TPM
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Totem Point Management’s Hewlett Packard HPE Stock Holding History

Totem Point Management’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.53M Sell
106,124
-300,382
-74% -$6.66M 3.22% 12
2025
Q4 		$9.76M Buy
+406,506
New +$9.58M 9.74% 7

Other funds holding HPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Totem Point Management's HPE Position: Q1 2026 in Review

Totem Point Management reduced its Hewlett Packard (HPE) stake by 74% in Q1 2026, selling an estimated $6.66M and leaving 106,124 shares worth $2.53M. The position accounts for 3.22% of the portfolio, ranked #12.

Totem Point Management first reported a position in HPE in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.76M in Q4 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Totem Point Management held 106,124 shares of Hewlett Packard worth $2.53M as of Q1 2026.
  • Totem Point Management sold 300,382 Hewlett Packard shares in Q1 2026, an estimated $6.66M.
  • Hewlett Packard made up 3.22% of Totem Point Management's portfolio in Q1 2026, its #12 holding.
  • Totem Point Management first reported a position in Hewlett Packard in Q4 2025 and has held it in 2 quarters since.
  • Totem Point Management's Hewlett Packard position peaked at $9.76M in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Totem Point Management's 13F filing for Q1 2026, filed 15 May 2026.