Vanguard Portfolio Management LLC filed an amended beneficial ownership statement with the SEC on October 30, 2026, disclosing a 4.98% stake in Super Micro Computer Inc as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Vanguard Portfolio Management reported 32,758,769 shares of Super Micro Computer Inc common stock beneficially owned.
  • Percent of class: The reported position represents 4.98% of the outstanding common stock, placing it at or below the 5% threshold.
  • Sole dispositive power: Vanguard Portfolio Management holds sole power to dispose of all 32,758,769 shares reported.
  • Sole voting power: Only 74,190 shares carry sole voting power; shared voting power is reported as 0.
  • Triggering event date: The event requiring this filing occurred on September 30, 2026.
  • Filing is an amendment: This is Amendment No. 1 to a prior beneficial ownership statement.
  • Affiliated entities covered: The filing includes securities held through Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, as affiliates or business divisions.

Vanguard's Reported Position in Super Micro Computer After September 2026 Update

According to the filing, Vanguard Portfolio Management LLC, organized in Pennsylvania and acting as an investment adviser, reported aggregate beneficial ownership of 32,758,769 shares of common stock in Super Micro Computer Inc (NASDAQ:SMCI), a server and storage solutions company headquartered at 980 Rock Avenue, San Jose, CA 95131. The position is characterized in the filing as representing 4.98% of the class, which the filing identifies under Item 5 as ownership of 5 percent or less of a class.

The filing discloses a notable asymmetry between voting and dispositive authority. Vanguard Portfolio Management holds sole dispositive power over all 32,758,769 shares, but sole voting power over only 74,190 of those shares. Shared voting and shared dispositive power are each reported as zero. The filing states that this structure reflects securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management exercises dispositive power, alongside securities held by clients of affiliates Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC.

The filing further states that investment companies registered under the Investment Company Act of 1940 and other managed accounts within the Vanguard Portfolio Management group "have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein," and that no single other person's interest exceeds 5%. The statement was signed by My Trieu-Gatt, identified as Authorized Signatory and Head of Global Fund Administration, and dated October 30, 2026.

What Was Disclosed

Vanguard Portfolio Management LLC filed Amendment No. 1 to its beneficial ownership statement, reporting 32,758,769 shares of Super Micro Computer Inc common stock, equal to 4.98% of the class, as of the September 30, 2026 triggering event date.