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Jefferies Financial Group’s Super Micro Computer SMCI Stock Holding History

Jefferies Financial 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 		$1.62M Buy
71,071
+6,496
+10% +$195K 0.01% 720
2025
Q4 		$1.89M Buy
+64,575
New +$2.66M 0.01% 838
2025
Q3 		– Sell
-200
Closed -$9.55K – 1662
2025
Q2 		$9.8K Buy
+200
New +$7.71K ﹤0.01% 1237
2024
Q4 		– Sell
-14,000
Closed -$583K – 1827
2024
Q3 		$583K Buy
14,000
+10,000
+250% +$609K ﹤0.01% 947
2024
Q2 		$328K Sell
4,000
-286,590
-99% -$24.5M ﹤0.01% 1095
2024
Q1 		$29.4M Buy
290,590
+87,410
+43% +$6.4M 0.27% 58
2023
Q4 		$5.78M Buy
203,180
+180,000
+777% +$4.99M 0.04% 359
2023
Q3 		$636K Sell
23,180
-325,460
-93% -$9.08M 0.01% 975
2023
Q2 		$8.69M Buy
348,640
+167,070
+92% +$2.8M 0.08% 237
2023
Q1 		$1.93M Buy
+181,570
New +$1.64M 0.02% 670

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

Jefferies Financial Group's SMCI Position: Q1 2026 in Review

Jefferies Financial Group increased its Super Micro Computer (SMCI) stake by 10% in Q1 2026, buying an estimated $195K and bringing the position to 71,071 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #720.

Jefferies Financial Group first reported a position in SMCI in Q1 2023 and has held it in 10 quarters since. The position peaked at $29.4M in Q1 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Jefferies Financial Group held 71,071 shares of Super Micro Computer worth $1.62M as of Q1 2026.
  • Jefferies Financial Group bought 6,496 Super Micro Computer shares in Q1 2026, an estimated $195K.
  • Super Micro Computer made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #720 holding.
  • Jefferies Financial Group first reported a position in Super Micro Computer in Q1 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Super Micro Computer position peaked at $29.4M in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.