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Inspire Advisors’s Semtech SMTC Stock Holding History

Inspire Advisors’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 		$5.75M Buy
35,533
+31,856
+866% +$4.16M 0.4% 24
2026
Q1 		$283K Sell
3,677
-396
-10% -$32.6K 0.02% 482
2025
Q4 		$300K Sell
4,073
-1,529
-27% -$108K 0.03% 409
2025
Q3 		$400K Sell
5,602
-1,278
-19% -$69.4K 0.04% 338
2025
Q2 		$311K Sell
6,880
-42,422
-86% -$1.51M 0.03% 374
2025
Q1 		$1.7M Sell
49,302
-4,524
-8% -$223K 0.2% 84
2024
Q4 		$3.33M Sell
53,826
-15,067
-22% -$796K 0.41% 25
2024
Q3 		$3.15M Buy
+68,893
New +$2.53M 0.38% 28

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

Inspire Advisors's SMTC Position: Q2 2026 in Review

Inspire Advisors increased its Semtech (SMTC) stake by 866% in Q2 2026, buying an estimated $4.16M and bringing the position to 35,533 shares worth $5.75M. The position accounts for 0.4% of the portfolio, ranked #24.

Inspire Advisors first reported a position in SMTC in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Inspire Advisors held 35,533 shares of Semtech worth $5.75M as of Q2 2026.
  • Inspire Advisors bought 31,856 Semtech shares in Q2 2026, an estimated $4.16M.
  • Semtech made up 0.4% of Inspire Advisors's portfolio in Q2 2026, its #24 holding.
  • Inspire Advisors first reported a position in Semtech in Q3 2024 and has held it in 8 quarters since.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.