Boston Partners’s Semtech SMTC Stock Holding History

Boston Partners’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-22,868	Closed	-$1.76M	–	845
2026 Q1	$1.76M	Sell	22,868 -9,469	-29%	-$779K	﹤0.01%	589
2025 Q4	$2.38M	Buy	32,337 +2,674	+9%	+$190K	﹤0.01%	551
2025 Q3	$2.12M	Buy	+29,663	New	+$1.61M	﹤0.01%	553

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners's SMTC Position: Q2 2026 in Review

Boston Partners sold out of Semtech (SMTC) in Q2 2026, closing a stake of 22,868 shares — an estimated $1.76M sold.

Boston Partners first reported a position in SMTC in Q3 2025 and held it in 3 quarters. The position peaked at $2.38M in Q4 2025. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Boston Partners reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
Boston Partners sold 22,868 Semtech shares in Q2 2026, an estimated $1.76M.
Boston Partners first reported a position in Semtech in Q3 2025 and held it in 3 quarters.
Boston Partners's Semtech position peaked at $2.38M in Q4 2025.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.