Group One Trading’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.6M | Buy |
1,123,700
+22,100
| +2% | +$663K | 0.05% | 380 |
|
|
2025
Q4 | $32.2M | Buy |
1,101,600
+221,700
| +25% | +$9.13M | 0.06% | 339 |
|
|
2025
Q3 | $42.2M | Buy |
879,900
+67,800
| +8% | +$3.24M | 0.07% | 241 |
|
|
2025
Q2 | $39.8M | Sell |
812,100
-602,700
| -43% | -$23.2M | 0.09% | 203 |
|
|
2025
Q1 | $48.4M | Sell |
1,414,800
-1,306,900
| -48% | -$49.6M | 0.14% | 105 |
|
|
2024
Q4 | $83M | Sell |
2,721,700
-320,300
| -11% | -$11.6M | 0.19% | 73 |
|
|
2024
Q3 | $127M | Buy |
3,042,000
+2,155,000
| +243% | +$131M | 0.36% | 36 |
|
|
2024
Q2 | $72.7M | Sell |
887,000
-97,000
| -10% | -$8.29M | 0.28% | 43 |
|
|
2024
Q1 | $99.4M | Buy |
984,000
+807,000
| +456% | +$59.1M | 0.38% | 27 |
|
|
2023
Q4 | $5.03M | Sell |
177,000
-1,024,000
| -85% | -$28.4M | 0.01% | 1135 |
|
|
2023
Q3 | $32.9M | Sell |
1,201,000
-386,000
| -24% | -$10.8M | 0.11% | 121 |
|
|
2023
Q2 | $39.6M | Buy |
1,587,000
+1,444,000
| +1,010% | +$24.2M | 0.13% | 92 |
|
|
2023
Q1 | $1.52M | Buy |
143,000
+142,000
| +14,200% | +$1.28M | 0.01% | 1768 |
|
|
2022
Q4 | $8.21K | Buy |
+1,000
| New | +$7.61K | ﹤0.01% | 6109 |
|
|
2018
Q3 | – | Sell |
-8,000
| Closed | -$19K | – | 5575 |
|
|
2018
Q2 | $19K | Buy |
8,000
+5,000
| +167% | +$10.9K | ﹤0.01% | 4388 |
|
|
2018
Q1 | $5K | Sell |
3,000
-1,000
| -25% | -$2K | ﹤0.01% | 4511 |
|
|
2017
Q4 | $8K | Sell |
4,000
-10,000
| -71% | -$21.5K | ﹤0.01% | 4450 |
|
|
2017
Q3 | $31K | Buy |
14,000
+11,000
| +367% | +$28.1K | ﹤0.01% | 3863 |
|
|
2017
Q2 | $7K | Buy |
+3,000
| New | +$7.34K | ﹤0.01% | 4331 |
|
|
2016
Q4 | – | Sell |
-8,000
| Closed | -$19K | – | 4804 |
|
|
2016
Q3 | $19K | Hold |
8,000
| – | – | ﹤0.01% | 3807 |
|
|
2016
Q2 | $20K | Buy |
+8,000
| New | +$22K | ﹤0.01% | 3805 |
|
|
2016
Q1 | – | Sell |
-7,000
| Closed | -$17K | – | 4904 |
|
|
2015
Q4 | $17K | Sell |
7,000
-169,000
| -96% | -$441K | ﹤0.01% | 3993 |
|
|
2015
Q3 | $480K | Buy |
176,000
+28,000
| +19% | +$74.5K | 0.01% | 1815 |
|
|
2015
Q2 | $438K | Buy |
148,000
+121,000
| +448% | +$398K | 0.01% | 1898 |
|
|
2015
Q1 | $90K | Buy |
27,000
+2,000
| +8% | +$7.36K | ﹤0.01% | 2965 |
|
|
2014
Q4 | $87K | Sell |
25,000
-6,000
| -19% | -$18.7K | ﹤0.01% | 2955 |
|
|
2014
Q3 | $91K | Sell |
31,000
-17,000
| -35% | -$44.1K | ﹤0.01% | 3083 |
|
|
2014
Q2 | $121K | Buy |
48,000
+19,000
| +66% | +$39.3K | ﹤0.01% | 2808 |
|
|
2014
Q1 | $50K | Buy |
+29,000
| New | +$56.7K | ﹤0.01% | 3632 |
|
Other funds holding SMCI
VCM
VPM
DE
Group One Trading's SMCI Position: Q1 2026 in Review
Group One Trading increased its Super Micro Computer (SMCI) stake by 1,086% in Q1 2026, buying an estimated $14.8M and bringing the position to 538,974 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #722.
Group One Trading first reported a position in SMCI in Q3 2013 and has held it in 29 quarters since. The position peaked at $29.1M in Q3 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.
- Group One Trading held 538,974 shares of Super Micro Computer worth $12.3M as of Q1 2026.
- Group One Trading bought 493,529 Super Micro Computer shares in Q1 2026, an estimated $14.8M.
- Super Micro Computer made up 0.02% of Group One Trading's portfolio in Q1 2026, its #722 holding.
- Group One Trading first reported a position in Super Micro Computer in Q3 2013 and has held it in 29 quarters since.
- Group One Trading's Super Micro Computer position peaked at $29.1M in Q3 2024.
- 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.
Based on Group One Trading's 13F filing for Q1 2026, filed 13 May 2026.