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Edgestream Partners’s Super Micro Computer SMCI Stock Holding History

Edgestream Partners’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 		$2.66M Buy
90,857
+8,918
+11% +$284K 0.08% 442
2026
Q1 		$1.87M Buy
+81,939
New +$2.46M 0.06% 511
2024
Q3 		– Sell
-21,730
Closed -$1.78M – 1056
2024
Q2 		$1.78M Buy
21,730
+17,530
+417% +$1.5M 0.09% 370
2024
Q1 		$424K Buy
+4,200
New +$308K 0.02% 672
2023
Q4 		– Sell
-25,830
Closed -$708K – 1049
2023
Q3 		$708K Buy
+25,830
New +$720K 0.06% 503

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

Edgestream Partners's SMCI Position: Q2 2026 in Review

Edgestream Partners increased its Super Micro Computer (SMCI) stake by 11% in Q2 2026, buying an estimated $284K and bringing the position to 90,857 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #442.

Edgestream Partners first reported a position in SMCI in Q3 2023 and has held it in 5 quarters since. 770 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Edgestream Partners held 90,857 shares of Super Micro Computer worth $2.66M as of Q2 2026.
  • Edgestream Partners bought 8,918 Super Micro Computer shares in Q2 2026, an estimated $284K.
  • Super Micro Computer made up 0.08% of Edgestream Partners's portfolio in Q2 2026, its #442 holding.
  • Edgestream Partners first reported a position in Super Micro Computer in Q3 2023 and has held it in 5 quarters since.
  • 770 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.