Jefferies Financial Group
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Jefferies Financial Group’s Semtech SMTC Stock Holding History

Jefferies Financial Group’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
Q3 		$16.3M Buy
91,288
+82,687
+961% +$11.7M 0.12% 143
2026
Q2 		$1.39M Sell
8,601
-32,716
-79% -$4.28M 0.01% 828
2026
Q1 		$3.18M Buy
+41,317
New +$3.4M 0.02% 455
2025
Q4 		– Sell
-36,569
Closed -$2.61M – 2054
2025
Q3 		$2.61M Buy
+36,569
New +$1.99M 0.01% 553
2025
Q1 		– Sell
-77,659
Closed -$4.8M – 1976
2024
Q4 		$4.8M Buy
77,659
+29,723
+62% +$1.57M 0.03% 380
2024
Q3 		$2.19M Buy
+47,936
New +$1.76M 0.02% 568
2024
Q2 		– Sell
-220,896
Closed -$7.73M – 1838
2024
Q1 		$6.07M Buy
+220,896
New +$4.72M 0.06% 268
2023
Q4 		– Sell
-708
Closed -$13.1K – 1970
2023
Q3 		$18.2K Sell
708
-138,510
-99% -$3.64M ﹤0.01% 1535
2023
Q2 		$3.54M Buy
139,218
+84,118
+153% +$1.82M 0.03% 468
2023
Q1 		$1.33M Buy
+55,100
New +$1.72M 0.01% 789

Other funds holding SMTC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CloudAlpha Capital Management
CloudAlpha Capital Management Hong Kong $4.52B AUM 312.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Jefferies Financial Group's SMTC Position: Q3 2026 in Review

Jefferies Financial Group increased its Semtech (SMTC) stake by 961% in Q3 2026, buying an estimated $11.7M and bringing the position to 91,288 shares worth $16.3M. The position accounts for 0.12% of the portfolio, ranked #143.

Jefferies Financial Group first reported a position in SMTC in Q1 2023 and has held it in 10 quarters since. 315 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

  • Jefferies Financial Group held 91,288 shares of Semtech worth $16.3M as of Q3 2026.
  • Jefferies Financial Group bought 82,687 Semtech shares in Q3 2026, an estimated $11.7M.
  • Semtech made up 0.12% of Jefferies Financial Group's portfolio in Q3 2026, its #143 holding.
  • Jefferies Financial Group first reported a position in Semtech in Q1 2023 and has held it in 10 quarters since.
  • 315 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.