Super Micro Computer, Inc.

SMCI · NASDAQ · USD

PoliticiansInstitutionalInsiders

Current holders

Politician	Disclosed
Donald Trump R · EXECUTIVE	net $366K – $949K 8 disclosures · 6 bought / 2 sold · last Aug 28, 2026
Ashley Moody R · SENATE · FL	−$100K – $170K −$54K – $149K today 4 filings · last Mar 25, 2025
John Boozman R · SENATE · AR	−$14K – $14K −$16K – $13K today 2 filings · last Dec 31, 2025
Julie Johnson D · HOUSE · TX	−$14K – $14K −$13K – $15K today 2 filings · last Apr 1, 2025
Gilbert Ray Cisneros, Jr. D · HOUSE · CA	−$14K – $14K −$12K – $11K today 2 filings · last Nov 12, 2025
Tim Moore R · HOUSE · NC	−$35K – $35K −$33K – $37K today 2 filings · last May 2, 2025
Robert Bresnahan R · HOUSE · PA	−$29K – $13K −$31K – $9K today 3 filings · last Apr 8, 2025

Recent transactions

Trades from Jan 15, 2025 – Aug 28, 2026

Politician	Type	Filed after	Amount
Donald Trump R · EXECUTIVE	Buy	41 days Aug 28, 2026 → Oct 8, 2026	≥$15K
Donald Trump R · EXECUTIVE	Buy	64 days Jul 20, 2026 → Sep 22, 2026	≥$100K
Donald Trump R · EXECUTIVE	Sell	47 days Mar 27, 2026 → May 13, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	51 days Mar 23, 2026 → May 13, 2026	≥$50K
Donald Trump R · EXECUTIVE	Sell	57 days Mar 17, 2026 → May 13, 2026	≥$15K
Donald Trump R · EXECUTIVE	Buy	72 days Mar 2, 2026 → May 13, 2026	≥$15K
Donald Trump R · EXECUTIVE	Buy	92 days Feb 10, 2026 → May 13, 2026	≥$250K
Donald Trump R · EXECUTIVE	Buy	110 days Jan 23, 2026 → May 13, 2026	≥$1K
John Boozman R · SENATE · AR	Sell	13 days Dec 31, 2025 → Jan 13, 2026	≥$1K
John Boozman R · SENATE · AR	Buy	33 days Dec 11, 2025 → Jan 13, 2026	≥$1K

Congressional trading data provided by QuiverQuant

Institutional

Investors holding

900

13F shares

451.7M

Total invested

$13.2B

Ownership

75.1%

New positions

152

Closed positions

Increased positions

448

Reduced positions

253

Put/Call ratio

1.02

Holder	Reported	Shares	Value	Δ Qtr
BLACKROCK, INC.	8/7/2026	47.7M	$1.4B	+9.98%
VANGUARD CAPITAL MANAGEMENT LLC	8/13/2026	36.4M	$1.1B	+10.52%
VANGUARD PORTFOLIO MANAGEMENT LLC	8/13/2026	32.9M	$963.9M	+11.14%
JANE STREET GROUP, LLC	8/14/2026	28.8M	$844.3M	+551.35%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8/14/2026	26.7M	$784.1M	−3.20%
STATE STREET CORP	9/22/2026	24.6M	$722.6M	+11.89%
UBS GROUP AG	8/13/2026	19.7M	$577.5M	+63.08%
GEODE CAPITAL MANAGEMENT, LLC	8/12/2026	15.5M	$453.2M	+9.57%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8/14/2026	14.6M	$427.1M	+2.18%
INVESCO LTD.	8/14/2026	11.7M	$343.7M	−0.82%
JANE STREET GROUP, LLC	8/14/2026	11.1M	$325.6M	−39.31%
GOLDMAN SACHS GROUP INC	8/14/2026	11.1M	$325.1M	+221.95%
JANE STREET GROUP, LLC	8/14/2026	10.7M	$314.9M	−21.04%
CITADEL ADVISORS LLC	9/2/2026	10.4M	$305.7M	−3.83%
TWO SIGMA INVESTMENTS, LP	8/14/2026	9.8M	$287.0M	+978.78%
MORGAN STANLEY	8/13/2026	9M	$265.4M	+17.96%
BNP PARIBAS ARBITRAGE, SNC	8/13/2026	7.7M	$225.3M	+41.41%
WEISS ASSET MANAGEMENT LP	8/14/2026	7M	$206.7M	+1309.28%
TOROSO INVESTMENTS, LLC	8/13/2026	6.9M	$201.4M	−28.67%
RENAISSANCE TECHNOLOGIES LLC	8/13/2026	6.8M	$199.0M	+11323.57%
CITADEL ADVISORS LLC	9/2/2026	6.4M	$187.8M	−25.16%
NORGES BANK	8/12/2026	6.3M	$185.1M	—
GOLDMAN SACHS GROUP INC	8/14/2026	6.1M	$177.9M	+4554.03%
D. E. SHAW & CO., INC.	8/14/2026	5.2M	$152.6M	−18.69%
POINT72 ASSET MANAGEMENT, L.P.	8/14/2026	4.8M	$139.5M	+14760.26%

Insider transactions

Insider	Type	Transacted	Price	Date
Liang Charles	S-SALE	100K	$45.02	Oct 7
Liu Liang Chiu-Chu Sara	S-SALE	100K	$45.02	Oct 7

Analyst consensus

Hold28 analysts

Bearish · 2 · Hold · 16 · Bullish · 10

Earnings history

	EPS	Estimate
Q1 2025	$0.75	$0.73	Beat
Q2 2025	$0.51	$0.58	Miss
Q3 2025	$0.31	$0.41	Miss
Q4 2025	$0.41	$0.45	Miss
Q1 2026	$0.35	$0.37	Miss
Q2 2026	$0.69	$0.49	Beat
Q3 2026	$0.84	$0.62	Beat
Q4 2026	$1.70	$0.92	Beat

Peers

Company overview

IPO dateMar 28, 2007

CEOCharles Liang

Employees7,000

SectorTechnology

IndustryComputer Hardware

CountryUS

ExchangeNASDAQ

Websitewww.supermicro.com

Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company provides liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also offers workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company provides remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it offers rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.

Athenic provides research and information tools for educational purposes only and is not a registered investment adviser or broker-dealer. Nothing on this page is investment advice or a recommendation to buy or sell any security. Market data may be delayed. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.