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
Q2 2020Disciplined Growth InvestorsSell-1,167,0973,821,072$108,480
Q1 2020Oaktree Capital ManagementBuy1,069,5053,469,505$73,831
Q1 2020Hancock Classic ValueSell-381,0961,503,791$32,001
Q1 2020Disciplined Growth InvestorsSell-106,8704,988,169$106,148
Q4 2019Hancock Classic ValueBuy1,230,4571,884,887$45,275
Q4 2019Disciplined Growth InvestorsBuy106,8855,095,039$122,383
Q3 2019Hancock Classic ValueBuy11,576654,430$12,565
Q3 2019Disciplined Growth InvestorsBuy56,8514,988,154$95,773
Q2 2019Hancock Classic ValueBuy92,615642,854$12,439
Q2 2019Oaktree Capital ManagementBuy400,0002,400,000$46,440
Q2 2019Disciplined Growth InvestorsBuy1,025,7024,931,303$95,421
Q1 2019Hancock Classic ValueBuy550,239550,239$11,625
Q1 2019Oaktree Capital ManagementBuy500,0002,000,000$42,255
Q1 2019Disciplined Growth InvestorsBuy182,3533,905,601$82,516
Q4 2018Disciplined Growth InvestorsSell-60,5283,723,248$51,381
Q3 2018Oaktree Capital ManagementBuy1,500,0001,500,000$30,915
Q3 2018Disciplined Growth InvestorsBuy273,3713,783,776$77,984
Q2 2018Disciplined Growth InvestorsBuy1,192,7883,510,405$83,021
Q1 2018Disciplined Growth InvestorsSell-31,8512,317,617$39,399
Q4 2017Renaissance Technologies LLCSell-109,700215,500$4,509
Q4 2017Disciplined Growth InvestorsBuy17,9132,349,468$49,163
Q3 2017Renaissance Technologies LLCBuy100325,200$7,187
Q3 2017Disciplined Growth InvestorsSell-44,9502,331,555$51,527
Q2 2017Renaissance Technologies LLCBuy160,100325,100$8,014
Q2 2017Disciplined Growth InvestorsBuy4,3702,376,505$58,581
Q1 2017Disciplined Growth InvestorsSell-4,1652,372,135$60,134
Q4 2016Disciplined Growth InvestorsBuy50,8252,376,300$66,655
Q3 2016Renaissance Technologies LLCBuy110,700165,000$3,856
Q3 2016Disciplined Growth InvestorsSell-16,4752,325,475$54,346
Q2 2016Renaissance Technologies LLCSell-25,60054,300$1,349

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.