N
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 		– Sell
-172,700
Closed -$5.05M – 1303
2025
Q4 		$5.05M Hold
172,700
– – 0.02% 461
2025
Q3 		$8.28M Buy
172,700
+80,000
+86% +$3.82M 0.04% 331
2025
Q2 		$4.54M Hold
92,700
– – 0.02% 361
2025
Q1 		$3.15M Sell
92,700
-257,300
-74% -$9.76M 0.02% 365
2024
Q4 		$10.7M Buy
+350,000
New +$12.7M 0.07% 220

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

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. 706 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.
  • 706 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.