SMTCNasdaqSemiconductors & Related DevicesFiscal year ends January 31
SEMTECH CORP
Financials through Q2 FY2026, quarter ended Jul 26, 2026Last filing: 10-Q on Aug 26, 2026
$142.22+5.49 (+4.02%)
Close on Oct 19, 2026
- Market cap
- $14.34B
- P/E (TTM)
- 94.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
94M of 93M shares
Institutional holders
576
198 new, 51 sold out
Net institutional buying
-6M
In Q2 2026
Insider trades, 12 months
0 buys · 56 sales
Net sold $17.53M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 9,348,019 | 10.00% | 13G (passive) amendment | Aug 31, 2026 |
| Vanguard Portfolio Management | 5,354,281 | 5.74% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 4,852,794 | 5.22% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SMTC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,749,439 | 10.45% | $1.58B | −4,472,780 | 0.02% |
| Vanguard Portfolio Management LLC | 5,328,594 | 5.71% | $862.43M | −1,594,040 | 0.04% |
| Vanguard Capital Management LLC | 4,199,493 | 4.50% | $679.69M | +54,317 | 0.01% |
| Ameriprise Financial Inc | 3,450,916 | 3.70% | $559.04M | −3,999,464 | 0.11% |
| State Street Corp | 3,389,044 | 3.63% | $548.39M | −670,222 | 0.02% |
| Jane Street Group, LLC | 3,351,040 | 3.59% | $542.37M | +2,578,228 | 0.04% |
| Capital Research Global Investors | 2,954,432 | 3.17% | $478.17M | −1,197,650 | 0.07% |
| Geode Capital Management, LLC | 2,253,786 | 2.41% | $366.56M | −272,675 | 0.02% |
| Hood River Capital Management LLC | 2,250,382 | 2.41% | $364.22M | −37,147 | 2.64% |
| Morgan Stanley | 1,970,198 | 2.11% | $318.88M | +554,170 | 0.02% |
| Wellington Management Group Llp | 1,915,766 | 2.05% | $310.07M | −468,707 | 0.05% |
| Bank Of America Corp /De/ | 1,859,782 | 1.99% | $301.01M | +716,468 | 0.02% |
| Alliancebernstein L.P. | 1,567,024 | 1.68% | $120.49M | −799,287 | 0.04% |
| Price T Rowe Associates Inc /Md/ | 1,347,957 | 1.44% | $218.17K | +1,145,090 | 0.02% |
| Norges Bank | 1,247,833 | 1.34% | $201.96M | New | 0.02% |
| UBS Group AG | 1,154,041 | 1.24% | $186.78M | +262,380 | 0.02% |
| Millennium Management LLC | 1,141,594 | 1.22% | $184.77M | −824,088 | 0.07% |
| Westfield Capital Management Co LP | 1,133,268 | 1.21% | $183.42M | −147,326 | 0.60% |
| Disciplined Growth Investors Inc /Mn | 955,033 | 1.02% | $154.57M | −1,251,715 | 2.62% |
| Tremblant Capital Group | 887,268 | 0.95% | $143.60M | New | 4.12% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 576 | 94M | 100.0% | 198 / 157 | 185 / 51 | 22M | 29M |
| Q1 2026 | 438 | 100M | 100.0% | 91 / 177 | 122 / 49 | 27M | 17M |
| Q4 2025 | 402 | 103M | 100.0% | 94 / 151 | 121 / 37 | 14M | 16M |
| Q3 2025 | 350 | 105M | 100.0% | 87 / 113 | 115 / 49 | 14M | 13M |
| Q2 2025 | 315 | 104M | 100.0% | 61 / 136 | 93 / 58 | 18M | 11M |
| Q1 2025 | 315 | 98M | 100.0% | 58 / 134 | 100 / 95 | 20M | 18M |
| Q4 2024 | 355 | 96M | 100.0% | 117 / 140 | 72 / 33 | 20M | 9M |
| Q3 2024 | 274 | 85M | 91.5% | 60 / 93 | 83 / 39 | 27M | 13M |
| Q2 2024 | 256 | 82M | 88.2% | 65 / 77 | 91 / 43 | 17M | 20M |
| Q1 2024 | 235 | 85M | 90.9% | 44 / 83 | 75 / 32 | 8M | 9M |
| Q4 2023 | 226 | 86M | 92.4% | 50 / 79 | 74 / 40 | 22M | 8M |
