Vanguard's passive stake just below 5% is consistent with index fund positioning. The filing date shortly after a strong preliminary earnings update suggests no change in investment thesis. Monitor the next 13F filing for any material position changes.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G for Super Micro Computer, reporting a 4.98% passive stake as of September 30, 2026, with 32,758,769 shares. This is a routine passive update by a large index fund manager, filed shortly after Super Micro's preliminary Q1 FY2027 revenue guidance of $18.5B-$19.5B, which was well above prior expectations.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported beneficial ownership of 32,758,769 shares of Super Micro Computer common stock as of September 30, 2026.
- The stake represents 4.98% of shares outstanding, just below the 5% threshold.
- The filing is an amendment to a prior Schedule 13G, indicating a passive investment intent.
- The filing was made on October 30, 2026, ten days after Super Micro issued a preliminary Q1 FY2027 business update with revenue guidance of $18.5B-$19.5B, significantly above prior guidance of $14.5B-$15.5B.
Financial Impact
Stake valued at approximately $1.17B based on a $23.5B market cap and 4.98% ownership.
Risk Factors
- No material risks identified from this routine passive filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001133 |
| Document: 0002100121-26-001133-index.html | 0002100121-26-001133 |
| Document: 0002100121-26-001133.txt | 0002100121-26-001133 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 2, 2026 today | ITC Section 337 | No price | awaiting T+20 | awaiting T+20 | No price |
Oct 30, 2026 2d ago | SC 13G/A | $31.55 | awaiting T+20 | awaiting T+20 | $32.95 (+4.45%) |
Oct 22, 2026 10d ago | 3 | $32.94 | awaiting T+20 | awaiting T+20 | $32.95 (+0.03%) |
Oct 21, 2026 11d ago | Institutional Cluster | $33.72 | awaiting T+20 | awaiting T+20 | $32.95 (−2.28%) |
Oct 20, 2026 12d ago | 8-K | $35.57 | awaiting T+20 | awaiting T+20 | $32.95 (−7.37%) |
Oct 15, 2026 17d ago | 8-K | $35.09 | awaiting T+20 | awaiting T+20 | $32.95 (−6.10%) |
Oct 8, 2026 24d ago | 8-K | $41.86 | awaiting T+20 | awaiting T+20 | $32.95 (−21.29%) |
Oct 7, 2026 25d ago | 144 | $42.77 | awaiting T+20 | awaiting T+20 | $32.95 (−22.96%) |
Sep 8, 2026 7w ago | Insider Cluster | $38.93 $44.94 | ▼ −15.44% | ▼ −13.24% | $32.95 (+15.36%) |
Jun 15, 2026 19w ago | 8-K | $30.85 $27.66 | ▲ +10.34% | ▲ +9.59% | $32.95 (−6.81%) |
US Market Status
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