L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 1 listed it in both
Shares listed
21,047,350
combined, among listed positions
Reported value
$32m
combined, at the quarter end

Among the 91 comparable managers: 6 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,502,721.

Managers listing SMRT in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Oaktree Capital Management LP7,505,294$11m0.17%Held020 May 2026 (the filing on sec.gov)
Marshall Wace LLP5,610,709$8.4munder 0.1%Added+1,646,60115 May 2026 (the filing on sec.gov)
Millennium Management LLC3,234,267$4.9munder 0.1%Added+794,54115 May 2026 (the filing on sec.gov)
Jane Street Group LLC1,345,386$2.0munder 0.1%Trimmed-562,52612 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,135,900$1.7munder 0.1%Trimmed-265,70014 May 2026 (the filing on sec.gov)
Citadel Advisors LLC451,855$678kunder 0.1%Trimmed-208,26215 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC432,521$649kunder 0.1%Added+117,40015 May 2026 (the filing on sec.gov)
Point72 Asset Management LP383,196$575kunder 0.1%Trimmed-71,32415 May 2026 (the filing on sec.gov)
Invesco Ltd203,046$305kunder 0.1%Trimmed-128,53812 May 2026 (the filing on sec.gov)
Two Sigma Investments LP174,723$262kunder 0.1%Trimmed-67,78115 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC152,033$227kunder 0.1%Added+57,60113 May 2026 (the filing on sec.gov)
AQR Capital Management LLC129,062$194kunder 0.1%Trimmed-98,23815 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP103,075$155kunder 0.1%Added+35,87513 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP74,516$112kunder 0.1%Trimmed-85,10415 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP67,327$101kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP19,116$29kunder 0.1%Trimmed-255,13014 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC14,937$22kunder 0.1%Held027 Oct 2026 (the filing on sec.gov)
Fidelity (FMR LLC)10,387$16kunder 0.1%Trimmed-4815 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

0112220222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SMRT by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20211$20mn.a.n.a.
Q1 20221$7.9mn.a.n.a.
Q2 20221$14mn.a.n.a.
Q3 20221$8.4mn.a.n.a.
Q4 20221$11mn.a.n.a.
Q1 20231$19mn.a.n.a.
Q2 20232$30mn.a.n.a.
Q3 20232$21mn.a.n.a.
Q4 20232$27m10
Q1 20242$24m10
Q2 20242$21m00
Q3 20241$13m01
Q4 20241$13m00
Q1 20251$9.1m00
Q2 20251$7.4m00
Q3 20251$11m00
Q4 20252$22m174
Q1 20261$11m614
Q2 20261$8.9m811

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SMRT and GOOGL →SMRT and AMZN →SMRT and MSFT →Choose a stock to compare with SMRT →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SMRT, latest filings →Back to the 13F Explorer →