| Q3 2023 | 217 | 72M | 77.4% | 23 / 73 | 91 / 33 | 11M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SMTC | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 3,413,515 | 3.66% | $552.48M | 0.58% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 3,186,578 | 3.41% | $515.75M | 0.41% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,957,703 | 3.17% | $478.70M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,135,775 | 2.29% | $345.68M | 0.18% | Jun 30, 2026 |
| Columbia Seligman Technology and Information Fund | 1,697,946 | 1.82% | $259.00M | 0.92% | May 31, 2026 |
| Vanguard Information Technology Index Fund | 1,471,043 | 1.58% | $224.39M | 0.13% | May 31, 2026 |
| Nomura Small Cap Core Fund | 1,461,127 | 1.57% | $222.88M | 4.04% | May 29, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,231,971 | 1.32% | $199.39M | 0.42% | Jun 30, 2026 |
| Hood River Small-Cap Growth Fund | 1,069,676 | 1.15% | $173.13M | 2.60% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,067,617 | 1.14% | $172.79M | 0.18% | Jun 30, 2026 |
| Vanguard Explorer Fund | 792,947 | 0.85% | $93.43M | 0.42% | Jul 31, 2026 |
| Vanguard Mid-Cap Growth Fund | 767,314 | 0.82% | $90.40M | 3.35% | Jul 31, 2026 |
| iShares Russell Mid-Cap Growth ETF | 547,486 | 0.59% | $88.61M | 0.41% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 478,639 | 0.51% | $73.01M | 0.42% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 477,250 | 0.51% | $72.80M | 0.17% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Hong Q. Hou | President and CEO, Director | 64,792 | 0.07% | Sep 14, 2026 |
| Jason Elliot Green | EVP and CCO | 11,122 | 0.01% | Sep 14, 2026 |
| Mark Lin | EVP and CFO | 37,244 | 0.04% | Sep 14, 2026 |
| Asaf Silberstein | EVP and COO | 90,060 | 0.10% | Sep 14, 2026 |
| John Michael Wilson | Chief Quality Officer and CTO | 82,276 | 0.09% | Sep 14, 2026 |
| William Ross Gray | SVP and GM | 15,987 | 0.02% | Jun 6, 2025 |
| Imran Sherazi | SVP and GM | 12,908 | 0.01% | Jun 6, 2025 |
| Madhusudhan Rayabhari | SVP and GM | 67,012 | 0.07% | Jun 6, 2025 |
| Mark P. Russell | SVP | 16,826 | 0.02% | Mar 7, 2025 |
| Paul V. Walsh Jr | Director | 26,600 | 0.03% | Sep 25, 2026 |
| Rodolpho C. Cardenuto | Director | 0 | – | Sep 18, 2026 |
| Julie Garcia Ruehl | Director | 7,140 | 0.01% | Sep 9, 2026 |
| Gregory Michael Fischer | Director | 5,678 | 0.01% | Jul 2, 2026 |
| Saar Gillai | Director | 14,844 | 0.02% | Jun 5, 2026 |
| Martin Burvill | Director | 4,409 | 0.00% | Jun 5, 2026 |
| Paula LuPriore | Director | 10,409 | 0.01% | Jun 5, 2026 |
| Ye Jane Li | Director | 11,785 | 0.01% | Jun 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul V. Walsh Jr Director | Sep 23, 2026 | Sale(10b5-1 plan) | −500 | $172.61 | $86.31K | 26,600 |
| Rodolpho C. Cardenuto Director | Sep 16, 2026 | Sale | −5,321 | $165.00 | $877.97K | 0 |
| Mark Lin EVP and CFO | Sep 10, 2026 | Option exercise | +2,348 | – | – | 37,244 |
| Mark Lin EVP and CFO | Sep 10, 2026 | Sale(10b5-1 plan) | −683 | $159.90 | $109.21K | 35,366 |
| Mark Lin EVP and CFO | Sep 10, 2026 | Tax withholding | −1,195 | $163.94 | $195.91K | 36,049 |
| Asaf Silberstein EVP and COO | Sep 10, 2026 | Tax withholding | −1,241 | $163.94 | $203.45K | 1,198 |
| Asaf Silberstein EVP and COO | Sep 10, 2026 | Option exercise | +2,439 | – | – | 2,439 |
| Hong Q. Hou President and CEO, Director | Sep 10, 2026 | Tax withholding | −4,137 | $163.94 | $678.22K | 64,792 |
| Hong Q. Hou President and CEO, Director | Sep 10, 2026 | Option exercise | +8,130 | – | – | 68,929 |
