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SMCI icon

Natixis’s Super Micro Computer SMCI Stock Holding History

Natixis’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 		$22.8M Sell
1,002,914
-72,595
-7% -$2.18M 0.08% 171
2025
Q4 		$31.5M Buy
1,075,509
+787,326
+273% +$32.4M 0.11% 130
2025
Q3 		$13.8M Sell
288,183
-264,126
-48% -$12.6M 0.06% 244
2025
Q2 		$27.1M Buy
552,309
+108,008
+24% +$4.16M 0.12% 121
2025
Q1 		$15.1M Buy
444,301
+121,354
+38% +$4.6M 0.08% 175
2024
Q4 		$9.84M Sell
322,947
-1,958,393
-86% -$71.2M 0.06% 237
2024
Q3 		$95M Buy
+2,281,340
New +$139M 0.54% 34
2024
Q2 		– Sell
-212,490
Closed -$21.5M – 1140
2024
Q1 		$21.5M Buy
+212,490
New +$15.6M 0.11% 147
2023
Q4 		– Sell
-21,270
Closed -$583K – 1159
2023
Q3 		$583K Buy
+21,270
New +$593K ﹤0.01% 584
2023
Q1 		– Sell
-158,790
Closed -$1.3M – 1170
2022
Q4 		$1.3M Buy
+158,790
New +$1.21M 0.01% 594

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Natixis's SMCI Position: Q1 2026 in Review

Natixis reduced its Super Micro Computer (SMCI) stake by 6.7% in Q1 2026, selling an estimated $2.18M and leaving 1,002,914 shares worth $22.8M. The position accounts for 0.08% of the portfolio, ranked #171.

Natixis first reported a position in SMCI in Q4 2022 and has held it in 10 quarters since. The position peaked at $95M in Q3 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Natixis held 1,002,914 shares of Super Micro Computer worth $22.8M as of Q1 2026.
  • Natixis sold 72,595 Super Micro Computer shares in Q1 2026, an estimated $2.18M.
  • Super Micro Computer made up 0.08% of Natixis's portfolio in Q1 2026, its #171 holding.
  • Natixis first reported a position in Super Micro Computer in Q4 2022 and has held it in 10 quarters since.
  • Natixis's Super Micro Computer position peaked at $95M in Q3 2024.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.