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Connors Investor Services’s Semtech SMTC Stock Holding History

Connors Investor Services’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 		$3.28M Sell
20,270
-9,299
-31% -$1.22M 0.28% 64
2026
Q1 		$2.27M Sell
29,569
-31,085
-51% -$2.56M 0.21% 80
2025
Q4 		$4.47M Sell
60,654
-1,801
-3% -$128K 0.38% 52
2025
Q3 		$4.46M Sell
62,455
-2,074
-3% -$113K 0.38% 54
2025
Q2 		$2.91M Buy
64,529
+16,679
+35% +$593K 0.26% 68
2025
Q1 		$1.65M Sell
47,850
-21,959
-31% -$1.08M 0.16% 90
2024
Q4 		$4.32M Sell
69,809
-1,769
-2% -$93.4K 0.4% 52
2024
Q3 		$3.27M Sell
71,578
-1,053
-1% -$38.7K 0.32% 59
2024
Q2 		$2.17M Sell
72,631
-41,047
-36% -$1.44M 0.23% 79
2024
Q1 		$3.13M Sell
113,678
-6,915
-6% -$148K 0.33% 57
2023
Q4 		$2.64M Buy
120,593
+33,457
+38% +$621K 0.3% 71
2023
Q3 		$2.24M Sell
87,136
-18,008
-17% -$473K 0.28% 79
2023
Q2 		$2.68M Buy
105,144
+28,928
+38% +$625K 0.3% 74
2023
Q1 		$1.84M Buy
76,216
+6,182
+9% +$193K 0.22% 92
2022
Q4 		$2.01M Buy
+70,034
New +$1.99M 0.25% 85

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connors Investor Services's SMTC Position: Q2 2026 in Review

Connors Investor Services reduced its Semtech (SMTC) stake by 31% in Q2 2026, selling an estimated $1.22M and leaving 20,270 shares worth $3.28M. The position accounts for 0.28% of the portfolio, ranked #64.

Connors Investor Services first reported a position in SMTC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.47M in Q4 2025. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Connors Investor Services held 20,270 shares of Semtech worth $3.28M as of Q2 2026.
  • Connors Investor Services sold 9,299 Semtech shares in Q2 2026, an estimated $1.22M.
  • Semtech made up 0.28% of Connors Investor Services's portfolio in Q2 2026, its #64 holding.
  • Connors Investor Services first reported a position in Semtech in Q4 2022 and has held it in 15 quarters since.
  • Connors Investor Services's Semtech position peaked at $4.47M in Q4 2025.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Connors Investor Services's 13F filing for Q2 2026, filed 14 Aug 2026.