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Clear Street’s Super Micro Computer SMCI Stock Holding History

Clear Street’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
Q1 		$20.4M Sell
896,665
-806,511
-47% -$24.2M 0.08% 74
2025
Q4 		$49.9M Sell
1,703,176
-1,376,324
-45% -$56.7M 0.19% 52
2025
Q3 		$148M Sell
3,079,500
-159,100
-5% -$7.6M 0.5% 34
2025
Q2 		$159M Buy
+3,238,600
New +$125M 0.63% 27
2023
Q3 		– Sell
-1,075,000
Closed -$26.8M – 1271
2023
Q2 		$26.8M Buy
+1,075,000
New +$18M 0.26% 59

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Clear Street's SMCI Position: Q1 2026 in Review

Clear Street reduced its Super Micro Computer (SMCI) stake by 47% in Q1 2026, selling an estimated $24.2M and leaving 896,665 shares worth $20.4M. The position accounts for 0.08% of the portfolio, ranked #74.

Clear Street first reported a position in SMCI in Q2 2023 and has held it in 5 quarters since. The position peaked at $159M in Q2 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Clear Street held 896,665 shares of Super Micro Computer worth $20.4M as of Q1 2026.
  • Clear Street sold 806,511 Super Micro Computer shares in Q1 2026, an estimated $24.2M.
  • Super Micro Computer made up 0.08% of Clear Street's portfolio in Q1 2026, its #74 holding.
  • Clear Street first reported a position in Super Micro Computer in Q2 2023 and has held it in 5 quarters since.
  • Clear Street's Super Micro Computer position peaked at $159M in Q2 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.