Janus Henderson Group
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Janus Henderson Group’s Super Micro Computer SMCI Stock Holding History

Janus Henderson Group’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
Q1 		$1.17M Buy
51,584
+3,683
+8% +$111K ﹤0.01% 1626
2025
Q4 		$1.4M Sell
47,901
-342
-0.7% -$14.1K ﹤0.01% 1507
2025
Q3 		$2.31M Sell
48,243
-2,701
-5% -$129K ﹤0.01% 1265
2025
Q2 		$2.5M Sell
50,944
-22,363
-31% -$862K ﹤0.01% 1185
2025
Q1 		$2.51M Buy
73,307
+4,856
+7% +$184K ﹤0.01% 1164
2024
Q4 		$2.09M Buy
68,451
+2,851
+4% +$104K ﹤0.01% 1287
2024
Q3 		$2.73M Buy
65,600
+17,360
+36% +$1.06M ﹤0.01% 1156
2024
Q2 		$3.94M Buy
48,240
+8,110
+20% +$693K ﹤0.01% 946
2024
Q1 		$4.05M Buy
40,130
+13,730
+52% +$1.01M ﹤0.01% 957
2023
Q4 		$751K Sell
26,400
-249,170
-90% -$6.91M ﹤0.01% 1791
2023
Q3 		$7.56M Sell
275,570
-162,920
-37% -$4.54M ﹤0.01% 720
2023
Q2 		$10.9M Sell
438,490
-230,300
-34% -$3.86M 0.01% 675
2023
Q1 		$7.13M Buy
668,790
+67,340
+11% +$608K ﹤0.01% 785
2022
Q4 		$4.94M Sell
601,450
-651,870
-52% -$4.96M ﹤0.01% 867
2022
Q3 		$6.9M Buy
1,253,320
+1,170,640
+1,416% +$6.67M ﹤0.01% 910
2022
Q2 		$333K Buy
82,680
+290
+0.4% +$1.32K ﹤0.01% 2015
2022
Q1 		$314K Buy
82,390
+50
+0.1% +$207 ﹤0.01% 2193
2021
Q4 		$362K Buy
+82,340
New +$334K ﹤0.01% 2096

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Janus Henderson Group's SMCI Position: Q1 2026 in Review

Janus Henderson Group increased its Super Micro Computer (SMCI) stake by 7.7% in Q1 2026, buying an estimated $111K and bringing the position to 51,584 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Janus Henderson Group first reported a position in SMCI in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.9M in Q2 2023. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Janus Henderson Group held 51,584 shares of Super Micro Computer worth $1.17M as of Q1 2026.
  • Janus Henderson Group bought 3,683 Super Micro Computer shares in Q1 2026, an estimated $111K.
  • Super Micro Computer made up ﹤0.01% of Janus Henderson Group's portfolio in Q1 2026, its #1626 holding.
  • Janus Henderson Group first reported a position in Super Micro Computer in Q4 2021 and has held it in 18 quarters since.
  • Janus Henderson Group's Super Micro Computer position peaked at $10.9M in Q2 2023.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.