SEMTECH CORP (SMTC)
Information Technology · Analog and mixed-signal semiconductors · NASDAQ
Semtech provides essential analog, mixed-signal, and IoT connectivity solutions that bridge the gap between physical infrastructure and the digital intelligence of modern AI-powered data centers and smart networks.
What SEMTECH CORP does
Semtech designs, develops, manufactures and markets high-performance analog and mixed-signal semiconductors for data center networking, Internet of Things (IoT) connectivity solutions, and cellular infrastructure. The company serves infrastructure markets including data centers, optical networks, and communication equipment; high-end consumer markets such as smartphones and wearables; and industrial markets including IoT applications, asset tracking, automotive, and smart buildings. Semtech also provides IoT modules, routers, gateways and managed connectivity services through its acquired IoT business.
Themes: AI infrastructure, Internet of Things (IoT), edge computing, data center connectivity, smart grid / smart utilities, industrial automation
Fundamentals
- Price$140.80 as of 2026-08-26 close
- Market cap$13.1B as of 2026-08-26
- 1-year return+139.8% 2025-08-26 close $58.72 → 2026-08-26 close $140.80
- P/En/a negative earnings
- Net margin-3.0% as of 2026-08-26
- Gross margin+51.6% as of 2026-08-26
- ROE-5.9% as of 2026-08-26
- Debt / equity0.86 as of 2026-08-26
- Revenue growth (YoY)+14.2% as of 2026-08-26
- Revenue CAGR (3y)+11.5% SEC XBRL
- Beta2.61 as of 2026-08-26
- Last reported earnings2026-08-25 SEC EDGAR Form 8-K (Item 2.02)
How SMTC compares in its sector
- net profit marginmiddle range 405 covered Information Technology peers, as of 2026-08-26
- operating marginmiddle range 405 covered Information Technology peers, as of 2026-08-26
- gross marginmiddle range 403 covered Information Technology peers, as of 2026-08-26
- return on equitymiddle range 405 covered Information Technology peers, as of 2026-08-26
- 3-year revenue CAGRmiddle range 386 covered Information Technology peers
- free cash flow (absolute dollars, latest fiscal year)middle range 382 covered Information Technology peers, as of FY2026
Position among covered Information Technology companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
SMTC is not currently in any published Top 10 list. Its scores are below.
Long-term score
39.3 #1351 of 1,608 scored · #209 of 256 in Information Technology
Growth 67th (3-year revenue CAGR 11.5%, revenue growth year over year 14.2%) and long-term trend 66th (over the past 12 months this stock beat the market by 130.8 percentage points); weakest is valuation (6th, price to book 21.6).
Short-term score
53.5 #517 of 1,696 scored · #76 of 260 in Information Technology
Volume and participation 88th: trading volume is running unusually high — about 3.5× its 30-day average, a sign of heightened interest; catalysts 61st: the analyst consensus rating has improved toward "buy" since the prior reading; weakest is trend 33rd: the price is 12% below the average price paid over the period covered, so the typical buyer over that stretch is under water.
Scores as of 25 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 3.
How SEMTECH CORP looks technically
SEMTECH CORP (SMTC) is trading 35.8% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 257 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 11, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 55, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 1 trading day ago (its momentum flipped positive). It made a new 20-day high about 8 trading days ago. It is 19.9% below its highest point of the past year. Trading volume is running unusually high — about 4.0× its 30-day average, a sign of heightened interest.
