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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's SMTC Position: Q2 2026 in Review

Jefferies Financial Group reduced its Semtech (SMTC) stake by 79% in Q2 2026, selling an estimated $4.28M and leaving 8,601 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #828.

Jefferies Financial Group first reported a position in SMTC in Q1 2023 and has held it in 9 quarters since. The position peaked at $6.07M in Q1 2024. 578 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Jefferies Financial Group held 8,601 shares of Semtech worth $1.39M as of Q2 2026.
Jefferies Financial Group sold 32,716 Semtech shares in Q2 2026, an estimated $4.28M.
Semtech made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #828 holding.
Jefferies Financial Group first reported a position in Semtech in Q1 2023 and has held it in 9 quarters since.
Jefferies Financial Group's Semtech position peaked at $6.07M in Q1 2024.
578 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.