STOCK TITAN

Jane Street Group (SMCI) discloses 56.6M-share stake including convertible dilution

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Jane Street Group, LLC amended a Schedule 13G/A reporting ownership in Super Micro Computer, Inc. The filing states combined beneficial ownership of 56,635,790 shares, equal to 8.5% of the class using a denominator of 665,014,777 outstanding shares (which reflects 646,832,377 shares outstanding as of June 10, 2026 plus dilution from 18,182,400 shares issuable upon conversion of Depositary Shares into the issuer's 7.00% Series A Mandatory Convertible Preferred Stock). The amendment corrects a signature block error; no other changes were made.

Positive

  • None.

Negative

  • None.

Insights

Large passive position disclosed; amendment corrects signature only.

The filing lists a combined 56.6M shares (8.5%) held across Jane Street entities, with voting and dispositive power shown as shared among subsidiaries. The ownership figure includes potential dilution from 18.18M convertible-preferred-derived shares and uses an adjusted outstanding share count of June 10, 2026.

Practical implications depend on whether the convertible preferred shares convert and on any subsequent trading by the Jane Street entities; future filings will show changes in holdings.

Beneficial ownership 56,635,790 shares combined Jane Street holdings reported in Schedule 13G/A
Percent of class 8.5% percentage using 665,014,777-share denominator
Denominator used 665,014,777 shares adjusted outstanding shares including convertible dilution
Shares outstanding (issuer stated) 646,832,377 shares as of <date>June 10, 2026</date> per issuer 424B5 filing
Potential convertible dilution 18,182,400 shares issuable from Depositary Shares representing convertible preferred
Depositary Shares financial
"The reported holding includes 18,182,400 shares that can be acquired from Depositary Shares"
Depositary shares are tradable certificates that represent a fractional piece of a larger security held by a third-party bank, like owning a slice of a single big pie instead of the whole pie. They let companies issue and investors buy smaller, more affordable portions of preferred stock or other instruments; holders usually receive proportional dividends and market pricing similar to ordinary shares, but may have limited voting rights and different liquidity or tax implications, which can affect income and resale value.
Mandatory Convertible Preferred Stock financial
"7.00% Series A Mandatory Convertible Preferred Stock ("Convertible Preferred Stock")"
A mandatory convertible preferred stock is a type of investment that pays regular income like a preferred share but is designed to automatically turn into a set number of common shares at a future date, much like a timed coupon that becomes company ownership. It matters to investors because it combines a near-term income stream with a guaranteed future increase in the company’s share count, which can dilute existing owners and change earnings-per-share and voting balance.
Schedule 13G/A regulatory
"This amendment is being filed to correct an error in the signature block of the original filing."
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial Ownership regulatory
"Amount beneficially owned: 56,635,790.00 (b) Percent of class: 8.5%"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
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86800U302

(CUSIP Number)
06/11/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: The reported holding includes 18,182,400 shares that can be acquired from Depositary Shares Each Representing a 1/20th Interest in a Share of 7.00% Series A Mandatory Convertible Preferred Stock ("Convertible Preferred Stock") held by Jane Street Global Trading, LLC (JSGT). The % ownership calculation uses 665,014,777 outstanding shares which is based on (1) 646,832,377 shares outstanding as of June 10, 2026 as stated in the issuer's 424B5 filing on June 12, 2026; and (2) dilution of the outstanding shares due to 18,182,400 shares that can be acquired by JSGT through the Convertible Preferred Stock.


SCHEDULE 13G




Comment for Type of Reporting Person: The % ownership calculation uses 665,014,777 outstanding shares which is based on (1) 646,832,377 shares outstanding as of June 10, 2026 as stated in the issuer's 424B5 filing on June 12, 2026; and (2) dilution of the outstanding shares due to 18,182,400 shares that can be acquired by JSGT through the Convertible Preferred Stock.


SCHEDULE 13G




Comment for Type of Reporting Person: The reported holding includes 18,182,400 shares that can be acquired from Convertible Preferred Stock held by JSGT. The % ownership calculation uses 665,014,777 outstanding shares which is based on (1) 646,832,377 shares outstanding as of June 10, 2026 as stated in the issuer's 424B5 filing on June 12, 2026; and (2) dilution of the outstanding shares due to 18,182,400 shares that can be acquired by JSGT through the Convertible Preferred Stock.


SCHEDULE 13G




Comment for Type of Reporting Person: The % ownership calculation uses 665,014,777 outstanding shares which is based on (1) 646,832,377 shares outstanding as of June 10, 2026 as stated in the issuer's 424B5 filing on June 12, 2026; and (2) dilution of the outstanding shares due to 18,182,400 shares that can be acquired by JSGT through the Convertible Preferred Stock.


SCHEDULE 13G



JANE STREET GROUP, LLC
Signature:/s/ Jeremy Kahn
Name/Title:Jeremy Kahn (Authorized Signatory)
Date:06/18/2026
Jane Street Capital, LLC
Signature:/s/ Jeremy Kahn
Name/Title:Jeremy Kahn (Authorized Signatory)
Date:06/18/2026
Jane Street Global Trading, LLC
Signature:/s/ Jeremy Kahn
Name/Title:Jeremy Kahn (Authorized Signatory)
Date:06/18/2026
Jane Street Singapore Pte. Ltd
Signature:/s/ Jeremy Kahn
Name/Title:Jeremy Kahn (Authorized Signatory)
Date:06/18/2026

Comments accompanying signature: This amendment is being filed to correct an error in the signature block of the original filing. There are no other changes to the information disclosed.

FAQ

What stake does Jane Street report in SMCI?

Jane Street reports beneficial ownership of 56,635,790 shares, representing 8.5% of common stock using a 665,014,777-share denominator. The calculation includes 18,182,400 shares issuable via convertible preferred interests counted as potential dilution.

Why does the filing use 665,014,777 shares as the denominator?

The denominator of 665,014,777 combines the issuer's stated 646,832,377 shares outstanding as of June 10, 2026 and adds 18,182,400 shares that Jane Street's affiliate can acquire upon conversion of depositary/convertible preferred instruments.

Which Jane Street entities hold the reported shares of SMCI?

The filing lists holdings across multiple entities: Jane Street Group, LLC, Jane Street Capital, LLC, Jane Street Global Trading, LLC, and Jane Street Singapore Pte. Ltd., with shared voting/dispositive power concentrated in JSGT and related U.S. entities.

What changed in this amendment to the Schedule 13G/A?

The amendment corrects an error in the signature block only; the filer states explicitly that there are no other changes to the information previously disclosed, so ownership amounts and calculations remain as reported.