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Smith Micro Software, Inc.

SMSI
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0000948708

No open-market purchases or sales by Smith Micro Software, Inc. insiders were filed in the last 90 days; 18 institutions reported holding it in 13F filings for Q2 2026, worth $1.17M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Smith Micro Software, Inc. as of Dec 31, 2025. 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
25
−4 vs. Q3 2025
Shares held
1.86M
+385.4K (+26.1%) vs. Q3 2025
Total value
$1.00M
−$62.0K (−5.8%) vs. Q3 2025
New holders
2
6 more added
Sold out
6
8 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMSI 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 2025: 25 institutions
Q1 2021: 95 institutionsQ2 2021: 81 institutionsQ3 2021: 83 institutionsQ4 2021: 82 institutionsQ1 2022: 71 institutionsQ2 2022: 67 institutionsQ3 2022: 47 institutionsQ4 2022: 47 institutionsQ1 2023: 45 institutionsQ2 2023: 46 institutionsQ3 2023: 48 institutionsQ4 2023: 44 institutionsQ1 2024: 33 institutionsQ2 2024: 26 institutionsQ3 2024: 32 institutionsQ4 2024: 30 institutionsQ1 2025: 27 institutionsQ2 2025: 26 institutionsQ3 2025: 29 institutionsQ4 2025: 25 institutionsQ1 2026: 22 institutionsQ2 2026: 18 institutions
Value heldQ4 2025: $1.00M
Q1 2021: $101.8MQ2 2021: $100.0MQ3 2021: $85.7MQ4 2021: $78.5MQ1 2022: $54.8MQ2 2022: $26.1MQ3 2022: $20.4MQ4 2022: $17.4MQ1 2023: $10.1MQ2 2023: $9.95MQ3 2023: $12.0MQ4 2023: $7.89MQ1 2024: $2.83MQ2 2024: $3.80MQ3 2024: $901.0KQ4 2024: $1.52MQ1 2025: $941.0KQ2 2025: $1.24MQ3 2025: $1.07MQ4 2025: $1.00MQ1 2026: $1.13MQ2 2026: $1.17M
Institutions holding SMSI and their total value by quarter
QuarterHoldersValue
Q2 202618$1.17M
Q1 202622$1.13M
Q4 202525$1.00M
Q3 202529$1.07M
Q2 202526$1.24M
Q1 202527$941.0K
Q4 202430$1.52M
Q3 202432$901.0K
Q2 202426$3.80M
Q1 202433$2.83M
Q4 202344$7.89M
Q3 202348$12.0M
Q2 202346$9.95M
Q1 202345$10.1M
Q4 202247$17.4M
Q3 202247$20.4M
Q2 202267$26.1M
Q1 202271$54.8M
Q4 202182$78.5M
Q3 202183$85.7M
Q2 202181$100.0M
Q1 202195$101.8M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Smith Micro Software, Inc.; share changes are against Q3 2025.

Institutions holding SMSI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pacific Ridge Capital Partners, LLC503,528$272.0K0.06%−38,939−7.2%Reduced
Vanguard Group Inc261,187$141.0K0.00%00.0%Unchanged
UBS Group AG233,836$126.3K0.00%+229,013+4,748.4%Added
Geode Capital Management, LLC212,813$115.0K0.00%+30,410+16.7%Added
Citadel Advisors LLC202,877$109.6K0.00%+125,074+160.8%Added
Renaissance Technologies LLC110,745$59.8K0.00%+32,604+41.7%Added
DRW Securities, LLC74,938$40.5K0.00%+74,938New
BlackRock, Inc.45,320$24.5K0.00%−3,790−7.7%Reduced
XTX Topco Ltd38,944$21.0K0.00%−3,931−9.2%Reduced
Virtu Financial LLC34,027$18.0K0.00%+34,027New
Northern Trust Corp31,016$16.8K0.00%00.0%Unchanged
State Street Corp25,422$13.7K0.00%00.0%Unchanged
Raymond James Financial Inc20,519$11.1K0.00%−2,832−12.1%Reduced
Johnson Investment Counsel Inc15,818$8.54K0.00%00.0%Unchanged
Two Sigma Securities, LLC15,461$8.35K0.00%+3,145+25.5%Added
Jane Street Group, LLC13,852$7.48K0.00%−266−1.9%Reduced
Wells Fargo & Company10,743$5.80K0.00%−625−5.5%Reduced
Group One Trading, L.P.9,472$5.12K0.00%00.0%Unchanged
Bank of America Corp191$1030.00%+35+22.4%Added
Advisor Group Holdings, Inc.43$230.00%−15,117−99.7%Reduced
New England Capital Financial Advisors LLC31$170.00%00.0%Unchanged
Morgan Stanley11$60.00%−12,699−99.9%Reduced
JPMorgan Chase & Co10$50.00%00.0%Unchanged
Danske Bank A/S1$10.00%00.0%Unchanged
Russell Investments Group, Ltd.2$10.00%00.0%Unchanged
Susquehanna International Group, LLP0$00.00%−42,780−100.0%Sold out
Two Sigma Investments, LP0$00.00%−22,741−100.0%Sold out
Barclays PLC0$00.00%−84−100.0%Sold out
Citigroup Inc0$00.00%−25−100.0%Sold out
Allworth Financial LP0$00.00%−6−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−2−100.0%Sold out