Trend
7
| Distance from the 200-day | it is trading 35.8% above its 200-day average, the long-term trend line — a longer-term uptrend | +35.8% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $136.30 | $136.30 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $103.68 | $103.68 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing high 9 calendar days ago — the swings before that are what the structure reading is measured on | 9 sessions |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 257 trading days ago — a "golden cross", a bullish long-term signal | 257 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 11, below the 25 that marks a real trend) | 10.7 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 55, neither overbought (above 70) nor oversold (below 30) | 54.8 |
|---|---|---|
| Position in its 14-day range | it is trading in the upper half of its 14-day range ($115.00 to $155.77) — its "stochastic" reading is 63 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 63.3 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 1 trading day ago (its momentum flipped positive) | 1 session |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $175.69 | $175.69 |
|---|---|---|
| From the 52-week high | it is 19.9% below its 52-week high (its highest price of the past year) | -19.9% |
| Above the 52-week low | it is 196.4% above its 52-week low (its lowest price of the past year) | +196.4% |
| Below the 52-week high | it is 19.9% below its highest point of the past year | 19.9% |
| Since a 20-day breakout | it made a new 20-day high about 8 trading days ago | 8 sessions |
| Since a 55-day breakout | it made a new 55-day low about 21 trading days ago | 21 sessions |
| All-time high | its highest closing price on record is $175.69 (set on 2026-06-22) | $175.69 |
| Given back of the 52-week move | over the past year its closes ranged ($49.39 to $174.73), and it has given back roughly a quarter of its rise from last year’s low — 27% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $93.26 to $97.27. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 27.1% |
| From the all-time high | it is 19.9% below its all-time high | -19.9% |
| Nearest price level | it is trading 19.2% above a support level at $113.75 — a price it turned at twice since 2026-04-24, most recently on 2026-07-17. Since 2024-08-26 it has 15 such levels below the current price and 0 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -19.2% |
| All-time low | its lowest closing price on record is $8.80 (set on 2008-11-19) | $8.80 |
| Above the all-time low | it is 1500.0% above its all-time low | +1,500% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 34th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $11.62 between its high and its low — about 8.3% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $11.62 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $111.21 and $149.34 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $111.21 – $130.28 – $149.34 |
| Typical daily range (% of price) | its price moves about 8.3% in a typical session — among the most volatile in the catalog. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 8.3% |
| Stretch from the 200-day average | it is trading 3.2 daily ranges above its 200-day average price (35.8% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 3.2 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is running unusually high — about 4.0× its 30-day average, a sign of heightened interest | 4.02× |
|---|
Analyst
2
| Change in the average price target | analysts have cut their average price target by 1.9% since the prior reading | -1.9% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating has improved toward "buy" since the prior reading | 0.02 toward buy |
Candlestick patterns
1
| Since a doji | 4 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 4 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-08-26 2.3% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | +2.3% |
|---|---|---|
| Open gap | it gapped 2.3% above the previous close today and has not traded back through the level it left behind at 127.52 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +2.3% |
| Gap filled | a 3.8% gap down opened on 2026-08-24 has been "filled" 1 session ago — price traded back through the level the gap left behind, and it took 1 session to close | 1 session ago |
Price streaks
1
| Closing streak | it has closed higher 2 sessions in a row, a +16.45% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session | 2 sessions up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 8.1 percentage points (the stock gained 11.8% while the market gained 3.7%) | +8.1% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 16.5 percentage points (the stock lost 14.4% while the market gained 2.1%) | -16.4% |
| vs market, 6 months | over the past 6 months this stock beat the market by 44.5 percentage points (the stock gained 55.6% while the market gained 11.1%) | +44.5% |
| vs market, 12 months | over the past 12 months this stock beat the market by 121.0 percentage points (the stock gained 139.8% while the market gained 18.7%) | +121.0% |
