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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
Q2 		$11M Sell
373,645
-629,269
-63% -$20M 0.04% 278
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
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

Natixis's SMCI Position: Q2 2026 in Review

Natixis reduced its Super Micro Computer (SMCI) stake by 63% in Q2 2026, selling an estimated $20M and leaving 373,645 shares worth $11M. The position accounts for 0.04% of the portfolio, ranked #278.

Natixis first reported a position in SMCI in Q4 2022 and has held it in 11 quarters since. The position peaked at $95M in Q3 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Natixis held 373,645 shares of Super Micro Computer worth $11M as of Q2 2026.
  • Natixis sold 629,269 Super Micro Computer shares in Q2 2026, an estimated $20M.
  • Super Micro Computer made up 0.04% of Natixis's portfolio in Q2 2026, its #278 holding.
  • Natixis first reported a position in Super Micro Computer in Q4 2022 and has held it in 11 quarters since.
  • Natixis's Super Micro Computer position peaked at $95M in Q3 2024.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Natixis's 13F filing for Q2 2026, filed 13 Aug 2026.