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SMTC · Semtech Corp
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SMTC Semtech (SMTC) Insider Trading, Ownership & Congress Trades

Semiconductors & Electronics · Semiconductors & related devices · CIK 0000088941
Congress · 1Form 144 · 9
Insider buyers, 180 days
0
Funds added, last quarter
359
13F, latest reported quarter
Conversions, 180 days
20
Codes C/M, not in net · $0 priced

What the filings say about SMTC

Insiders, 180 days
-$10.9M net sold
10 sellers · 25% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2026-09-29
Planned sales (Form 144), 90 days
$3.1M
9 notices

Semtech insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, SEMTECH CORP insiders sold a net $10.9M of stock across 155 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
SELL
2026-10-23 SECtraded 2026-10-21
500
$69.7K
n/a
Context
  • 13 earlier Form 4 trades (code P or S) here by this insider (1 buy, 12 sales), the last on Sep 23, 2026.
  • The trade is 1.9% of the 26,100 shares held after it.
  • 3 other insiders sold within 30 days.
  • 359 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Walsh Paul V Jr sold about $69.7K of SMTC under a 10b5-1 plan on Oct 21, 2026; 3 other insiders sold within 30 days and 359 funds added in the latest 13F quarter.
SELL
2026-10-09 SECtraded 2026-10-07
2,766
$526.5K
-18.7%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Jul 7, 2026.
  • The trade is 37.5% of the 7,367 shares held after it.
  • 4 other insiders sold within 30 days.
  • 359 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP and CCO Green Jason Elliot sold about $526.5K of SMTC under a 10b5-1 plan on Oct 7, 2026; 4 other insiders sold within 30 days and 359 funds added in the latest 13F quarter.
President and CEO
SELL
2026-10-05 SECtraded 2026-10-02
2,000
$382.4K
-30.7%
Context
  • 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Sep 4, 2026.
  • The trade is 3.0% of the 65,976 shares held after it.
  • 5 other insiders sold within 30 days.
  • 359 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO HOU HONG Q sold about $382.4K of SMTC under a 10b5-1 plan on Oct 2, 2026; 5 other insiders sold within 30 days and 359 funds added in the latest 13F quarter.
EVP and CFO
SELL
2026-10-05 SECtraded 2026-10-01
967
$173.0K
-30.7%
Context
  • 35 earlier Form 4 trades (code P or S) here by this insider (1 buy, 34 sales), the last on Sep 10, 2026.
  • The trade is 2.7% of the 35,999 shares held after it.
  • 5 other insiders sold within 30 days.
  • 359 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP and CFO Lin Mark sold about $173.0K of SMTC under a 10b5-1 plan on Oct 1, 2026; 5 other insiders sold within 30 days and 359 funds added in the latest 13F quarter.
SELL
2026-09-25 SECtraded 2026-09-23
500
$86.3K
-21.8%
Context
  • 12 earlier Form 4 trades (code P or S) here by this insider (1 buy, 11 sales), the last on Aug 19, 2026.
  • The trade is 1.9% of the 26,600 shares held after it.
  • 5 other insiders sold within 30 days.
  • 359 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Walsh Paul V Jr sold about $86.3K of SMTC under a 10b5-1 plan on Sep 23, 2026; 5 other insiders sold within 30 days and 359 funds added in the latest 13F quarter.
155 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 150 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$10.9M over 180 days
-$3.8M over 90 days
below 62% of Semiconductors & Electronics
Congress
1 member bought in the last year
the lowest in Semiconductors & Electronics
Funds
359 funds bought in last quarter
more than 80% of Semiconductors & Electronics
Revenue
+15.5% year over year
more than 56% of Semiconductors & Electronics
Margin
-3.8% net margin
below 56% of Semiconductors & Electronics
Buybacks
no share repurchases reported
Short interest
6.7% of the float short (float per yahoo 2026-10-26) · 1.7 days to cover · settled 2026-09-30
more than 63% of Semiconductors & Electronics
What changed in the last 30 days
Oct 21Director Walsh Paul V Jr filed to sell $209.2K by Oct 21 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 9EVP and CCO Green Jason Elliot sold $526.5K under a 10b5-1 plan (Oct 7)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 7Officer Green Jason Elliot filed to sell $526.5K by Oct 7 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 5President and CEO HOU HONG Q sold $382.4K under a 10b5-1 plan (Oct 2)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 2Officer HOU HONG Q filed to sell $382.4K by Oct 2 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch SMTC

