline Capital LP | 383,189 | $29.5M | 2.29% | +97,222+34.0% | Added |
| Park West Asset Management LLC | 385,000 | $29.6M | 2.61% | +385,000 | New |
| Schonfeld Strategic Advisors LLC | 387,335 | $29.8M | 0.24% | −275−0.1% | Reduced |
| Cramer Rosenthal McGlynn LLC | 414,535 | $31.9M | 2.34% | +414,535 | New |
| Lord, Abbett & Co. LLC | 438,924 | $33.7M | 0.11% | +156,031+55.2% | Added |
| Principal Financial Group Inc | 452,553 | $34.8M | 0.02% | +37,572+9.1% | Added |
| Emerald Advisers, LLC | 457,018 | $35.1M | 1.11% | −13,733−2.9% | Reduced |
| GW&K Investment Management, LLC | 477,525 | $36.7M | 0.32% | +64,956+15.7% | Added |
| Squarepoint Ops LLC | 478,586 | $36.8M | 0.08% | +364,138+318.2% | Added |
| Palisade Capital Management LLC | 480,970 | $37.0M | 1.23% | −106,726−18.2% | Reduced |
| Bank of New York Mellon Corp | 505,504 | $38.9M | 0.01% | +9,991+2.0% | Added |