| Jason Elliot Green EVP and CCO | Sep 10, 2026 | Option exercise | +2,511 | – | – | 11,122 |
| Jason Elliot Green EVP and CCO | Sep 10, 2026 | Tax withholding | −989 | $163.94 | $162.14K | 10,133 |
| John Michael Wilson Chief Quality Officer and CTO | Sep 10, 2026 | Option exercise | +1,400 | – | – | 82,276 |
| John Michael Wilson Chief Quality Officer and CTO | Sep 10, 2026 | Tax withholding | −713 | $163.94 | $116.89K | 81,563 |
| Julie Garcia Ruehl Director | Sep 4, 2026 | Sale(10b5-1 plan) | −1,500 | $145.00 | $217.50K | 7,140 |
| Hong Q. Hou President and CEO, Director | Sep 4, 2026 | Sale(10b5-1 plan) | −2,000 | $138.71 | $277.42K | 60,799 |
| Paul V. Walsh Jr Director | Aug 19, 2026 | Sale(10b5-1 plan) | −500 | $135.48 | $67.74K | 27,100 |
| Asaf Silberstein EVP and COO | Aug 17, 2026 | Sale(10b5-1 plan) | −5,000 | $150.00 | $750.00K | 88,862 |
| Hong Q. Hou President and CEO, Director | Aug 7, 2026 | Sale(10b5-1 plan) | −2,000 | $140.00 | $280.00K | 62,799 |
| Paul V. Walsh Jr Director | Jul 22, 2026 | Sale(10b5-1 plan) | −500 | $133.07 | $66.54K | 27,600 |
| Asaf Silberstein EVP and COO | Jul 14, 2026 | Sale(10b5-1 plan) | −3,000 | $145.04 | $435.12K | 93,862 |
| Hong Q. Hou President and CEO, Director | Jul 10, 2026 | Sale(10b5-1 plan) | −2,000 | $133.00 | $266.00K | 64,799 |
| Asaf Silberstein EVP and COO | Jul 8, 2026 | Sale(10b5-1 plan) | −437 | $124.19 | $54.27K | 104,925 |
| Asaf Silberstein EVP and COO | Jul 8, 2026 | Sale(10b5-1 plan) | −2,448 | $125.18 | $306.44K | 102,477 |
| Asaf Silberstein EVP and COO | Jul 8, 2026 | Sale(10b5-1 plan) | −273 | $126.60 | $34.56K | 102,204 |
| Asaf Silberstein EVP and COO | Jul 8, 2026 | Sale(10b5-1 plan) | −1,400 | $128.70 | $180.18K | 100,216 |
| Asaf Silberstein EVP and COO | Jul 8, 2026 | Sale(10b5-1 plan) | −3,354 | $129.94 | $435.82K | 96,862 |
| Asaf Silberstein EVP and COO | Jul 8, 2026 | Sale(10b5-1 plan) | −588 | $127.61 | $75.03K | 101,616 |
| Jason Elliot Green EVP and CCO | Jul 7, 2026 | Sale(10b5-1 plan) | −1,132 | $129.32 | $146.39K | 9,743 |
| Jason Elliot Green EVP and CCO | Jul 7, 2026 | Sale(10b5-1 plan) | −1,132 | $130.48 | $147.70K | 8,611 |
| Mark Lin EVP and CFO | Jul 1, 2026 | Tax withholding | −1,561 | $161.85 | $252.65K | 35,866 |
| Mark Lin EVP and CFO | Jul 1, 2026 | Sale(10b5-1 plan) | −970 | $150.41 | $145.90K | 34,896 |
| Mark Lin EVP and CFO | Jul 1, 2026 | Option exercise | +3,164 | – | – | 37,427 |
| Hong Q. Hou President and CEO, Director | Jul 1, 2026 | Tax withholding | −3,300 | $161.85 | $534.11K | 66,799 |
| Hong Q. Hou President and CEO, Director | Jul 1, 2026 | Option exercise | +6,484 | – | – | 70,099 |
| Asaf Silberstein EVP and COO | Jul 1, 2026 | Gift | −38,866 | – | – | 0 |
| Asaf Silberstein EVP and COO | Jul 1, 2026 | Gift | +38,866 | – | – | 105,362 |
| Gregory Michael Fischer Director | Jun 30, 2026 | Sale(10b5-1 plan) | −1,500 | $156.24 | $234.36K | 5,678 |
| Hong Q. Hou President and CEO, Director | Jun 29, 2026 | Sale | −2,286 | $152.99 | $349.74K | 63,615 |
| Hong Q. Hou President and CEO, Director | Jun 29, 2026 | Sale | −7,319 | $152.43 | $1.12M | 65,901 |
| Paul V. Walsh Jr Director | Jun 24, 2026 | Sale(10b5-1 plan) | −500 | $164.99 | $82.50K | 28,100 |
| John Michael Wilson Chief Quality Officer and CTO | Jun 22, 2026 | Sale | −5,500 | $170.00 | $935.00K | 80,876 |
| Jason Elliot Green EVP and CCO | Jun 10, 2026 | Option exercise | +2,510 | – | – | 11,863 |