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+99.1%12M
-9%+56%+122%+187%2025-102025-122026-022026-042026-062026-082026-10 2026-06-29 · HOU HONG Q sold $1.1M2026-06-22 · WILSON JOHN MICHAEL sold $935.0K2026-02-09 · Silberstein Asaf sold $920.0K2026-05-28 · Li Ye Jane sold $881.7K2026-02-02 · Silberstein Asaf sold $880.0K2026-09-16 · Cardenuto Rodolpho C sold $878.0K2026-08-17 · Silberstein Asaf sold $750.0K2025-12-03 · HOU HONG Q sold $740.8K2026-03-24 · Lin Mark sold $689.4K2026-04-01 · Green Jason Elliot sold $613.0K2026-03-06 · Lin Mark sold $551.2K2025-12-05 · Silberstein Asaf sold $541.4K2026-10-07 · Green Jason Elliot sold $526.5K2026-07-08 · Silberstein Asaf sold $435.8K2026-07-14 · Silberstein Asaf sold $435.1K2026-01-22 · Silberstein Asaf sold $415.0K2026-10-02 · HOU HONG Q sold $382.4K2026-01-08 · WILSON JOHN MICHAEL sold $375.6K2026-06-29 · HOU HONG Q sold $349.7K2026-03-11 · Lin Mark sold $340.9K2026-06-03 · Silberstein Asaf sold $328.0K2026-06-05 · HOU HONG Q sold $324.2K2026-07-08 · Silberstein Asaf sold $306.4K2025-12-05 · Silberstein Asaf sold $294.8K2026-08-07 · HOU HONG Q sold $280.0K2026-09-04 · HOU HONG Q sold $277.4K2026-01-07 · Gillai Saar sold $270.9K2026-07-10 · HOU HONG Q sold $266.0K2026-06-30 · Fischer Gregory Michael sold $234.4K2026-03-10 · Lin Mark sold $233.1K2026-04-09 · Burvill Martin sold $222.4K2026-09-04 · Ruehl Julie Garcia sold $217.5K2026-05-01 · HOU HONG Q sold $206.0K2026-04-10 · HOU HONG Q sold $180.2K2026-07-08 · Silberstein Asaf sold $180.2K2026-10-01 · Lin Mark sold $173.0K2026-05-28 · Fischer Gregory Michael sold $164.7K2026-07-07 · Green Jason Elliot sold $147.7K2026-07-07 · Green Jason Elliot sold $146.4K2026-07-01 · Lin Mark sold $145.9K2026-09-10 · Lin Mark sold $109.2K2026-06-10 · Lin Mark sold $106.0K2026-10-21 · Walsh Paul V Jr filed to sell $209.2K2026-10-07 · Green Jason Elliot filed to sell $526.5K2026-10-02 · HOU HONG Q filed to sell $382.4K2026-10-01 · Lin Mark filed to sell $173.0K2026-09-16 · Cardenuto Rodolpho C filed to sell $878.0K2026-09-10 · Lin Mark filed to sell $109.2K2026-09-04 · HOU HONG Q filed to sell $277.4K2026-09-04 · Ruehl Julie Garcia filed to sell $217.5K2026-08-07 · HOU HONG Q filed to sell $280.0K2026-07-22 · Walsh Paul V Jr filed to sell $199.6K2026-07-14 · Silberstein Asaf filed to sell $1.2M2026-07-10 · HOU HONG Q filed to sell $266.0K2026-07-08 · Silberstein Asaf filed to sell $1.1M2026-07-07 · Green Jason Elliot filed to sell $294.1K2026-07-01 · Lin Mark filed to sell $145.9K2026-06-30 · Fischer Gregory Michael filed to sell $234.4K2026-06-29 · HOU HONG Q filed to sell $1.5M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns SMTC: institutional holders (13F)

13F holdings, latest reported quarter
9,749,439 sh
$1.6B
$559.0M
3,389,044 sh
$548.4M

Congress trades in SMTC

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-09-29 · disclosed 13 days later
$1,001 - $15,000
Sold 2026-07-16 · disclosed 50 days later
$1,001 - $15,000
Sold 2026-06-30 · disclosed 2 days later
$1,001 - $15,000
Bought 2026-03-03 · disclosed 35 days later
$1,001 - $15,000
Bought 2026-01-20 · disclosed 24 days later
$1,001 - $15,000

