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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GW&K Investment Management's SMTC Position: Q1 2026 in Review

GW&K Investment Management increased its Semtech (SMTC) stake by 16% in Q1 2026, buying an estimated $5.34M and bringing the position to 477,525 shares worth $36.7M. The position accounts for 0.32% of the portfolio, ranked #114.

GW&K Investment Management first reported a position in SMTC in Q3 2025 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • GW&K Investment Management held 477,525 shares of Semtech worth $36.7M as of Q1 2026.
  • GW&K Investment Management bought 64,956 Semtech shares in Q1 2026, an estimated $5.34M.
  • Semtech made up 0.32% of GW&K Investment Management's portfolio in Q1 2026, its #114 holding.
  • GW&K Investment Management first reported a position in Semtech in Q3 2025 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.