Needham Investment Management’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.8M | Buy |
1,616,500
+236,500
| +17% | +$7.1M | 1.88% | 12 |
|
|
2025
Q4 | $40.4M | Sell |
1,380,000
-25,000
| -2% | -$1.03M | 2.55% | 6 |
|
|
2025
Q3 | $67.4M | Sell |
1,405,000
-22,000
| -2% | -$1.05M | 4.7% | 1 |
|
|
2025
Q2 | $69.9M | Sell |
1,427,000
-5,500
| -0.4% | -$212K | 5.58% | 1 |
|
|
2025
Q1 | $49M | Buy |
1,432,500
+22,500
| +2% | +$854K | 4.6% | 1 |
|
|
2024
Q4 | $43M | Buy |
1,410,000
+102,500
| +8% | +$3.73M | 3.31% | 2 |
|
|
2024
Q3 | $54.4M | Buy |
1,307,500
+60,500
| +5% | +$3.68M | 4.18% | 3 |
|
|
2024
Q2 | $102M | Hold |
1,247,000
| – | – | 8.39% | 1 |
|
|
2024
Q1 | $126M | Sell |
1,247,000
-723,000
| -37% | -$53M | 11.7% | 1 |
|
|
2023
Q4 | $56M | Sell |
1,970,000
-60,000
| -3% | -$1.66M | 7.07% | 1 |
|
|
2023
Q3 | $55.7M | Sell |
2,030,000
-155,000
| -7% | -$4.32M | 9.47% | 1 |
|
|
2023
Q2 | $54.5M | Sell |
2,185,000
-315,000
| -13% | -$5.28M | 8.97% | 1 |
|
|
2023
Q1 | $26.6M | Sell |
2,500,000
-225,000
| -8% | -$2.03M | 4.59% | 2 |
|
|
2022
Q4 | $22.4M | Sell |
2,725,000
-145,000
| -5% | -$1.1M | 4.05% | 1 |
|
|
2022
Q3 | $15.8M | Sell |
2,870,000
-64,000
| -2% | -$365K | 3.1% | 8 |
|
|
2022
Q2 | $11.8M | Sell |
2,934,000
-766,000
| -21% | -$3.49M | 2.21% | 11 |
|
|
2022
Q1 | $14.1M | Sell |
3,700,000
-25,000
| -0.7% | -$103K | 2.04% | 15 |
|
|
2021
Q4 | $16.4M | Sell |
3,725,000
-225,000
| -6% | -$912K | 2.06% | 12 |
|
|
2021
Q3 | $14.4M | Sell |
3,950,000
-125,000
| -3% | -$453K | 1.93% | 12 |
|
|
2021
Q2 | $14.3M | Sell |
4,075,000
-175,000
| -4% | -$644K | 2.1% | 13 |
|
|
2021
Q1 | $16.6M | Sell |
4,250,000
-89,360
| -2% | -$304K | 2.27% | 12 |
|
|
2020
Q4 | $13.7M | Sell |
4,339,360
-930,640
| -18% | -$2.62M | 2.31% | 12 |
|
|
2020
Q3 | $13.9M | Sell |
5,270,000
-1,797,500
| -25% | -$4.91M | 2.78% | 9 |
|
|
2020
Q2 | $20.1M | Buy |
7,067,500
+1,007,500
| +17% | +$2.54M | 4.29% | 3 |
|
|
2020
Q1 | $12.9M | Buy |
+6,060,000
| New | +$15.4M | 3.65% | 6 |
|
|
2018
Q3 | – | Sell |
-6,747,500
| Closed | -$16M | – | 88 |
|
|
2018
Q2 | $16M | Buy |
6,747,500
+50,000
| +0.7% | +$109K | 4.48% | 3 |
|
|
2018
Q1 | $11.4M | Buy |
6,697,500
+113,000
| +2% | +$227K | 3.25% | 10 |
|
|
2017
Q4 | $13.8M | Buy |
6,584,500
+74,000
| +1% | +$159K | 3.66% | 7 |
|
|
2017
Q3 | $14.4M | Buy |
6,510,500
+396,250
| +6% | +$1.01M | 3.64% | 6 |
|
|
2017
Q2 | $15.1M | Hold |
6,114,250
| – | – | 4.01% | 4 |
|
|
2017
Q1 | $15.5M | Buy |
6,114,250
+98,250
| +2% | +$260K | 3.99% | 4 |
|
|
2016
Q4 | $16.9M | Sell |
6,016,000
-141,500
| -2% | -$357K | 4.31% | 4 |
|
|
2016
Q3 | $14.4M | Buy |
6,157,500
+55,000
| +0.9% | +$122K | 3.8% | 5 |
|
|
2016
Q2 | $15.2M | Hold |
6,102,500
| – | – | 4.19% | 5 |
|
|
2016
Q1 | $20.8M | Sell |
6,102,500
-450,000
| -7% | -$1.35M | 5.42% | 3 |
|
|
2015
Q4 | $16.1M | Buy |
6,552,500
+100,000
| +2% | +$261K | 4% | 5 |
|
|
2015
Q3 | $17.6M | Buy |
6,452,500
+100,000
| +2% | +$266K | 4.41% | 3 |
|
|
2015
Q2 | $18.8M | Buy |
6,352,500
+355,000
| +6% | +$1.17M | 4.07% | 5 |
|
|
2015
Q1 | $19.9M | Sell |
5,997,500
-732,500
| -11% | -$2.7M | 4.24% | 5 |
|
|
2014
Q4 | $23.5M | Sell |
6,730,000
-100,000
| -1% | -$312K | 4.94% | 2 |
|
|
2014
Q3 | $20.1M | Sell |
6,830,000
-275,000
| -4% | -$713K | 4.44% | 3 |
|
|
2014
Q2 | $18M | Buy |
7,105,000
+60,000
| +0.9% | +$124K | 3.75% | 5 |
|
|
2014
Q1 | $12.2M | Sell |
7,045,000
-350,000
| -5% | -$684K | 2.59% | 9 |
|
|
2013
Q4 | $12.7M | Sell |
7,395,000
-1,680,000
| -19% | -$2.54M | 2.63% | 10 |
|
|
2013
Q3 | $12.3M | Sell |
9,075,000
-825,000
| -8% | -$1.04M | 2.75% | 11 |
|
|
2013
Q2 | $10.5M | Buy |
+9,900,000
| New | +$10.2M | 2.46% | 11 |
|
Other funds holding SMCI
VCM
VPM
DE
Needham Investment Management's SMCI Position: Q1 2026 in Review
Needham Investment Management increased its Super Micro Computer (SMCI) stake by 17% in Q1 2026, buying an estimated $7.1M and bringing the position to 1,616,500 shares worth $36.8M. The position accounts for 1.88% of the portfolio, ranked #12.
Needham Investment Management first reported a position in SMCI in Q2 2013 and has held it in 46 quarters since. The position peaked at $126M in Q1 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.
- Needham Investment Management held 1,616,500 shares of Super Micro Computer worth $36.8M as of Q1 2026.
- Needham Investment Management bought 236,500 Super Micro Computer shares in Q1 2026, an estimated $7.1M.
- Super Micro Computer made up 1.88% of Needham Investment Management's portfolio in Q1 2026, its #12 holding.
- Needham Investment Management first reported a position in Super Micro Computer in Q2 2013 and has held it in 46 quarters since.
- Needham Investment Management's Super Micro Computer position peaked at $126M in Q1 2024.
- 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.
Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.