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

SMTC planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Walsh Paul V Jr
Filed 2026-10-21
$209.2K
Green Jason Elliot
Filed 2026-10-07
$526.5K
HOU HONG Q
Filed 2026-10-02
$382.4K
Lin Mark
Filed 2026-10-01
$173.0K
Cardenuto Rodolpho C
Filed 2026-09-16
$878.0K

SMTC mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco S&P SmallCap Information Technology ETF
$28.5M position · as of 2026-05-31
5.3%
Nomura Small Cap Core Fund
$222.9M position · as of 2026-05-29
4.0%
VANGUARD MID-CAP GROWTH FUND
$90.4M position · as of 2026-07-31
3.4%
VanEck Fabless Semiconductor ETF
$9.9M position · as of 2026-06-30
3.3%
Invesco Dorsey Wright Technology Momentum ETF
$15.9M position · as of 2026-07-31
2.7%
Victory RS Science & Technology Fund
$6.9M position · as of 2026-06-30
2.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $10.9M sold by insiders over 180 days, 359 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $3.1M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

SMTC financials

Revenue growth
+15.5%
XBRL, annual
Net margin
-3.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.1B
four quarters, 2025-04-28 to 2026-04-26
Net margin, TTM
-3.0%
net income over revenue, 2025-04-28 to 2026-04-26
Free cash flow, TTM
$173.2M
operating cash flow minus capex, 2025-04-28 to 2026-04-26
Debt to equity
0.86x
long-term 2026-04-26 plus current 2026-01-25; equity 2026-04-26
Cash flow to debt
0.39x
TTM operating cash flow over long-term 2026-04-26 plus current 2026-01-25
Return on equity
-5.8%
TTM net income over average of 2025-04-27 and 2026-04-26
Return on assets
-2.3%
TTM net income over average of 2025-04-27 and 2026-04-26
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
+1.9%
operating income (EBIT proxy) over average of 2025-04-27 and 2026-04-26 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$13.1B
market value at close 2026-10-26 on 2026-05-22 shares, plus long-term 2026-04-26 plus current 2026-01-25, minus cash 2026-04-26
FCF yield
+1.4%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2026-012025-012024-012023-01
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)-0.46-2.26-17.030.96
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
Buybacksn/a$0$0$50.0M
SEC XBRL, fiscal years, as known on 2026-10-28

SMTC Stock Sonar score 6/7 axes

Find similar shapesCompare

SMTC ranks highest on growth (56th percentile) and institutional and government (53rd), and lowest on insider conviction (19th), among Semiconductors & Electronics peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
42
Inputs
  • Return on equity-5.8% · 34 pct, sector of 154
  • Return on assets-2.3% · 43 pct, sector of 171
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed+1.9% · 49 pct, sector of 155
Financial health
44
Inputs
  • Debt to equity0.86x · 22 pct, sector of 152
  • Cash flow to debt0.39x · 65 pct, sector of 136
Growth
56
Inputs
  • Revenue growth, YoY+15.5% · 56 pct, sector of 194
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
19
Inputs
  • Net Form 4 buying (codes P and S), 180d-$9.0M · 38 pct, sector of 147
  • Insider buyers, 180d0 · 0 pct, sector of 151
Institutional and government
53
Inputs
  • Funds adding, latest quarter359 · 80 pct, sector of 184
  • Congress net buyers, 365d0 · 26 pct, sector of 40
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
46
Inputs
  • Short interest, % of float+6.7% · 44 pct, sector of 221
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+12.4% · 48 pct, sector of 152
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

SMTC filings, in plain words

Are Semtech insiders buying or selling SMTC?

In the 180 days to 2026-10-28, Semtech insiders were net sellers, a net $10.9M across purchases and sales reported on Form 4, by 10 sellers.

Have members of Congress traded SMTC?

Yes. In the year to 2026-10-28, 1 House member disclosed buying SMTC and 1 House member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-09-29.

Are there planned insider sales of SMTC?

Yes. 9 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $3.1M of stock; the latest, by Walsh Paul V Jr, was filed 2026-10-21.

Read the full summary

In the 180 days to 2026-10-28, Semtech insiders were net sellers of SMTC, a net $10.9M across purchases and sales reported on Form 4 by 10 sellers. 25% of the 36 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-28, 1 member of Congress disclosed buying SMTC and 1 member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-09-29. Insiders filed 9 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $3.1M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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