SEMTECH CORP
Total Trades
58
Buys
2
Sells
42
Largest Trade
N/A
Insiders
15
Institutional Funds
326
Inst. Value
$1M+
Activist Filings
29
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Walsh Paul V Jr | Director | SELL | $15K–$50K | 500 | $88.24 | Feb 20, 2026 |
| Silberstein Asaf | EVP and COO | SELL | $500K+ | 10K | $92.00 | Feb 11, 2026 |
| Silberstein Asaf | EVP and COO | SELL | $500K+ | 10K | $88.00 | Feb 4, 2026 |
| Silberstein Asaf | EVP and COO | SELL | $100K–$500K | 5K | $83.00 | Jan 26, 2026 |
| Walsh Paul V Jr | Director | SELL | $15K–$50K | 500 | $78.25 | Jan 23, 2026 |
| Fischer Gregory Michael | Director | SELL | $50K–$100K | 1K | $75.50 | Jan 13, 2026 |
| WILSON JOHN MICHAEL | Chief Quality Offi… | SELL | $100K–$500K | 5K | $75.12 | Jan 13, 2026 |
| Gillai Saar | Director | SELL | $100K–$500K | 4K | $75.26 | Jan 9, 2026 |
| Lin Mark | EVP and CFO | EXERCISE | N/A | 3K | — | Jan 6, 2026 |
| Lin Mark | EVP and CFO | SELL | $100K–$500K | 1K | $76.20 | Jan 6, 2026 |
| Walsh Paul V Jr | Director | SELL | $15K–$50K | 500 | $71.61 | Dec 19, 2025 |
| Silberstein Asaf | EVP and COO | SELL | $500K+ | 11K | $79.64 | Dec 9, 2025 |
| HOU HONG Q | President and CEO | SELL | $500K+ | 10K | $74.08 | Dec 5, 2025 |
| Walsh Paul V Jr | Director | SELL | $15K–$50K | 500 | $63.08 | Nov 21, 2025 |
| Walsh Paul V Jr | Director | SELL | $15K–$50K | 500 | $66.24 | Oct 24, 2025 |
| Burvill Martin | Director | SELL | $100K–$500K | 4K | $62.75 | Sep 18, 2025 |
| Silberstein Asaf | EVP and COO | SELL | $100K–$500K | 2K | $59.21 | Sep 2, 2025 |
| Fischer Gregory Michael | Director | SELL | $50K–$100K | 2K | $58.44 | Sep 2, 2025 |
| Lin Mark | EVP and CFO | EXERCISE | N/A | 3K | — | Jul 3, 2025 |
| Lin Mark | EVP and CFO | SELL | $15K–$50K | 999 | $43.84 | Jul 3, 2025 |
| Silberstein Asaf | EVP and COO | SELL | $50K–$100K | 2K | $42.98 | Jun 26, 2025 |
| Cardenuto Rodolpho C | Director | SELL | $500K+ | 13K | $41.82 | Jun 20, 2025 |
| Lin Mark | EVP and CFO | SELL | $100K–$500K | 4K | $37.96 | Jun 6, 2025 |
| Lin Mark | EVP and CFO | EXERCISE | N/A | 12K | — | Jun 6, 2025 |
| Silberstein Asaf | EVP and COO | SELL | $50K–$100K | 2K | $38.20 | Jun 6, 2025 |
| Silberstein Asaf | EVP and COO | EXERCISE | N/A | 12K | — | Jun 6, 2025 |
| Lin Mark | EVP and CFO | SELL | $15K–$50K | 1K | $34.44 | Apr 3, 2025 |
| Lin Mark | EVP and CFO | EXERCISE | N/A | 3K | — | Apr 3, 2025 |
| Lin Mark | EVP and CFO | SELL | $100K–$500K | 3K | $37.71 | Mar 28, 2025 |
| Lin Mark | EVP and CFO | GRANT | N/A | 9K | — | Mar 28, 2025 |
| Lin Mark | EVP and CFO | SELL | $100K–$500K | 3K | $59.45 | Jan 31, 2025 |
| Sherazi Imran | SVP and GM | SELL | $100K–$500K | 1K | $75.00 | Jan 22, 2025 |
| Silberstein Asaf | EVP and COO | SELL | $100K–$500K | 2K | $70.00 | Jan 17, 2025 |
| Lin Mark | EVP and CFO | EXERCISE | N/A | 3K | — | Jan 3, 2025 |
| Lin Mark | EVP and CFO | SELL | $50K–$100K | 1K | $65.15 | Jan 3, 2025 |
| Sherazi Imran | SVP and GM | SELL | $500K+ | 8K | $64.37 | Dec 23, 2024 |
| Lin Mark | EVP and CFO | BUY | $15K–$50K | 1K | $33.23 | Apr 8, 2024 |
| Rodensky Michael W | SVP | SELL | $100K–$500K | 18K | $25.50 | Sep 28, 2023 |
| Walsh Paul V Jr | Director | BUY | $100K–$500K | 20K | $24.83 | Sep 18, 2023 |
| Silberstein Asaf | EVP | SELL | $100K–$500K | 2K | $62.60 | Jun 7, 2022 |
| WILSON JOHN MICHAEL | EVP | SELL | $500K+ | 9K | $62.28 | Apr 7, 2022 |
| Rodensky Michael W | SVP | SELL | $100K–$500K | 4K | $68.79 | Apr 5, 2022 |
