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Emerald Mutual Fund Advisers Trust’s Super Micro Computer SMCI Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2025
Q4 		– Sell
-1,451
Closed -$69.6K – 228
2025
Q3 		$69.6K Sell
1,451
-5,814
-80% -$278K ﹤0.01% 217
2025
Q2 		$356K Sell
7,265
-375
-5% -$14.5K 0.02% 170
2025
Q1 		$262K Buy
7,640
+5,637
+281% +$214K 0.02% 170
2024
Q4 		$61.1K Sell
2,003
-97
-5% -$3.52K ﹤0.01% 211
2024
Q3 		$87.4K Buy
+2,100
New +$128K ﹤0.01% 219
2024
Q2 		– Sell
-696,570
Closed -$70.4M – 241
2024
Q1 		$70.4M Sell
696,570
-534,070
-43% -$39.1M 3.66% 1
2023
Q4 		$35M Buy
1,230,640
+61,520
+5% +$1.71M 1.85% 8
2023
Q3 		$32.1M Sell
1,169,120
-516,020
-31% -$14.4M 1.93% 3
2023
Q2 		$42M Sell
1,685,140
-1,571,470
-48% -$26.3M 2.28% 1
2023
Q1 		$34.7M Sell
3,256,610
-554,670
-15% -$5M 2.05% 3
2022
Q4 		$31.3M Sell
3,811,280
-1,685,840
-31% -$12.8M 1.94% 2
2022
Q3 		$30.3M Sell
5,497,120
-901,280
-14% -$5.13M 1.91% 4
2022
Q2 		$25.8M Hold
6,398,400
– – 1.5% 17
2022
Q1 		$24.4M Sell
6,398,400
-577,250
-8% -$2.39M 1.08% 32
2021
Q4 		$30.7M Buy
6,975,650
+1,704,000
+32% +$6.91M 1.08% 35
2021
Q3 		$19.3M Buy
5,271,650
+574,910
+12% +$2.09M 0.67% 60
2021
Q2 		$16.5M Buy
4,696,740
+1,075,800
+30% +$3.96M 0.54% 80
2021
Q1 		$14.1M Buy
3,620,940
+905,000
+33% +$3.08M 0.47% 90
2020
Q4 		$8.6M Buy
2,715,940
+959,020
+55% +$2.71M 0.3% 106
2020
Q3 		$4.64M Buy
+1,756,920
New +$4.8M 0.21% 108
2016
Q3 		– Sell
-1,536,610
Closed -$3.82M – 291
2016
Q2 		$3.82M Sell
1,536,610
-3,414,910
-69% -$9.37M 0.21% 135
2016
Q1 		$16.9M Buy
4,951,520
+530,540
+12% +$1.59M 0.95% 33
2015
Q4 		$10.8M Buy
4,420,980
+905,200
+26% +$2.36M 0.57% 73
2015
Q3 		$9.58M Buy
3,515,780
+398,000
+13% +$1.06M 0.63% 60
2015
Q2 		$9.22M Buy
3,117,780
+818,800
+36% +$2.69M 0.71% 59
2015
Q1 		$6.82M Buy
+2,298,980
New +$8.46M 0.56% 67

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's SMCI Position: Q4 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 1,451 shares — an estimated $69.6K sold.

Emerald Mutual Fund Advisers Trust first reported a position in SMCI in Q1 2015 and held it in 26 quarters. The position peaked at $70.4M in Q1 2024. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Emerald Mutual Fund Advisers Trust reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 1,451 Super Micro Computer shares in Q4 2025, an estimated $69.6K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Super Micro Computer in Q1 2015 and held it in 26 quarters.
  • Emerald Mutual Fund Advisers Trust's Super Micro Computer position peaked at $70.4M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2025, filed 9 Feb 2026.