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SmartRent, Inc.

SMRT
Exchange
NYSE
Industry
Services-Computer Integrated Systems Design
SEC CIK
0001837014

In the last 90 days, SmartRent, Inc. insiders filed 4 open-market purchases and 0 sales; 129 institutions reported holding it in 13F filings for Q2 2026, worth $149.8M in total; Oaktree Capital is the only superinvestor holding it.

13F holders, Q4 2021

Institutional positions in SmartRent, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
70
+21 vs. Q3 2021
Shares held
81.1M
+10.7M (+15.3%) vs. Q3 2021
Total value
$786.7M
−$136.8M (−14.8%) vs. Q3 2021
New holders
31
15 more added
Sold out
10
12 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 70 institutions
Q1 2021: 79 institutionsQ2 2021: 58 institutionsQ3 2021: 49 institutionsQ4 2021: 70 institutionsQ1 2022: 78 institutionsQ2 2022: 97 institutionsQ3 2022: 111 institutionsQ4 2022: 107 institutionsQ1 2023: 103 institutionsQ2 2023: 114 institutionsQ3 2023: 114 institutionsQ4 2023: 123 institutionsQ1 2024: 126 institutionsQ2 2024: 124 institutionsQ3 2024: 130 institutionsQ4 2024: 124 institutionsQ1 2025: 127 institutionsQ2 2025: 117 institutionsQ3 2025: 109 institutionsQ4 2025: 123 institutionsQ1 2026: 124 institutionsQ2 2026: 129 institutions
Value heldQ4 2021: $786.7M
Q1 2021: $320.7MQ2 2021: $405.0MQ3 2021: $923.5MQ4 2021: $786.7MQ1 2022: $478.0MQ2 2022: $487.8MQ3 2022: $210.2MQ4 2022: $232.2MQ1 2023: $257.9MQ2 2023: $426.8MQ3 2023: $303.9MQ4 2023: $386.3MQ1 2024: $346.0MQ2 2024: $302.4MQ3 2024: $200.6MQ4 2024: $199.0MQ1 2025: $147.2MQ2 2025: $103.1MQ3 2025: $153.8MQ4 2025: $230.9MQ1 2026: $185.7MQ2 2026: $149.8M
Institutions holding SMRT and their total value by quarter
QuarterHoldersValue
Q2 2026129$149.8M
Q1 2026124$185.7M
Q4 2025123$230.9M
Q3 2025109$153.8M
Q2 2025117$103.1M
Q1 2025127$147.2M
Q4 2024124$199.0M
Q3 2024130$200.6M
Q2 2024124$302.4M
Q1 2024126$346.0M
Q4 2023123$386.3M
Q3 2023114$303.9M
Q2 2023114$426.8M
Q1 2023103$257.9M
Q4 2022107$232.2M
Q3 2022111$210.2M
Q2 202297$487.8M
Q1 202278$478.0M
Q4 202170$786.7M
Q3 202149$923.5M
Q2 202158$405.0M
Q1 202179$320.7M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding SmartRent, Inc.; share changes are against Q3 2021.

