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Hodges Capital Management’s Semtech SMTC Stock Holding History

Hodges Capital 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 		$6.88M Buy
89,525
+7,202
+9% +$592K 0.57% 63
2025
Q4 		$6.07M Buy
82,323
+17,602
+27% +$1.25M 0.52% 62
2025
Q3 		$4.62M Buy
+64,721
New +$3.51M 0.4% 75
2023
Q4 		– Sell
-72,515
Closed -$1.87M – 227
2023
Q3 		$1.87M Buy
+72,515
New +$1.9M 0.22% 113

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Hodges Capital Management's SMTC Position: Q1 2026 in Review

Hodges Capital Management increased its Semtech (SMTC) stake by 8.7% in Q1 2026, buying an estimated $592K and bringing the position to 89,525 shares worth $6.88M. The position accounts for 0.57% of the portfolio, ranked #63.

Hodges Capital Management first reported a position in SMTC in Q3 2023 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Hodges Capital Management held 89,525 shares of Semtech worth $6.88M as of Q1 2026.
  • Hodges Capital Management bought 7,202 Semtech shares in Q1 2026, an estimated $592K.
  • Semtech made up 0.57% of Hodges Capital Management's portfolio in Q1 2026, its #63 holding.
  • Hodges Capital Management first reported a position in Semtech in Q3 2023 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Hodges Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.