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SMRT in the 13F filings

Smartrent Inc · CUSIP 83193G107

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
23,572,171
combined, among listed positions
Reported value
$48m
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,336,686.

Managers listing SMRT in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Oaktree Capital Management LP7,505,294$15m0.22%Held017 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP3,964,108$8.0munder 0.1%Added+1,006,26713 Feb 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP3,300,000$6.7m0.08%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC2,439,726$4.9munder 0.1%Trimmed-1,206,61517 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC1,907,912$3.9munder 0.1%Added+425,95812 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,401,600$2.8munder 0.1%Trimmed-136,41212 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC660,117$1.3munder 0.1%Added+50,59217 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP454,520$918kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Invesco Ltd331,584$670kunder 0.1%Added+15,12419 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC315,121$637kunder 0.1%Added+44,38317 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP274,246$554kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP242,504$490kunder 0.1%Added+80,39917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC227,300$459kunder 0.1%Trimmed-255,23717 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP159,620$322kunder 0.1%Trimmed-17,88117 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC94,432$188kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC81,779$165kunder 0.1%Added+27,33613 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP67,200$136kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC65,862$133kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC31,774$64kunder 0.1%Added+16,73413 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP22,100$45kunder 0.1%Added+11,00017 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC14,937$30kunder 0.1%Newnew27 Oct 2026 (the filing on sec.gov)
Fidelity (FMR LLC)10,435$21kunder 0.1%Added+3,84117 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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.

New (7)

Exited (0)

No exit shown by a manager’s own filing.

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 →