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Cantor Fitzgerald’s Super Micro Computer SMCI Stock Holding History

Cantor Fitzgerald’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.4M Buy
1,240,548
+79,816
+7% +$2.54M 0.39% 44
2026
Q1 		$26.4M Sell
1,160,732
-385,570
-25% -$11.6M 0.39% 46
2025
Q4 		$45.3M Sell
1,546,302
-1,883,122
-55% -$77.5M 0.69% 43
2025
Q3 		$164M Buy
3,429,424
+1,272,150
+59% +$60.7M 1.6% 14
2025
Q2 		$106M Buy
2,157,274
+1,313,264
+156% +$50.6M 1.87% 10
2025
Q1 		$28.9M Buy
844,010
+65,350
+8% +$2.48M 0.6% 16
2024
Q4 		$23.7M Buy
778,660
+320,600
+70% +$11.7M 0.47% 19
2024
Q3 		$19.1M Buy
458,060
+159,790
+54% +$9.73M 0.54% 14
2024
Q2 		$24.4M Buy
+298,270
New +$25.5M 4.81% 3

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cantor Fitzgerald's SMCI Position: Q2 2026 in Review

Cantor Fitzgerald increased its Super Micro Computer (SMCI) stake by 6.9% in Q2 2026, buying an estimated $2.54M and bringing the position to 1,240,548 shares worth $36.4M. The position accounts for 0.39% of the portfolio, ranked #44.

Cantor Fitzgerald first reported a position in SMCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $164M in Q3 2025. 769 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Cantor Fitzgerald held 1,240,548 shares of Super Micro Computer worth $36.4M as of Q2 2026.
  • Cantor Fitzgerald bought 79,816 Super Micro Computer shares in Q2 2026, an estimated $2.54M.
  • Super Micro Computer made up 0.39% of Cantor Fitzgerald's portfolio in Q2 2026, its #44 holding.
  • Cantor Fitzgerald first reported a position in Super Micro Computer in Q2 2024 and has held it in 9 quarters since.
  • Cantor Fitzgerald's Super Micro Computer position peaked at $164M in Q3 2025.
  • 769 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Cantor Fitzgerald's 13F filing for Q2 2026, filed 14 Aug 2026.