| Jason Elliot Green EVP and CCO | Jun 10, 2026 | Tax withholding | −988 | $157.52 | $155.63K | 10,875 |
| John Michael Wilson Chief Quality Officer and CTO | Jun 10, 2026 | Tax withholding | −713 | $157.52 | $112.31K | 86,376 |
| John Michael Wilson Chief Quality Officer and CTO | Jun 10, 2026 | Option exercise | +1,400 | – | – | 87,089 |
| Hong Q. Hou President and CEO, Director | Jun 10, 2026 | Tax withholding | −4,137 | $157.52 | $651.66K | 73,220 |
| Hong Q. Hou President and CEO, Director | Jun 10, 2026 | Option exercise | +8,129 | – | – | 77,357 |
| Mark Lin EVP and CFO | Jun 10, 2026 | Sale(10b5-1 plan) | −683 | $155.16 | $105.97K | 34,263 |
| Mark Lin EVP and CFO | Jun 10, 2026 | Tax withholding | −1,196 | $157.52 | $188.39K | 34,946 |
| Mark Lin EVP and CFO | Jun 10, 2026 | Option exercise | +2,349 | – | – | 36,142 |
| Asaf Silberstein EVP and COO | Jun 10, 2026 | Option exercise | +2,438 | – | – | 106,603 |
| Asaf Silberstein EVP and COO | Jun 10, 2026 | Tax withholding | −1,241 | $157.52 | $195.48K | 105,362 |
| Hong Q. Hou President and CEO, Director | Jun 5, 2026 | Sale(10b5-1 plan) | −2,000 | $162.10 | $324.20K | 69,228 |
| Ye Jane Li Director | Jun 3, 2026 | Option exercise | +5,321 | – | – | 6,050 |
| Gregory Michael Fischer Director | Jun 3, 2026 | Option exercise | +5,321 | – | – | 7,178 |
| Asaf Silberstein EVP and COO | Jun 3, 2026 | Sale | −2,000 | $164.00 | $328.00K | 104,165 |
| Rodolpho C. Cardenuto Director | Jun 3, 2026 | Option exercise | +5,321 | – | – | 5,321 |
| Saar Gillai Director | Jun 3, 2026 | Option exercise | +5,321 | – | – | 14,844 |
| Julie Garcia Ruehl Director | Jun 3, 2026 | Option exercise | +2,661 | – | – | 8,640 |
| Paul V. Walsh Jr Director | Jun 3, 2026 | Option exercise | +5,321 | – | – | 28,600 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jason Elliot Green Officer | Oct 7, 2026 | 2,766 | $526.51K | Oct 7, 2026 | Restricted Stock Vesting |
| Hong Q. Hou Officer, Director | Oct 2, 2026 | 2,000 | $382.42K | Oct 2, 2026 | Restricted Stock Vesting |
| Mark Lin Officer | Oct 1, 2026 | 967 | $172.97K | Oct 1, 2026 | Restricted Stock Vesting |
| Rodolpho C. Cardenuto Director | Sep 16, 2026 | 5,321 | $877.98K | Sep 16, 2026 | Restricted Stock Vesting |
| Mark Lin Officer | Sep 10, 2026 | 683 | $109.21K | Sep 10, 2026 | Restricted Stock Vesting |
| Hong Q. Hou Officer, Director | Sep 4, 2026 | 2,000 | $277.42K | Sep 4, 2026 | Restricted Stock Vesting |
| Julie Garcia Ruehl Director | Sep 4, 2026 | 1,500 | $217.50K | Sep 4, 2026 | Restricted Stock Vesting |
| Hong Q. Hou Officer, Director | Aug 7, 2026 | 2,000 | $280.00K | Aug 7, 2026 | Restricted Stock Vesting |
| Paul V. Walsh Jr Director | Jul 22, 2026 | 1,500 | $199.61K | Jul 22, 2026 | INVESTMENT |
| Asaf Silberstein Officer | Jul 14, 2026 | 8,000 | $1.16M | Jul 14, 2026 | RSU Vesting |
| Hong Q. Hou Officer, Director | Jul 10, 2026 | 2,000 | $266.00K | Jul 10, 2026 | Restricted Stock Vesting |
| Asaf Silberstein Officer | Jul 8, 2026 | 8,500 | $1.09M | Jul 8, 2026 | RSU Vesting |
| Jason Elliot Green Officer | Jul 7, 2026 | 2,264 | $294.09K | Jul 7, 2026 | Restricted Stock Vesting |
| Mark Lin Officer | Jul 1, 2026 | 970 | $145.89K | Jul 1, 2026 | Restricted Stock Vesting |
| Gregory Michael Fischer Director | Jun 30, 2026 | 1,500 | $234.36K | Jun 30, 2026 | Restricted Stock Vesting |