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GW&K Investment Management’s Semtech SMTC Stock Holding History

GW&K 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
Q2 		$65.6M Sell
405,585
-71,940
-15% -$9.4M 0.51% 59
2026
Q1 		$36.7M Buy
477,525
+64,956
+16% +$5.34M 0.32% 114
2025
Q4 		$30.4M Buy
412,569
+32,939
+9% +$2.34M 0.26% 152
2025
Q3 		$27.1M Buy
+379,630
New +$20.6M 0.24% 165

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 $3.38T AUM 44.17% 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

GW&K Investment Management's SMTC Position: Q2 2026 in Review

GW&K Investment Management reduced its Semtech (SMTC) stake by 15% in Q2 2026, selling an estimated $9.4M and leaving 405,585 shares worth $65.6M. The position accounts for 0.51% of the portfolio, ranked #59.

GW&K Investment Management first reported a position in SMTC in Q3 2025 and has held it in 4 quarters since. 578 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • GW&K Investment Management held 405,585 shares of Semtech worth $65.6M as of Q2 2026.
  • GW&K Investment Management sold 71,940 Semtech shares in Q2 2026, an estimated $9.4M.
  • Semtech made up 0.51% of GW&K Investment Management's portfolio in Q2 2026, its #59 holding.
  • GW&K Investment Management first reported a position in Semtech in Q3 2025 and has held it in 4 quarters since.
  • 578 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.