Institutions holding SMRT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bain Capital Venture Investors, LLC21,972,649$212.7M13.44%00.0%Unchanged
Spark Growth Management Partners II, LLC11,715,137$113.4M34.46%+11,715,137New
Vulcan Value Partners, LLC9,052,926$87.6M0.45%+2,810,288+45.0%Added
Bamco Inc8,416,662$81.5M0.17%−3,230,967−27.7%Reduced
BlackRock Inc.3,775,887$36.6M0.00%+1,178,137+45.4%Added
Vanguard Group Inc3,288,518$31.8M0.00%+1,265,161+62.5%Added
Luxor Capital Group, LP2,940,908$28.5M0.83%+787,913+36.6%Added
Spring Creek Capital LLC2,469,813$23.9M0.91%00.0%Unchanged
Diameter Capital Partners LP1,998,914$19.3M1.80%+1,269,978+174.2%Added
Waterfront Capital Partners, LLC1,920,014$18.6M1.14%−447,434−18.9%Reduced
Tikvah Management LLC1,743,222$16.9M4.71%00.0%Unchanged
ACK Asset Management LLC1,253,600$14.1M3.32%+203,600+19.4%Added
Long Pond Capital, LP1,317,228$12.8M0.51%−1,718,801−56.6%Reduced
Bayberry Capital Partners LP1,305,000$12.6M3.67%+1,305,000New
Woodson Capital Management, LP830,420$8.04M0.96%−669,580−44.6%Reduced
Geode Capital Management, LLC770,982$7.46M0.00%+770,982New
Castle Hook Partners LP700,000$6.78M0.78%00.0%Unchanged
Crestwood Capital Management, L.P.678,653$6.57M2.94%+678,653New
Amazon.com, Inc.626,893$6.07M0.04%00.0%Unchanged
Blackstone Group Inc.500,000$4.84M0.01%00.0%Unchanged
Neuberger Berman Group LLC489,362$4.74M0.00%−109,809−18.3%Reduced
Charles Schwab Investment Management Inc435,380$4.21M0.00%+435,380New
Conversant Capital LLC424,151$4.11M0.89%+424,151New
Point72 Asset Management, L.P.347,418$3.36M0.01%+347,418New
State Street Corp273,000$2.64M0.00%+273,000New
UBS Group AG195,778$1.90M0.00%+195,212+34,489.8%Added
Northern Trust Corp157,061$1.52M0.00%+157,061New
Wells Fargo & Company156,516$1.51M0.00%+26,143+20.1%Added
683 Capital Management, LLC150,000$1.45M0.07%−10,000−6.3%Reduced
Boothbay Fund Management, LLC122,420$1.19M0.04%+122,420New
Cubist Systematic Strategies, LLC120,691$1.17M0.01%+120,691New
Bank of New York Mellon Corp107,010$1.04M0.00%+107,010New
D. E. Shaw & Co., Inc.94,306$913.0K0.00%−70,621−42.8%Reduced
Cna Financial Corp93,747$907.0K0.24%+22,332+31.3%Added
LMR Partners LLP73,998$716.0K0.01%+73,998New
Goldman Sachs Group Inc68,850$666.0K0.00%−1,499,328−95.6%Reduced
Morgan Stanley63,173$612.0K0.00%+58,376+1,216.9%Added
Citadel Advisors LLC47,696$461.0K0.00%+24,207+103.1%Added
JPMorgan Chase & Co46,682$452.0K0.00%+22,682+94.5%Added
ExodusPoint Capital Management, LP37,161$360.0K0.00%+37,161New
Renaissance Technologies LLC31,100$301.0K0.00%+31,100New
Thompson Siegel & Walmsley LLC28,800$279.0K0.00%−102,179−78.0%Reduced
Susquehanna International Group, LLP25,983$252.0K0.00%+25,983New
Texas Capital Bank Wealth Management Services Inc25,200$244.0K0.02%00.0%Unchanged
Marshall Wace, LLP24,959$243.0K0.00%+24,959New
Cypress Wealth Services, LLC18,832$182.0K0.05%00.0%Unchanged
LPL Financial LLC18,075$175.0K0.00%+18,075New
Exos Asset Management LLC15,482$150.0K0.08%−3,114−16.7%Reduced
Victory Capital Management Inc13,819$134.0K0.00%+3,649+35.9%Added
Qube Research & Technologies Ltd12,799$124.0K0.00%+12,799New
IPG Investment Advisors LLC12,000$117.0K0.02%+12,000New
Mirabella Financial Services LLP10,888$105.0K0.01%+10,888New
Loews Corp10,609$103.0K0.00%+10,609New
Tudor Investment Corp Et Al10,479$101.0K0.00%+10,479New
Simplex Trading, LLC5,759$55.0K0.00%+5,759New
Penserra Capital Management LLC4,999$48.0K0.00%−4,572−47.8%Reduced
National Bank of Canada4,000$39.0K0.00%+4,000New
Cutler Group LP3,494$33.0K0.00%+2,300+192.6%Added
Tower Research Capital LLC (TRC)3,421$33.0K0.00%+3,421New
Huntington National Bank3,001$29.0K0.00%+3,001New
ETF Managers Group, LLC2,901$29.0K0.00%+2,901New
Advisor Group Holdings, Inc.2,000$19.0K0.00%00.0%Unchanged
Parallel Advisors, LLC1,000$10.0K0.00%00.0%Unchanged
Royal Bank of Canada702$7.00K0.00%+702New
Captrust Financial Advisors650$6.00K0.00%00.0%Unchanged
IFP Advisors, Inc405$4.00K0.00%00.0%Unchanged
State of Wyoming285$3.00K0.00%+30+11.8%Added
Bank of America Corp221$2.00K0.00%−3,079−93.3%Reduced
West Oak Capital, LLC100$1.00K0.00%+100New
Quantbot Technologies LP153$1.00K0.00%+153New
Eminence Capital, LP0$00.00%−1,847,513−100.0%Sold out
Empyrean Capital Partners, LP0$00.00%−1,500,000−100.0%Sold out
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners0$00.00%−1,500,000−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−350,000−100.0%Sold out
Millennium Management LLC0$00.00%−317,540−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−250,000−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−193,578−100.0%Sold out
HighTower Advisors, LLC0$00.00%−22,525−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−17,849−100.0%Sold out
York Capital Management Global Advisors, LLC0$00.00%−16,614−100.0%Sold out