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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
2024
Q3 		– Sell
-402,000
Closed -$12M – 1743
2024
Q2 		$12M Buy
402,000
+372,000
+1,240% +$13M 0.13% 126
2024
Q1 		$825K Sell
30,000
-14,900
-33% -$318K 0.01% 888
2023
Q4 		$984K Sell
44,900
-25,600
-36% -$475K 0.01% 960
2023
Q3 		$1.82M Hold
70,500
– – 0.02% 653
2023
Q2 		$1.79M Buy
+70,500
New +$1.52M 0.02% 696

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 $3.38T AUM 44.17% 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

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.