Herald Investment Management’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
Q2 | $12.4M | Sell |
421,600
-277,900
| -40% | -$8.85M | 1.68% | 19 |
|
|
2026
Q1 | $15.9M | Sell |
699,500
-10,000
| -1% | -$300K | 2.22% | 11 |
|
|
2025
Q4 | $20.8M | Sell |
709,500
-10,000
| -1% | -$412K | 2.71% | 7 |
|
|
2025
Q3 | $34.5M | Sell |
719,500
-35,000
| -5% | -$1.67M | 4.59% | 5 |
|
|
2025
Q2 | $37M | Hold |
754,500
| – | – | 5.48% | 4 |
|
|
2025
Q1 | $25.8M | Hold |
754,500
| – | – | 4.85% | 3 |
|
|
2024
Q4 | $23M | Sell |
754,500
-110,000
| -13% | -$4M | 3.77% | 4 |
|
|
2024
Q3 | $36M | Buy |
864,500
+11,500
| +1% | +$700K | 6.2% | 2 |
|
|
2024
Q2 | $69.6M | Hold |
853,000
| – | – | 11.41% | 1 |
|
|
2024
Q1 | $86.1M | Sell |
853,000
-1,350,000
| -61% | -$98.9M | 13.96% | 1 |
|
|
2023
Q4 | $62.6M | Hold |
2,203,000
| – | – | 11.96% | 1 |
|
|
2023
Q3 | $60.3M | Sell |
2,203,000
-896,000
| -29% | -$25M | 12.83% | 1 |
|
|
2023
Q2 | $77.2M | Sell |
3,099,000
-902,000
| -23% | -$15.1M | 14.99% | 1 |
|
|
2023
Q1 | $42.6M | Sell |
4,001,000
-250,000
| -6% | -$2.26M | 9.47% | 1 |
|
|
2022
Q4 | $34.9M | Hold |
4,251,000
| – | – | 8.56% | 1 |
|
|
2022
Q3 | $23.4M | Hold |
4,251,000
| – | – | 5.77% | 2 |
|
|
2022
Q2 | $17.1M | Buy |
4,251,000
+261,000
| +7% | +$1.19M | 3.98% | 3 |
|
|
2022
Q1 | $15.2M | Buy |
3,990,000
+375,000
| +10% | +$1.55M | 2.76% | 8 |
|
|
2021
Q4 | $15.9M | Hold |
3,615,000
| – | – | 2.57% | 8 |
|
|
2021
Q3 | $13.2M | Hold |
3,615,000
| – | – | 2.17% | 11 |
|
|
2021
Q2 | $12.7M | Buy |
3,615,000
+430,000
| +14% | +$1.58M | 2.07% | 12 |
|
|
2021
Q1 | $12.4M | Hold |
3,185,000
| – | – | 2.16% | 12 |
|
|
2020
Q4 | $10.1M | Hold |
3,185,000
| – | – | 1.8% | 17 |
|
|
2020
Q3 | $8.41M | Buy |
3,185,000
+325,000
| +11% | +$888K | 1.81% | 16 |
|
|
2020
Q2 | $8.11M | Hold |
2,860,000
| – | – | 1.89% | 16 |
|
|
2020
Q1 | $6.04M | Hold |
2,860,000
| – | – | 1.83% | 15 |
|
|
2019
Q4 | $6.87M | Buy |
2,860,000
+1,000,000
| +54% | +$2.4M | 1.75% | 17 |
|
|
2019
Q3 | $3.57M | Hold |
1,860,000
| – | – | 1.06% | 27 |
|
|
2019
Q2 | $3.6M | Hold |
1,860,000
| – | – | 1% | 26 |
|
|
2019
Q1 | $3.93M | Hold |
1,860,000
| – | – | 1% | 29 |
|
|
2018
Q4 | $2.57M | Hold |
1,860,000
| – | – | 0.82% | 35 |
|
|
2018
Q3 | $3.83M | Hold |
1,860,000
| – | – | 0.98% | 32 |
|
|
2018
Q2 | $4.4M | Hold |
1,860,000
| – | – | 1.23% | 23 |
|
|
2018
Q1 | $3.15M | Buy |
+1,860,000
| New | +$3.73M | 0.94% | 31 |
|
Other funds holding SMCI
Herald Investment Management's SMCI Position: Q2 2026 in Review
Herald Investment Management reduced its Super Micro Computer (SMCI) stake by 40% in Q2 2026, selling an estimated $8.85M and leaving 421,600 shares worth $12.4M. The position accounts for 1.68% of the portfolio, ranked #19.
Herald Investment Management first reported a position in SMCI in Q1 2018 and has held it in 34 quarters since. The position peaked at $86.1M in Q1 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.
- Herald Investment Management held 421,600 shares of Super Micro Computer worth $12.4M as of Q2 2026.
- Herald Investment Management sold 277,900 Super Micro Computer shares in Q2 2026, an estimated $8.85M.
- Super Micro Computer made up 1.68% of Herald Investment Management's portfolio in Q2 2026, its #19 holding.
- Herald Investment Management first reported a position in Super Micro Computer in Q1 2018 and has held it in 34 quarters since.
- Herald Investment Management's Super Micro Computer position peaked at $86.1M in Q1 2024.
- 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.
Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.