ZIM
SMCI icon

Zacks Investment Management’s Super Micro Computer SMCI Stock Holding History

Zacks Investment 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
2025
Q3 		– Sell
-5,420
Closed -$266K – 836
2025
Q2 		$266K Buy
+5,420
New +$209K ﹤0.01% 577
2024
Q4 		– Sell
-5,850
Closed -$243K – 769
2024
Q3 		$243K Sell
5,850
-48,480
-89% -$2.95M ﹤0.01% 598
2024
Q2 		$4.45M Buy
54,330
+2,710
+5% +$232K 0.05% 195
2024
Q1 		$5.21M Sell
51,620
-58,520
-53% -$4.29M 0.06% 198
2023
Q4 		$3.13M Sell
110,140
-5,260
-5% -$146K 0.04% 239
2023
Q3 		$3.16M Sell
115,400
-11,880
-9% -$331K 0.04% 220
2023
Q2 		$3.17M Sell
127,280
-27,150
-18% -$455K 0.04% 224
2023
Q1 		$1.65M Sell
154,430
-25,460
-14% -$230K 0.02% 305
2022
Q4 		$1.48M Sell
179,890
-43,510
-19% -$331K 0.02% 310
2022
Q3 		$1.23M Buy
223,400
+52,590
+31% +$300K 0.02% 317
2022
Q2 		$689K Buy
170,810
+3,730
+2% +$17K 0.01% 384
2022
Q1 		$636K Buy
167,080
+89,720
+116% +$371K 0.01% 415
2021
Q4 		$340K Buy
+77,360
New +$314K ﹤0.01% 522
2015
Q3 		– Sell
-350,910
Closed -$1.04M – 658
2015
Q2 		$1.04M Sell
350,910
-39,730
-10% -$131K 0.03% 282
2015
Q1 		$1.3M Buy
390,640
+75,900
+24% +$279K 0.04% 236
2014
Q4 		$1.1M Buy
314,740
+66,710
+27% +$208K 0.04% 264
2014
Q3 		$730K Sell
248,030
-139,050
-36% -$361K 0.03% 318
2014
Q2 		$978K Sell
387,080
-42,330
-10% -$87.7K 0.03% 269
2014
Q1 		$746K Buy
+429,410
New +$840K 0.03% 312

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zacks Investment Management's SMCI Position: Q3 2025 in Review

Zacks Investment Management sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 5,420 shares — an estimated $266K sold.

Zacks Investment Management first reported a position in SMCI in Q1 2014 and held it in 19 quarters. The position peaked at $5.21M in Q1 2024. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Zacks Investment Management reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Zacks Investment Management sold 5,420 Super Micro Computer shares in Q3 2025, an estimated $266K.
  • Zacks Investment Management first reported a position in Super Micro Computer in Q1 2014 and held it in 19 quarters.
  • Zacks Investment Management's Super Micro Computer position peaked at $5.21M in Q1 2024.
  • 849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Zacks Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.