Pathstone Holdings’s Super Micro Computer SMCI Stock Holding History

Pathstone Holdings’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	$1.39M	Buy	47,345 +346	+0.7%	+$11K	﹤0.01%	1335
2026 Q1	$1.07M	Sell	46,999 -2,583	-5%	-$77.5K	﹤0.01%	1373
2025 Q4	$1.45M	Sell	49,582 -768	-2%	-$31.6K	0.01%	1199
2025 Q3	$2.41M	Buy	50,350 +3,497	+7%	+$167K	0.01%	916
2025 Q2	$2.3M	Sell	46,853 -7,338	-14%	-$283K	0.01%	918
2025 Q1	$1.86M	Buy	54,191 +46,632	+617%	+$1.77M	0.01%	1029
2024 Q4	$230K	Sell	7,559 -42,421	-85%	-$1.54M	﹤0.01%	2102
2024 Q3	$2.08M	Sell	49,980 -500	-1%	-$30.4K	0.01%	950
2024 Q2	$4.14M	Sell	50,480 -4,920	-9%	-$421K	0.02%	598
2024 Q1	$5.6M	Buy	55,400 +24,620	+80%	+$1.8M	0.03%	474
2023 Q4	$875K	Buy	+30,780	New	+$853K	﹤0.01%	1147

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Pathstone Holdings's SMCI Position: Q2 2026 in Review

Pathstone Holdings increased its Super Micro Computer (SMCI) stake by 0.74% in Q2 2026, buying an estimated $11K and bringing the position to 47,345 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Pathstone Holdings first reported a position in SMCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.6M in Q1 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Pathstone Holdings held 47,345 shares of Super Micro Computer worth $1.39M as of Q2 2026.
Pathstone Holdings bought 346 Super Micro Computer shares in Q2 2026, an estimated $11K.
Super Micro Computer made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1335 holding.
Pathstone Holdings first reported a position in Super Micro Computer in Q4 2023 and has held it in 11 quarters since.
Pathstone Holdings's Super Micro Computer position peaked at $5.6M in Q1 2024.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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