| Rodensky Michael W | SVP | EXERCISE | $100K–$500K | 4K | $25.85 | Apr 5, 2022 |
| Chang Christopher H | SVP | EXERCISE | $100K–$500K | 5K | $34.75 | Mar 28, 2022 |
| Chang Christopher H | SVP | SELL | $100K–$500K | 7K | $70.57 | Mar 28, 2022 |
| MAHESWARAN MOHAN | President and CEO | SELL | $1M+ | 25K | $70.13 | Mar 25, 2022 |
| CHUKWU EMEKA | EVP and CFO | SELL | $100K–$500K | 4K | $69.68 | Feb 19, 2022 |
| CHUKWU EMEKA | EVP and CFO | EXERCISE | $50K–$100K | 4K | $17.51 | Feb 19, 2022 |
| CHUKWU EMEKA | EVP and CFO | EXERCISE | $50K–$100K | 4K | $17.51 | Feb 5, 2022 |
| CHUKWU EMEKA | EVP and CFO | SELL | $100K–$500K | 4K | $70.40 | Feb 5, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 326 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Capital Research Global Investors | 4.5M | $1M+ | SH |
| Whale Rock Capital Management LLC | 3.9M | $1M+ | SH |
| STATE STREET CORP | 3.8M | $1M+ | SH |
| ALLIANCEBERNSTEIN L.P. | 3.0M | $1M+ | SH |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.5M | $1M+ | SH |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.4M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $1M+ | SH |
| Point72 Asset Management, L.P. | 1.2M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 984K | $1M+ | SH |
| Neuberger Berman Group LLC | 908K | $1M+ | SH |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 831K | $1M+ | SH |
| Atreides Management, LP | 692K | $1M+ | SH |
| Think Investments LP | 666K | $1M+ | SH |
| Capital International Investors | 537K | $1M+ | SH |
| Portolan Capital Management, LLC | 509K | $1M+ | SH |
| JENNISON ASSOCIATES LLC | 497K | $1M+ | SH |
| EMERALD ADVISERS, LLC | 471K | $1M+ | SH |
| BALYASNY ASSET MANAGEMENT L.P. | 467K | $1M+ | SH |
| NEW YORK STATE COMMON RETIREMENT FUND | 430K | $1M+ | SH |
| Schonfeld Strategic Advisors LLC | 388K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Capital Research Global Investors
SC 13G/A · Feb 12, 2026
4.9%
4.5M shares
SC 13G/A · Jan 22, 2026
13.8%
12.7M shares
Capital Research Global Investors
SC 13G · Nov 13, 2025
5.4%
4.7M shares
SC 13G/A · Aug 14, 2025
8.3%
7.2M shares
SC 13G/A · Feb 14, 2025
6.7%
5.7M shares
Capital Research Global Investors
SC 13G/A · Feb 13, 2025
2.5%
2.1M shares
SC 13G/A · Feb 5, 2025
3.9%
3.3M shares
SC 13G · Nov 15, 2024
5.9%
4.4M shares
Capital Research Global Investors 95-1411037
SC 13G/A · Nov 12, 2024
5.1%
3.9M shares
SC 13G/A · Nov 12, 2024
14.9%
11.2M shares
SC 13G/A · Nov 6, 2024
1.9%
1.4M shares
SC 13G/A · Oct 18, 2024
14.9%
11.2M shares
STATE STREET CORPORATION 04-2456637
SC 13G/A · Oct 18, 2024
4.9%
3.7M shares
SC 13G · Apr 23, 2024
5.3%
3.4M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G · Feb 14, 2024
8.0%
5.2M shares
Point72 Asset Management, L.P.
SC 13G/A · Feb 14, 2024
2.2%
1.4M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
12.9%
8.3M shares
Capital Research Global Investors 95-1411037
SC 13G · Feb 9, 2024
6.6%
4.3M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Jan 24, 2024
6.7%
0 shares
SC 13G/A · Jan 22, 2024
16.1%
10.3M shares
Point72 Asset Management, L.P.
SC 13G · Oct 20, 2023
6.9%
4.4M shares
JPMORGAN CHASE & CO. 13-2624428
SC 13G · Jan 31, 2023
5.9%
3.8M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G · Jan 31, 2023
5.4%
0 shares
SC 13G/A · Jan 27, 2023
14.6%
9.3M shares
SC 13G/A · Jan 23, 2023
14.6%
9.3M shares
SC 13G/A · Oct 11, 2022
0.9%
558K shares
SC 13G/A · Jan 31, 2022
3.9%
2.5M shares
SC 13G/A · Jan 27, 2022
10.7%
6.9M shares
SC 13G/A · Jan 25, 2022
10.7%
6.9M shares