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What smart money is saying about Hewlett Packard Enterprise CompanyUnited States flag

HPE · Technology · Communication Equipment · Market cap $28.76B

1 fund in our archive has pitched Hewlett Packard Enterprise Company — most recently Ariel Global in December 2025.

Company profile

Hewlett Packard Enterprise Company provides solutions that allow customers to capture, analyze, and act upon data seamlessly in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. The company offers general purpose servers for multi-workload computing and workload-optimized servers; HPE ProLiant rack and tower servers; HPE BladeSystem and HPE Synergy; and solutions for secondary workloads and traditional tape, storage networking, and disk products, such as HPE Modular Storage Arrays and HPE XP. It also offers HPE Apollo and Cray products; and HPE Superdome Flex, HPE Nonstop, HPE Integrity, and HPE Edgeline products. In addition, the company provides HPE Aruba product portfolio that includes wired and wireless local area network hardware products, such as Wi-Fi access points, switches, routers, and sensors; HPE Aruba software and services comprising cloud-based management, network management, network access control, analytics and assurance, and location; and professional and support services, as well as as-a-service and consumption models for the intelligent edge portfolio of products. Further, it offers various leasing, financing, IT consumption, and utility programs and asset management services for customers to facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. Additionally, the company invests in communications and media solutions. It has a partnership with Striim, Inc. to offer high performance and mission-critical solutions with real-time analytics. It serves commercial and large enterprise groups, such as business and public sector enterprises; and through various partners comprising resellers, distribution partners, original equipment manufacturers, independent software vendors, systems integrators, and advisory firms. Hewlett Packard Enterprise Company was founded in 1939 and is headquartered in Houston, Texas.

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Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
4
Letters

Position history

Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Hewlett Packard Enterprise Company, with no move described.

Fund letters reporting a position in Hewlett Packard Enterprise Company, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q4 20250001

Fund activity · 1 position

  • HoldsNuance Investments Mid Cap Value Strategy
    June 2026
    YTD Attribution4 1. Our underweight position in Information Technology was the primary detractor to performance in the quarter as it has been the best performing sector within the Russell Midcap® Value benchmark, up more than 80 percent year to date. In particular, the Technology Hardware, Storage & Peripherals industry was up more than 260 percent through the end of the second quarter of 2026, led by strong price appreciation in Sandisk Corporation (SNDK), Western Digital Corporation (WDC), and Hewlett Packard Enterprise Co. (HPE), none of which we owned.
    Hewlett Packard Enterprise Company

Also mentioned · 2

These funds discuss Hewlett Packard Enterprise Company — as a competitor, benchmark or comparable — without disclosing a position in it.

  • June 2026
    The company serves enterprise AI companies and the hyperscalers, including Google, Meta, Dell, HPE, IBM, Juniper Networks, and Oracle Corporation, among others.
    Hewlett Packard Enterprise Company
  • MentionedScharf Investments Quality Value Strategy
    June 2026
    Agilent Technologies, Inc. (NYSE:A) is a leading life sciences tools company, providing instruments, software, services, and consumables to pharmaceutical, biotechnology, food safety, academic research labs, and advanced manufacturing end-markets worldwide. Notable Agilent products include liquid and gas chromatography instruments, mass spectrometry equipment, pharmaceutical reagents, and diagnostic assays, among others. The company was created via a spin-out of Hewlett Packard in 1999.
    Hewlett Packard Enterprise Company

Fund coverage · 1 thesis

  • Ariel Global
    December 2025

    Hewlett Packard Enterprise Company is a hardware provider strengthened by Juniper acquisition with AI and networking catalysts and activist oversight driving potential transformation.

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