Signal agreement
2
| Bullish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, MACD momentum is positive, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
|---|---|---|
| Bearish technical signals | 0 of the 9 technical signals we can compute for it are currently in a bearish state — these describe past price behaviour, not a forecast | 0 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 1.4% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-21 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is thin, spanning 0.6% of the share price, which is taken to mean a barrier that gives way easily. | +1.4% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 17% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $120.44 — a volume-weighted average of daily closes over 160 sessions, not a true tick-by-tick VWAP. | +16.9% |
|---|---|---|
| Vs the average paid since it last reported | the price is 3% below the average price paid since it last reported on 2026-05-26 (its 8-K), so the typical buyer over that stretch is under water. That average is $144.41 — a volume-weighted average of daily closes over 62 sessions, not a true tick-by-tick VWAP. | -2.5% |
Price levels it has turned at before
SMTC last closed at $140.80 on 2026-08-26. Since 2024-08-26 it has turned at 15 prices below its last close and 0 above; the 3 nearest below are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $113.75 | Support | 19.2% below the last close | turned there twice · 2026-04-24 to 2026-07-17 |
| $92.67 | Support | 34.2% below the last close | turned there twice · 2026-02-11 to 2026-04-28 |
| $83.86 | Support | 40.4% below the last close | turned there twice · 2026-01-22 to 2026-02-19 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-08-26.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Unusually heavy trading volume · MACD just crossed bullish (12/26/9) · trendless / choppy (low ADX) · Analyst price target recently CUT · beating the market | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low · volume and relative volume
Based on daily closing prices as of 2026-08-26. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.33 mean, 1=Strong Buy…5=Strong Sell) — 13 analysts
- Mean price target$201.38 range $155.00 – $230.00; median $200.00
Analyst estimates, as of 2026-08-24. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for SMTC
- Consensus EPS estimate$0.614 next reporting period, as of 2026-08-24
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Growing demand concentration in AI-related semiconductors and industry cyclicality.","Risks associated with integrating acquisitions (e.g., Sierra Wireless) and potential divestitures.","Reliance on a limited number of suppliers and subcontractors for manufacturing and supply chain needs."]
What changed in the latest 10-Q
AI-assisted comparison of SMTC's 10-Q filed 2026-05-27 against the prior one filed 2025-11-25.
Management's Discussion & Analysis (MD&A)
- Added:
- Added description of 'photonic products' in Signal Integrity segment: 'Our photonic products include gain chips, semiconductor optical amplifiers, distributed feedback lasers for optical transceivers used across data center interconnects and intra-data center interconnects.' (newer filing 2026-05-27)
- Added 'force sensing' to Analog Mixed Signal and Wireless segment capabilities: 'Our unique sensing technology enables proximity sensing, force sensing, and advanced user interface solutions for mobile, consumer, computing and automotive products.' (newer filing 2026-05-27)
- Added reference to fiscal year ended January 25, 2026 in the opening paragraph (newer filing 2026-05-27)
- Removed:
- Removed reference to fiscal year ended January 26, 2025 from opening paragraph (older filing 2025-11-25)
- Removed 'Nine Months Ended' columns from net sales segment table and related data; table now shows only three-month comparison (newer filing 2026-05-27)
- Removed 'Recent Developments - Financing' section that began with 'On October 10, 2025, the Company issued and sold $402.5 million...' (older filing 2025-11-25)
- Removed phrase 'for our mobile and consumer products' after sensing technology description; newer version expands to 'for mobile, consumer, computing and automotive products' (newer filing 2026-05-27)
- Reworded:
- Changed company description from 'high-performance semiconductor, Internet of Things ("IoT") systems and cloud connectivity service solutions' to 'high-performance semiconductors powering data center networking, IoT connectivity and cellular infrastructure solutions' (newer 2026-05-27 vs. older 2025-11-25)
- Changed Signal Integrity description from 'integrated circuits ("ICs") for data centers' to 'integrated circuits ("ICs") and photonic products for data centers' (newer filing 2026-05-27)
- Changed phrase from 'next generation high-definition' to 'next-generation high-definition' (hyphenation change, newer filing 2026-05-27)
- Changed phrase from 'electrical over stress' to 'electrical over-stress' (hyphenation change, newer filing 2026-05-27)
- Changed phrase from 'smart phones' to 'smart-phones' (hyphenation change, newer filing 2026-05-27)
