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Ostrum Asset Management’s Super Micro Computer SMCI Stock Holding History

Ostrum Asset Management’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 		$232K Buy
10,189
+7,646
+301% +$229K 0.01% 496
2025
Q4 		$74.4K Sell
2,543
-844
-25% -$34.7K ﹤0.01% 547
2025
Q3 		$162K Sell
3,387
-105
-3% -$5.01K 0.01% 508
2025
Q2 		$171K Sell
3,492
-100
-3% -$3.85K 0.01% 501
2025
Q1 		$123K Sell
3,592
-96
-3% -$3.64K 0.01% 546
2024
Q4 		$112K Sell
3,688
-152
-4% -$5.52K 0.01% 575
2024
Q3 		$160K Buy
3,840
+40
+1% +$2.44K 0.01% 514
2024
Q2 		$311K Sell
3,800
-280
-7% -$23.9K 0.03% 449
2024
Q1 		$412K Hold
4,080
– – 0.03% 463
2023
Q4 		$116K Buy
4,080
+20
+0.5% +$554 0.01% 578
2023
Q3 		$111K Buy
+4,060
New +$113K 0.01% 604

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

Ostrum Asset Management's SMCI Position: Q1 2026 in Review

Ostrum Asset Management increased its Super Micro Computer (SMCI) stake by 301% in Q1 2026, buying an estimated $229K and bringing the position to 10,189 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #496.

Ostrum Asset Management first reported a position in SMCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $412K in Q1 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Ostrum Asset Management held 10,189 shares of Super Micro Computer worth $232K as of Q1 2026.
  • Ostrum Asset Management bought 7,646 Super Micro Computer shares in Q1 2026, an estimated $229K.
  • Super Micro Computer made up 0.01% of Ostrum Asset Management's portfolio in Q1 2026, its #496 holding.
  • Ostrum Asset Management first reported a position in Super Micro Computer in Q3 2023 and has held it in 11 quarters since.
  • Ostrum Asset Management's Super Micro Computer position peaked at $412K in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.