Essex Investment Management’s Semtech SMTC Stock Holding History

Essex Investment Management’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 Q1	$3.89M	Buy	50,644 +937	+2%	+$77.1K	0.62%	54
2025 Q4	$3.66M	Sell	49,707 -1,239	-2%	-$87.9K	0.56%	66
2025 Q3	$3.64M	Buy	50,946 +1,806	+4%	+$98K	0.56%	61
2025 Q2	$2.22M	Sell	49,140 -357	-0.7%	-$12.7K	0.4%	99
2025 Q1	$1.7M	Buy	+49,497	New	+$2.44M	0.36%	116
2019 Q2	–	Sell	-15,533	Closed	-$791K	–	508
2019 Q1	$791K	Sell	15,533 -2,069	-12%	-$107K	0.12%	225
2018 Q4	$807K	Sell	17,602 -73	-0.4%	-$3.48K	0.13%	216
2018 Q3	$983K	Buy	17,675 +12,262	+227%	+$641K	0.12%	234
2018 Q2	$255K	Buy	+5,413	New	+$243K	0.03%	355

Other funds holding SMTC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Essex Investment Management's SMTC Position: Q1 2026 in Review

Essex Investment Management increased its Semtech (SMTC) stake by 1.9% in Q1 2026, buying an estimated $77.1K and bringing the position to 50,644 shares worth $3.89M. The position accounts for 0.62% of the portfolio, ranked #54.

Essex Investment Management first reported a position in SMTC in Q2 2018 and has held it in 9 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

Essex Investment Management held 50,644 shares of Semtech worth $3.89M as of Q1 2026.
Essex Investment Management bought 937 Semtech shares in Q1 2026, an estimated $77.1K.
Semtech made up 0.62% of Essex Investment Management's portfolio in Q1 2026, its #54 holding.
Essex Investment Management first reported a position in Semtech in Q2 2018 and has held it in 9 quarters since.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.