SUPER MICRO COMPUTER INC (SMCI) Stock Institutional Trading Activity


SUPER MICRO COMPUTER INC (SMCI) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Disciplined Growth Investors, Sequoia Financial Advisors, Renaissance Technologies LLC, Hancock Classic Value, and Oaktree Capital Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Disciplined Growth InvestorsBuy156,0489,637,492$282,089,391
Q3 2025Sequoia Financial AdvisorsBuy3,77322,209$1,064,703
Q3 2025Disciplined Growth InvestorsSell-249,3299,481,444$454,540,425
Q2 2025Sequoia Financial AdvisorsSell-80718,436$903,564
Q2 2025Disciplined Growth InvestorsBuy1,381,0469,730,773$476,905,185
Q1 2025Sequoia Financial AdvisorsBuy5,80419,243$658,872
Q1 2025Disciplined Growth InvestorsBuy958,9118,349,727$285,894,652
Q4 2024Sequoia Financial AdvisorsBuy12,20813,439$409,622
Q4 2024Renaissance Technologies LLCBuy1,332,9601,637,100$49,898,808
Q4 2024Disciplined Growth InvestorsBuy6,347,3477,390,816$225,272,072
Q3 2024Sequoia Financial AdvisorsSell-1811,231$512,589
Q3 2024Renaissance Technologies LLCBuy301,140304,140$126,643,896
Q3 2024Disciplined Growth InvestorsBuy31,0641,043,469$434,500,492
Q2 2024Sequoia Financial AdvisorsBuy1,1321,412$1,156,923
Q2 2024Disciplined Growth InvestorsSell-7,0271,012,405$829,514,037
Q1 2024Sequoia Financial AdvisorsBuy280280$282,809
Q1 2024Disciplined Growth InvestorsSell-1,705,8481,019,432$1,029,656,903
Q4 2023Renaissance Technologies LLCSell-176,5403,000$853
Q4 2023Disciplined Growth InvestorsSell-105,9792,725,280$774,688,093
Q3 2023Disciplined Growth InvestorsSell-124,2622,831,259$776,387,843
Q2 2023Renaissance Technologies LLCSell-518,000179,540$44,750
Q2 2023Disciplined Growth InvestorsSell-1,011,3592,955,521$736,663,609
Q1 2023Renaissance Technologies LLCBuy128,900697,540$74,323
Q1 2023Disciplined Growth InvestorsSell-543,9913,966,880$422,671,064
Q4 2022Renaissance Technologies LLCBuy195,225568,640$46,685
Q4 2022Disciplined Growth InvestorsSell-37,7664,510,871$370,342,509
Q3 2022Renaissance Technologies LLCBuy360,975373,415$20,564
Q3 2022Hancock Classic ValueSell-730,162396,954$21,860
Q3 2022Disciplined Growth InvestorsSell-3,5684,548,637$250,493
Q2 2022Renaissance Technologies LLCSell-31,70012,440$502

Frequently asked questions about SMCI activity

  • Which institutional owners are buying SMCI?

    Institutional owners buying SMCI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SMCI activity?

    "Buy" means an investor increased their reported position in SMCI compared to the prior reporting period. This reflects growing exposure to SUPER MICRO COMPUTER INC (SMCI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SMCI increasing?

    Institutional interest in SMCI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.