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 2023
Institutional positions in SmartRent, Inc. as of Dec 31, 2023. 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
- 123
- +9 vs. Q3 2023
- Shares held
- 121.1M
- +4.63M (+4.0%) vs. Q3 2023
- Total value
- $386.3M
- +$82.3M (+27.1%) vs. Q3 2023
- New holders
- 17
- 52 more added
- Sold out
- 8
- 24 more reduced
Compare with Q3 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 129 | $149.8M |
| Q1 2026 | 124 | $185.7M |
| Q4 2025 | 123 | $230.9M |
| Q3 2025 | 109 | $153.8M |
| Q2 2025 | 117 | $103.1M |
| Q1 2025 | 127 | $147.2M |
| Q4 2024 | 124 | $199.0M |
| Q3 2024 | 130 | $200.6M |
| Q2 2024 | 124 | $302.4M |
| Q1 2024 | 126 | $346.0M |
| Q4 2023 | 123 | $386.3M |
| Q3 2023 | 114 | $303.9M |
| Q2 2023 | 114 | $426.8M |
| Q1 2023 | 103 | $257.9M |
| Q4 2022 | 107 | $232.2M |
| Q3 2022 | 111 | $210.2M |
| Q2 2022 | 97 | $487.8M |
| Q1 2022 | 78 | $478.0M |
| Q4 2021 | 70 | $786.7M |
| Q3 2021 | 49 | $923.5M |
| Q2 2021 | 58 | $405.0M |
| Q1 2021 | 79 | $320.7M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding SmartRent, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,068,048 | $3.41M | 0.00% | +341,261+47.0% | Added |
| Royce & Associates LP | 1,263,476 | $4.03M | 0.04% | +124,300+10.9% | Added |
| Beaconlight Capital, LLC | 1,417,192 | $4.52M | 2.13% | +678,354+91.8% | Added |
| Charles Schwab Investment Management Inc | 1,445,217 | $4.61M | 0.00% | +41,682+3.0% | Added |
| Russell Investments Group, Ltd. | 1,530,209 | $4.88M | 0.01% | −14,431−0.9% | Reduced |
| Northern Trust Corp | 1,719,387 | $5.48M | 0.00% | +31,520+1.9% | Added |
| Dimensional Fund Advisors LP | 1,890,755 | $6.03M | 0.00% | +791,488+72.0% | Added |
| Bamco Inc | 1,925,930 | $6.14M | 0.02% | +3,888+0.2% | Added |
| Kim, LLC | 2,656,173 | $8.47M | 0.87% | 00.0% | Unchanged |
| Starwood Capital Group Management, L.L.C. | 3,000,000 | $9.57M | 16.89% | 00.0% | Unchanged |
| Land & Buildings Investment Management, LLC | 3,087,270 | $9.85M | 2.26% | −413,449−11.8% | Reduced |
| Blue Door Asset Management, LLC | 3,125,581 | $9.97M | 7.34% | +16,150+0.5% | Added |
| Long Pond Capital, LP | 3,169,810 | $10.1M | 0.81% | −239,512−7.0% | Reduced |
| Tikvah Management LLC | 3,335,122 | $10.6M | 3.65% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 3,501,040 | $11.2M | 5.74% | −172,724−4.7% | Reduced |
| Geode Capital Management, LLC | 3,925,259 | $12.5M | 0.00% | +216,422+5.8% | Added |
| State Street Corp | 4,079,939 | $13.0M | 0.00% | −489,902−10.7% | Reduced |
| ACK Asset Management LLC | 6,080,400 | $19.4M | 2.33% | +175,400+3.0% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 7,505,294 | $23.9M | 0.38% | 00.0% | Unchanged |
| Citigroup Inc | 7,854,739 | $25.1M | 0.03% | −200,579−2.5% | Reduced |
| Vulcan Value Partners, LLC | 9,817,910 | $31.3M | 0.46% | −613,273−5.9% | Reduced |
| BlackRock Inc. | 14,918,760 | $47.6M | 0.00% | +744,968+5.3% | Added |
| Vanguard Group Inc | 19,857,242 | $63.3M | 0.00% | +713,493+3.7% | Added |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −185,246−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −63,705−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −35,274−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,188−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −15,665−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −12,239−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |