SMCI · Insider trading · 13F holders · Congress trades
Super Micro Computer, Inc. (SMCI)
Who is buying and selling SMCI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 45
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $24.4M
- Congress trades, 12 months
- 15
SMCI at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 2 SMCI insiders filed 4 sales worth $24.4M on SEC Form 4, and no open-market purchases; 4 of the sales were pre-planned under Rule 10b5-1.
- 45 13F filers hold SMCI among their 50 largest positions, worth $1.8B combined. The biggest bets by portfolio weight are Nepsis Inc. (5.5%), REX Advisers, LLC (4.9%) and Ghisallo Capital Management LLC (3.0%). In their latest 13Fs, 4 managers opened a new position and 5 added to one.
- Members of Congress have disclosed 15 SMCI trades since 2025, 6 purchases and 9 sales in the past year; the latest was John Boozman (R-AR), selling $1K–15K on Dec 31, 2025.
- SMCI last closed at $34.43 on Oct 29, 2026.
SMCI insider trading
Between Aug 1, 2026 and Oct 29, 2026, 2 SMCI insiders filed 4 sales worth $24.4M on SEC Form 4, and no open-market purchases; 4 of the sales were pre-planned under Rule 10b5-1.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 9, 2026 | Liu Liang Chiu-Chu Sara | Director, 10% Owner | Sale10b5-1 | 100,000 | $45.02 | $4.5M | SEC |
| Oct 9, 2026 | Liang Charles | President and CEO, Director, 10% Owner | Sale10b5-1 | 100,000 | $45.02 | $4.5M | SEC |
| Sep 8, 2026 | Liang Charles | President and CEO, Director, 10% Owner | Sale10b5-1 | 200,000 | $38.59 | $7.7M | SEC |
| Sep 8, 2026 | Liu Liang Chiu-Chu Sara | Director, 10% Owner | Sale10b5-1 | 200,000 | $38.59 | $7.7M | SEC |
Who owns SMCI? Hedge funds and superinvestors
45 13F filers hold SMCI among their 50 largest positions, worth $1.8B combined. The biggest bets by portfolio weight are Nepsis Inc. (5.5%), REX Advisers, LLC (4.9%) and Ghisallo Capital Management LLC (3.0%). In their latest 13Fs, 4 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Jane Street Group, LLCBroker-dealer | 0.5% | $844.3M | 28,787,183 | — | Q2 2026 |
| Ghisallo Capital Management LLCHedge fund | 3.0% | $128.0M | 4,365,060 | — | Q2 2026 |
| IMC-Chicago, LLCBroker-dealer | 0.9% | $97.4M | 3,320,429 | — | Q2 2026 |
| Quadrature Capital LtdAsset manager | 0.8% | $87.7M | 2,990,604 | — | Q2 2026 |
| Clear Street Group Inc.Broker-dealer | 0.3% | $87.7M | 2,989,651 | — | Q2 2026 |
| Capital Fund Management S.a.Hedge fund | 0.6% | $84.5M | 2,881,318 | — | Q2 2026 |
| Disciplined Growth Investors Inc /mnAsset manager | 1.3% | $78.1M | 2,663,417 | -46.6% shares | Q2 2026 |
| Marex Group LtdInvestment manager | 0.6% | $76.2M | 2,597,473 | +15.7% shares | Q2 2026 |
| Needham Investment Management LLCMutual fund manager | 1.6% | $54.5M | 1,858,500 | +15.0% shares | Q2 2026 |
| Optiver Holding B.V.Broker-dealer | 0.7% | $47.9M | 1,633,923 | — | Q2 2026 |
| Cantor Fitzgerald, L. P.Investment manager | 0.7% | $36.4M | 1,240,548 | +6.9% shares | Q2 2026 |
| Nepsis Inc.Wealth manager | 5.5% | $17.4M | 423,564 | +8.9% shares | Q3 2026 |
| Seven Grand Managers, LLCHedge fund | 0.6% | $14.7M | 500,000 | — | Q2 2026 |
| Virtu Financial LLCBroker-dealer | 0.4% | $13.0M | 444,355 | — | Q2 2026 |
| RPG Investment Advisory, LLCWealth manager | 2.3% | $12.4M | 301,832 | -42.1% shares | Q3 2026 |
| HERALD INVESTMENT MANAGEMENT LtdAsset manager | 1.7% | $12.4M | 421,600 | -39.7% shares | Q2 2026 |
| Inspire Investing, LLCMutual fund manager | 0.4% | $10.2M | 247,468 | — | Q3 2026 |
| Tairen Capital LtdHedge fund | 0.6% | $7.0M | 238,300 | New | Q2 2026 |
| Navellier & Associates IncWealth manager | 0.5% | $6.8M | 232,333 | -26.4% shares | Q2 2026 |
| Belvedere Trading LLCInvestment manager | 0.5% | $6.5M | 222,038 | — | Q2 2026 |
