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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 		– Sell
-250,000
Closed -$7.32M – 2170
2025
Q4 		$7.32M Sell
250,000
-200,000
-44% -$8.23M 0.04% 397
2025
Q3 		$21.6M Buy
450,000
+150,000
+50% +$7.16M 0.1% 146
2025
Q2 		$14.7M Buy
+300,000
New +$11.6M 0.12% 125

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jefferies Financial Group's SMCI Position: Q2 2026 in Review

Jefferies Financial Group increased its Super Micro Computer (SMCI) stake by 83% in Q2 2026, buying an estimated $1.87M and bringing the position to 129,712 shares worth $3.8M. The position accounts for 0.03% of the portfolio, ranked #458.

Jefferies Financial Group first reported a position in SMCI in Q1 2023 and has held it in 11 quarters since. The position peaked at $29.4M in Q1 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Jefferies Financial Group held 129,712 shares of Super Micro Computer worth $3.8M as of Q2 2026.
  • Jefferies Financial Group bought 58,641 Super Micro Computer shares in Q2 2026, an estimated $1.87M.
  • Super Micro Computer made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #458 holding.
  • Jefferies Financial Group first reported a position in Super Micro Computer in Q1 2023 and has held it in 11 quarters since.
  • Jefferies Financial Group's Super Micro Computer position peaked at $29.4M in Q1 2024.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.