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	$26.4M	Sell	900,000 -100,000	-10%	-$3.19M	0.28%	52
2026 Q1	$22.8M	Sell	1,000,000 -350,000	-26%	-$10.5M	0.34%	52
2025 Q4	$39.5M	Sell	1,350,000 -2,300,000	-63%	-$94.7M	0.6%	47
2025 Q3	$175M	Buy	3,650,000 +1,498,400	+70%	+$71.5M	1.7%	13
2025 Q2	$105M	Buy	2,151,600 +1,451,600	+207%	+$55.9M	1.87%	11
2025 Q1	$24M	Buy	700,000 +70,000	+11%	+$2.66M	0.5%	20
2024 Q4	$19.2M	Buy	630,000 +118,000	+23%	+$4.29M	0.38%	24
2024 Q3	$21.3M	Buy	+512,000	New	+$31.2M	0.6%	12

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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. 772 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.
772 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.