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SMTC · Semtech Corp

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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SMTC

Name: SEMTECH CORP (SMTC) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

SEMTECH CORP

SEMICONDUCTORS & ELECTRONICS · SEMICONDUCTORS & RELATED DEVICES · CIK 0000088941

CONGRESS · 1FORM 144 · 9☆ WATCH

INSIDER NET · 180D

-$10.6M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

358

13F, latest reported quarter

REVENUE GROWTH

+15.5%

XBRL, annual

NET MARGIN

-3.8%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$10.6M over 180 days

-$6.2M over 90 days

below 62% of Semiconductors & Electronics

CONGRESS

1 member bought in the last year

the lowest in Semiconductors & Electronics

FUNDS

358 funds added or opened last quarter

more than 82% of Semiconductors & Electronics

REVENUE

+15.5% year over year

more than 60% of Semiconductors & Electronics

MARGIN

-3.8% net margin

below 52% of Semiconductors & Electronics

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$10.6M across 9 people in 180 days.

358 funds added or opened positions in the latest 13F quarter, of 578 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +131.7%

+131.7%12M

INSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $10.6M sold by insiders over 180 days, 358 funds added last quarter, 1 Congress member(s) bought in 12 months, $5.1M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

NVDA CRDO VICR MPWR VPLM ALAB PI MTSI MU AIP AVGO MSI

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, SEMTECH CORP insiders sold a net $10.6M of stock across 146 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Walsh Paul V Jr

Director

SELL

2026-08-19

500.0

$67.7K

Silberstein Asaf

EVP and COO

SELL

2026-08-17

5,000.0

$750.0K

HOU HONG Q

President and CEO

SELL

2026-08-07

2,000.0

$280.0K

Walsh Paul V Jr

Director

SELL

2026-07-22

500.0

$66.5K

Silberstein Asaf

EVP and COO

SELL

2026-07-14

3,000.0

$435.1K

146 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 141 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

9,749,439.0 sh

$1.6B

VANGUARD PORTFOLIO MANAGEMENT LLC

5,328,594.0 sh

$862.4M

VANGUARD CAPITAL MANAGEMENT LLC

4,199,493.0 sh

$679.7M

AMERIPRISE FINANCIAL INC

3,450,916.0 sh

$559.0M

STATE STREET CORP

3,389,044.0 sh

$548.4M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

HOU HONG Q

FILED 2026-08-07

$280.0K

Walsh Paul V Jr

FILED 2026-07-22

$199.6K

Silberstein Asaf

FILED 2026-07-14

$1.2M

HOU HONG Q

FILED 2026-07-10

$266.0K

Silberstein Asaf

FILED 2026-07-08

$1.1M

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

CRM LONG/SHORT OPPORTUNITIES

$21.9M POSITION · AS OF 2026-04-30

4.8%

CRM SMALL/MID CAP VALUE FUND

$5.9M POSITION · AS OF 2026-04-30

3.9%

Invesco S&P SmallCap Information Technology ETF

$13.6M POSITION · AS OF 2026-02-28

3.7%

The Disciplined Growth Investors Equity Fund

$5.5M POSITION · AS OF 2026-04-30

3.7%

ALGER WEATHERBIE SPECIALIZED GROWTH FUND

$8.2M POSITION · AS OF 2026-04-30

2.9%

The Disciplined Growth Investors Fund

$17.4M POSITION · AS OF 2026-04-30

2.8%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2026-01	2025-01	2024-01	2023-01
REVENUE	$1.0B	$909.3M	$868.8M	$756.5M
GROSS PROFIT	$542.1M	$456.5M	$296.2M	$478.6M
OPERATING INCOME	$32.6M	$49.9M	$-944.3M	$92.8M
NET INCOME	$-40.4M	$-161.9M	$-1.1B	$61.4M
EPS (DILUTED)	-0.46	-2.26	-17.03	0.96
OPERATING CASH FLOW	$181.2M	$58.0M	$-93.9M	$126.7M
CASH	$195.2M	$151.7M	$128.6M	$235.5M
LONG-TERM DEBT	$491.2M	$505.9M	$1.4B	$1.3B
BUYBACKS	—	$0	$0	$50.0M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE