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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jefferies Financial Group's SMTC Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Semtech (SMTC) in Q1 2026: 41,317 shares worth $3.18M. The stake represents 0.02% of the portfolio and ranks #455 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in SMTC as recently as Q3 2025.

Jefferies Financial Group first reported a position in SMTC in Q1 2023 and has held it in 8 quarters since. The position peaked at $6.07M in Q1 2024. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

Jefferies Financial Group held 41,317 shares of Semtech worth $3.18M as of Q1 2026.
Semtech was a new Jefferies Financial Group position in Q1 2026.
Semtech made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #455 holding.
Jefferies Financial Group first reported a position in Semtech in Q1 2023 and has held it in 8 quarters since.
Jefferies Financial Group's Semtech position peaked at $6.07M in Q1 2024.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.