Sterling Capital Management’s Super Micro Computer SMCI Stock Holding History

Sterling Capital 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 Q2	$456K	Buy	15,534 +4,524	+41%	+$144K	0.01%	846
2026 Q1	$251K	Sell	11,010 -7,161	-39%	-$215K	﹤0.01%	1082
2025 Q4	$532K	Sell	18,171 -10,753	-37%	-$443K	0.01%	907
2025 Q3	$1.39M	Buy	28,924 +10,057	+53%	+$480K	0.02%	528
2025 Q2	$925K	Buy	18,867 +17,206	+1,036%	+$663K	0.01%	659
2025 Q1	$56.9K	Sell	1,661 -6,347	-79%	-$241K	﹤0.01%	1391
2024 Q4	$244K	Buy	+8,008	New	+$291K	﹤0.01%	1221
2014 Q2	–	Sell	-369,780	Closed	-$642K	–	925
2014 Q1	$642K	Buy	+369,780	New	+$723K	0.01%	711

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

Sterling Capital Management's SMCI Position: Q2 2026 in Review

Sterling Capital Management increased its Super Micro Computer (SMCI) stake by 41% in Q2 2026, buying an estimated $144K and bringing the position to 15,534 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #846.

Sterling Capital Management first reported a position in SMCI in Q1 2014 and has held it in 8 quarters since. The position peaked at $1.39M in Q3 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Sterling Capital Management held 15,534 shares of Super Micro Computer worth $456K as of Q2 2026.
Sterling Capital Management bought 4,524 Super Micro Computer shares in Q2 2026, an estimated $144K.
Super Micro Computer made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #846 holding.
Sterling Capital Management first reported a position in Super Micro Computer in Q1 2014 and has held it in 8 quarters since.
Sterling Capital Management's Super Micro Computer position peaked at $1.39M in Q3 2025.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.