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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
Q2 		– Sell
-29,900
Closed -$822K – 1839
2024
Q1 		$822K Buy
+29,900
New +$639K 0.01% 892
2023
Q4 		– Sell
-276,800
Closed -$7.13M – 1971
2023
Q3 		$7.13M Buy
276,800
+104,600
+61% +$2.75M 0.06% 243
2023
Q2 		$4.38M Buy
+172,200
New +$3.72M 0.04% 394

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
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
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.