- Changed phrase from 'industry leading' to 'industry-leading' (hyphenation change, newer filing 2026-05-27)
- Notes:
- The newer filing (2026-05-27) presents Q2 data for quarters ended April 26, 2026 vs. April 27, 2025; the older filing (2025-11-25) presents Q3 data for quarters ended October 26, 2025 vs. October 27, 2024, making direct sales comparisons between filings non-equivalent
- The older filing text appears truncated at the end ('On October 10, 2025, the Company issued and sold $402.5 million in a'), preventing full assessment of removed content
Risk Factors
- Added:
- Added phrase 'including due to a growing concentration of demand in artificial intelligence-related semiconductors' in the forward-looking statements risk factors section (filed 2026-05-27)
- Added phrase 'including the potential divestiture of our cellular module business' in the forward-looking statements risk factors section (filed 2026-05-27)
- Removed:
- Removed reference to 'Annual Report on Form 10-K for the fiscal year ended January 26, 2025 filed with the Securities and Exchange Commission (the "SEC") on March 25, 2025' and replaced with 'Annual Report on Form 10-K for the fiscal year ended January 25, 2026 filed with the Securities and Exchange Commission (the "SEC") on March 23, 2026' (filed 2026-05-27)
- Reworded:
- Changed 'including during industry downturns' to 'during industry downturns or due to a growing concentration of demand in artificial intelligence-related semiconductors, during industry downturns' in the forward-looking statements risk factors (filed 2026-05-27)
- Changed 'as well as difficulties executing other acquisitions or divestitures' to 'as well as difficulties executing other acquisitions or divestitures, including the potential divestiture of our cellular module business' in the forward-looking statements risk factors (filed 2026-05-27)
- Notes:
- The newer filing excerpt shows truncated financial statement data (gross profit line ends mid-number), limiting full comparison of financial sections
- Page number references changed from older filing (pages 56-58) to newer filing (pages 47-48), indicating potential section reorganization
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 21 open-market sales by insiders in the last 90 days.
- Last 30 days0 buys · 1 sell ($280000) — 1 selling insider
- Last 90 days0 buys · 21 sells ($6M) — 7 selling insiders
- Last 180 days0 buys · 30 sells ($9M) — 9 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-08-07. As of 2026-08-27.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about SMTC's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 5 matched disclosures for SMTC from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
5 institutional 13F filers reported holding SMTC as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 20,090,348
- Reported value $1,544,746,874
reported quarterly holdings change (2025-12-31 → 2026-03-31): 1 new, 3 increased, 1 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
SMTC had 7,309,139 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
SMTC had 7.85% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 3.44 days to cover at the same settlement.
- Reported short interest (shares) 7,309,139
- Short interest (% of shares outstanding) 7.85%
- Prior settlement (shares) 6,517,355
- Reported change 12.15%
- Days to cover (reported) 3.44
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Texas Instruments (TXN)
- Analog Devices (ADI)
- Skyworks Solutions (SWKS)
- Qorvo (QRVO)
- STMicroelectronics (STM)
- NXP Semiconductors (NXPI)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does SEMTECH CORP (SMTC) do?
Semtech designs, develops, manufactures and markets high-performance analog and mixed-signal semiconductors for data center networking, Internet of Things (IoT) connectivity solutions, and cellular infrastructure. The company serves infrastructure markets including data centers, optical networks, and communication equipment; high-end consumer markets such as smartphones and wearables; and industrial markets including IoT applications, asset tracking, automotive, and smart buildings.
What sector is SEMTECH CORP (SMTC) in?
SEMTECH CORP (SMTC) is classified in the Information Technology sector. Its industry is Analog and mixed-signal semiconductors. It trades on NASDAQ.
Who are SEMTECH CORP's (SMTC) competitors?
Notable peers of SEMTECH CORP (SMTC) include Texas Instruments, Analog Devices, Skyworks Solutions, Qorvo and STMicroelectronics. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in SMTC?
Yes — we hold 5 matched STOCK Act disclosures for SMTC from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is SEMTECH CORP (SMTC) overbought or oversold right now?
SEMTECH CORP (SMTC) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 55, in the neutral middle (as of 2026-08-26). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on SMTC come from?
Fundamentals and prices come from market data, as of 2026-08-26; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-26. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-26.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.