| Centric Wealth ManagementWealth manager | 0.8% | $5.1M | 183,000 | +0.0% shares | Q2 2026 |
| Proem Advisors LLCHedge fund | 1.0% | $4.7M | 160,000 | New | Q2 2026 |
| Caitong International Asset Management Co., LtdAsset manager | 0.4% | $3.8M | 93,331 | — | Q3 2026 |
| X-Square Capital, LLCInstitutional asset manager | 1.0% | $3.8M | 128,600 | — | Q2 2026 |
| Z3 Capital Partners, LLCWealth manager | 0.7% | $3.3M | 113,849 | +15.1% shares | Q2 2026 |
| Ironwood Investment Management LLCWealth manager | 1.1% | $3.2M | 108,638 | +4.1% shares | Q2 2026 |
| GMT Capital CorpHedge fund | 0.1% | $2.7M | 92,700 | — | Q2 2026 |
| Rowlandmiller & Partners.advInvestment manager | 0.5% | $2.6M | 90,280 | — | Q2 2026 |
| Integrated Financial Solutions, Inc.Wealth manager | 1.3% | $2.5M | 60,125 | -2.4% shares | Q3 2026 |
| FNY Investment Advisers, LLCHedge fund | 0.5% | $2.0M | 48,331 | — | Q3 2026 |
The 30 largest of 45 positions, by value. Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 32, Q1 2026: 1). Screen SMCI in the grand portfolio →
SMCI stock trades by members of Congress
Members of Congress have disclosed 15 SMCI trades since 2025, 6 purchases and 9 sales in the past year; the latest was John Boozman (R-AR), selling $1K–15K on Dec 31, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jan 13, 2026 | John BoozmanR-AR · Senate | Sale | $1K–15K | Dec 31, 2025 | +11.2% |
| Jan 13, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Dec 11, 2025 | -4.3% |
| Dec 15, 2025 | Gilbert Ray Cisneros, Jr.D-CA · House | Sale | $1K–15K | Nov 12, 2025 | -14.0% |
| Oct 10, 2025 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Sep 5, 2025 | -19.4% |
| Jun 13, 2025 | Tim MooreR-NC · House | Sale | $15K–50K | May 2, 2025 | -3.3% |
| Jun 13, 2025 | Tim MooreR-NC · House | Buy | $15K–50K | Apr 30, 2025 | +2.3% |
| May 14, 2025 | Julie JohnsonD-TX · House | Sale | $1K–15K | Apr 1, 2025 | -7.0% |
| May 8, 2025 | Robert P. Bresnahan, Jr.R-PA · House | Sale | $1K–15K | Apr 8, 2025 | +2.8% |
| Apr 20, 2025 | Ashley MoodyR-FL · Senate | Buy | $100K–250K | Mar 25, 2025 | -19.9% |
| Apr 20, 2025 | Ashley MoodyR-FL · Senate | Sale | $15K–50K | Mar 24, 2025 | -22.0% |
| Mar 27, 2025 | Robert P. Bresnahan, Jr.R-PA · House | Buy | $1K–15K | Feb 25, 2025 | -28.4% |
| Mar 22, 2025 | Ashley MoodyR-FL · Senate | Sale | $50K–100K | Feb 24, 2025 | -36.9% |
| Mar 22, 2025 | Ashley MoodyR-FL · Senate | Sale | $15K–50K | Feb 24, 2025 | -36.9% |
| Feb 13, 2025 | Robert P. Bresnahan, Jr.R-PA · House | Sale | $1K–15K | Jan 13, 2025 | +4.9% |
| Feb 12, 2025 | Julie JohnsonD-TX · House | Buy | $1K–15K | Jan 15, 2025 | +5.2% |
6 members have traded SMCI: John Boozman, Gilbert Ray Cisneros, Jr., Tim Moore, Julie Johnson, Robert P. Bresnahan, Jr., Ashley Moody.
Analysis mentioning SMCI
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SMCI questions and answers
Are insiders buying SMCI stock?
Between Aug 1, 2026 and Oct 29, 2026, 2 SMCI insiders filed 4 sales worth $24.4M on SEC Form 4, and no open-market purchases; 4 of the sales were pre-planned under Rule 10b5-1.
Which hedge funds own SMCI?
45 13F filers hold SMCI among their 50 largest positions, worth $1.8B combined. The biggest bets by portfolio weight are Nepsis Inc. (5.5%), REX Advisers, LLC (4.9%) and Ghisallo Capital Management LLC (3.0%). In their latest 13Fs, 4 managers opened a new position and 5 added to one.
Has Congress traded SMCI?
Members of Congress have disclosed 15 SMCI trades since 2025, 6 purchases and 9 sales in the past year; the latest was John Boozman (R-AR), selling $1K–15K on Dec 31, 2025.
Who is the largest holder of SMCI?
Among 13F filers, Jane Street Group, LLC reports the largest SMCI position, $844.3M (28,787,183 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Nepsis Inc.'s: 5.5% of its portfolio.
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