Herald Investment Management’s Super Micro Computer SMCI Stock Holding History

Herald Investment Management’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	$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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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. 166 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.
166 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.