Schroder Investment Management Group
SMTC icon

Schroder Investment Management Group’s Semtech SMTC Stock Holding History

Schroder Investment Management 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 		$51.6M Sell
731,179
-99,749
-12% -$8.2M 0.04% 316
2025
Q4 		$62.5M Sell
830,928
-48,952
-6% -$3.47M 0.05% 264
2025
Q3 		$54.5M Buy
879,880
+585,852
+199% +$31.8M 0.04% 285
2025
Q2 		$13.2M Sell
294,028
-496,568
-63% -$17.7M 0.01% 583
2025
Q1 		$27.7M Buy
790,596
+348,881
+79% +$17.2M 0.03% 425
2024
Q4 		$27.3M Buy
+441,715
New +$23.3M 0.03% 445
2022
Q4 		– Sell
-592,548
Closed -$17.4M – 1319
2022
Q3 		$17.4M Sell
592,548
-459,722
-44% -$21.5M 0.03% 481
2022
Q2 		$58M Buy
1,052,270
+15,808
+2% +$953K 0.09% 233
2022
Q1 		$73.4M Sell
1,036,462
-47,666
-4% -$3.42M 0.1% 212
2021
Q4 		$96.4M Sell
1,084,128
-175,641
-14% -$15M 0.13% 173
2021
Q3 		$98.2M Sell
1,259,769
-91,352
-7% -$6.26M 0.15% 142
2021
Q2 		$93M Buy
1,351,121
+42,901
+3% +$2.84M 0.12% 172
2021
Q1 		$90.3M Buy
1,308,220
+498,361
+62% +$36.6M 0.12% 171
2020
Q4 		$58.4M Sell
809,859
-490,742
-38% -$31.3M 0.08% 243
2020
Q3 		$67.9M Sell
1,300,601
-166,034
-11% -$9.33M 0.11% 174
2020
Q2 		$76.6M Buy
1,466,635
+30,038
+2% +$1.41M 0.14% 143
2020
Q1 		$58.4M Buy
1,436,597
+1,150,774
+403% +$52.1M 0.13% 168
2019
Q4 		$15.1M Buy
+285,823
New +$14.3M 0.02% 551

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

Schroder Investment Management Group's SMTC Position: Q1 2026 in Review

Schroder Investment Management Group reduced its Semtech (SMTC) stake by 12% in Q1 2026, selling an estimated $8.2M and leaving 731,179 shares worth $51.6M. The position accounts for 0.04% of the portfolio, ranked #316.

Schroder Investment Management Group first reported a position in SMTC in Q4 2019 and has held it in 18 quarters since. The position peaked at $98.2M in Q3 2021. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Schroder Investment Management Group held 731,179 shares of Semtech worth $51.6M as of Q1 2026.
  • Schroder Investment Management Group sold 99,749 Semtech shares in Q1 2026, an estimated $8.2M.
  • Semtech made up 0.04% of Schroder Investment Management Group's portfolio in Q1 2026, its #316 holding.
  • Schroder Investment Management Group first reported a position in Semtech in Q4 2019 and has held it in 18 quarters since.
  • Schroder Investment Management Group's Semtech position peaked at $98.2M in Q3 2021.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.