SM
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Marshall Wace, LLP
· Added
+$215M
Change
+7.1M
Date
Q1 2026
|
Marshall Wace, LLP | Added· Q1 2026 | +$215M | +7.1M | – | Q1 2026 | |||||
|
Defiance Etfs, LLC
· New
+$187M
Change
+6.2M
Date
Q1 2026
|
Defiance Etfs, LLC | New· Q1 2026 | +$187M | +6.2M | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Reduced
−$152M
Change
−5.0M
Δ Own
−75.6%
Date
Q1 2026
|
Citadel Advisors LLC | Reduced· Q1 2026 | −$152M | −5.0M | −75.6% | Q1 2026 | |||||
|
Norges
· Exited
−$140M
Change
−4.7M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$140M | −4.7M | −100.0% | Q1 2026 | |||||
|
UBS Group AG
· Added
+$140M
Change
+4.7M
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | +$140M | +4.7M | – | Q1 2026 | |||||
|
Disciplined Growth Investors Inc
· Reduced
−$140M
Change
−4.7M
Date
Q1 2026
|
Disciplined Growth Investors Inc | Reduced· Q1 2026 | −$140M | −4.7M | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· Added
+$129M
Change
+4.3M
Date
Q1 2026
|
Jane Street Group, LLC | Added· Q1 2026 | +$129M | +4.3M | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$109M
Change
−3.6M
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$109M | −3.6M | – | Q1 2026 | |||||
|
Hawk Ridge Capital Management LP
· New
+$70M
Change
+2.3M
Date
Q1 2026
|
Hawk Ridge Capital Management LP | New· Q1 2026 | +$70M | +2.3M | – | Q1 2026 | |||||
|
Invesco Ltd.
· Added
+$56M
Change
+1.9M
Δ Own
+18.7%
Date
Q1 2026
|
Invesco Ltd. | Added· Q1 2026 | +$56M | +1.9M | +18.7% | Q1 2026 | |||||
|
Wells Fargo & Company
· Added
+$56M
Change
+1.9M
Date
Q1 2026
|
Wells Fargo & Company | Added· Q1 2026 | +$56M | +1.9M | – | Q1 2026 | |||||
|
BlackRock
· Added
+$52M
Change
+1.7M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$52M | +1.7M | – | Q1 2026 | |||||
|
Susquehanna International Group, LLP
· Reduced
−$52M
Change
−1.7M
Date
Q1 2026
|
Susquehanna International Group, LLP | Reduced· Q1 2026 | −$52M | −1.7M | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
−$43M
Change
−1.4M
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | −$43M | −1.4M | – | Q1 2026 | |||||
|
Belvedere Trading LLC
· Exited
−$38M
Change
−1.3M
Δ Own
−100.0%
Date
Q1 2026
|
Belvedere Trading LLC | Exited· Q1 2026 | −$38M | −1.3M | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Liu Liang Chiu-Chu Sara
· Director
6 operations
0
|
Liu Liang Chiu-Chu Sara | Director | 6 operations | – | 0 | – | 821 | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Liu Liang Chiu-Chu Sara
· Director
3 operations
-$24K
|
Liu Liang Chiu-Chu Sara | Director | 3 operations | $27.65 | -872 | -$24K | 634K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Weigand David E.
· Officer
10 operations
0
|
Weigand David E. | Officer | 10 operations | – | 0 | – | 3K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Weigand David E.
· Officer
5 operations
-$278K
|
Weigand David E. | Officer | 5 operations | $27.65 | -10K | -$278K | 131K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Liang Charles
· Director
6 operations
0
|
Liang Charles | Director | 6 operations | – | 0 | – | 821 | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Liang Charles
· Director
3 operations
-$24K
|
Liang Charles | Director | 3 operations | $27.65 | -872 | -$24K | 634K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Malyala Vikranth
· Officer
8 operations
0
|
Malyala Vikranth | Officer | 8 operations | – | 0 | – | 2K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Malyala Vikranth
· Officer
4 operations
-$109K
|
Malyala Vikranth | Officer | 4 operations | $27.65 | -4K | -$109K | 43K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Blair Robert L.
· Director
2 operations
0
|
Blair Robert L. | Director | 2 operations | – | 0 | – | 0 | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Angel Scott
· Director
2 operations
0
|
Angel Scott | Director | 2 operations | – | 0 | – | 0 | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Lin Judy L.
· Director
2 operations
0
|
Lin Judy L. | Director | 2 operations | – | 0 | – | 0 | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Liu Tally C.
· Director
2 operations
0
|
Liu Tally C. | Director | 2 operations | – | 0 | – | 0 | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Mogensen Susan
· Director
2 operations
0
|
Mogensen Susan | Director | 2 operations | – | 0 | – | 0 | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Malyala Vikranth
· Officer
2 operations
0
|
Malyala Vikranth | Officer | 2 operations | – | 0 | – | 8K | – | Jun 17, 2026 | Jun 22, 2026 | |||||||||
|
Malyala Vikranth
· Officer
Tax withholding or exercise payment (F)
-$78K
|
Malyala Vikranth | Officer | Tax withholding or exercise payment (F) | $27.78 | -3K | -$78K | 40K | −6.7% | Jun 17, 2026 | Jun 22, 2026 | |||||||||
737 reporting institutions disclosed SMCI position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.