Smartrent Inc (SMRT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Smartrent Inc (SMRT) following the 2026 Q1 hedge fund 13F filings?

As of today, SMRT has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of -7.7%. Since the quarter end (March 31, 2026), SMRT gained -24.7% vs +44.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Smartrent Inc (SMRT)

119 + Investors. Track Smart Money conviction in SMRT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SMRT

Based on 121 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added SMRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

121 funds currently hold this stock — 94% of the 3.0-year high of 129 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding SMRT is almost the same as a year ago (-3 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 51% buying

60 buying57 selling

Last quarter: 60 funds bought or added vs 57 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 32 → 17 → 28 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 38% long-term, 30% new

■ 38% conviction (2yr+) ■ 32% medium ■ 30% new

Of the 121 current holders: 46 (38%) held >2 years, 39 held 1–2 years, and 36 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💎

Buying through price weakness — shares +8%, value -21%

Value

-20%

+7%

Last quarter: funds added +8% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~21 new funds/quarter

19 → 32 → 17 → 28 → 21 new funds/Q

New funds entering each quarter: 32 → 17 → 28 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 49% veterans vs 36% newcomers

■ 49% veterans ■ 15% 1-2yr ■ 36% new

Entry-cohort mix of 123 holders: 60 (49%) are 2+ year veterans, 19 entered 1–2 years ago, and 44 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

31 of 121 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	119	119	-
13F Shares	123M	114M	7.82%
Total Value	$183M	$231M	-20.62%
New Positions	19	28	-9
Increased Positions	36	35	+1
Closed Positions	19	18	+1
Reduced Positions	38	39	-1
Total Calls	1	3	-66.67%
Total Puts	1	1	-
PUT/CALL Ratio	1.0	0.33	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

119

13F Shares

123M

114M

7.82%

Total Value

$183M

$231M

-20.62%

New Positions

-9

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

-66.67%

Total Puts

PUT/CALL Ratio

1.0

0.33

Neutral

Institutional Holders (2026 Q1)

119 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMRT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SMRT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Blue Door Asset Management, LLC	5.61%	5,932,081	$8.9M
2	Stoic Point Capital Management LLC	3.41%	2,335,993	$3.5M
3	Northern Right Capital Management, L.P.	2.66%	4,985,800	$7.5M
4	Tikvah Management LLC	1.55%	3,335,122	$5.0M
5	Long Pond Capital, LP	0.80%	5,610,150	$8.4M
6	Worth Venture Partners, LLC	0.55%	115,000	$172K
7	Punch & Associates Investment Management, INC.	0.44%	5,032,880	$7.5M
8	Kim, LLC	0.41%	2,656,173	$4.0M
9	GatePass Capital, LLC	0.41%	579,022	$869K
10	Dimension Capital Management LLC	0.24%	1,159,135	$1.7M
11	Oaktree Capital Management LP	0.18%	7,505,294	$11.3M
12	Quantessence Capital LLC	0.12%	15,949	$24K
13	Argos Wealth Advisors, LLC	0.09%	208,913	$313K
14	Ancora Advisors LLC	0.08%	2,581,473	$3.9M
15	Kennedy Capital Management LLC	0.08%	2,564,082	$3.8M
16	R Squared Ltd	0.06%	78,481	$118K
17	Mozayyx Management LLC	0.06%	40,000	$60K
18	CTC Alternative Strategies, Ltd.	0.06%	17,241	$26K
19	Catalyst Funds Management Pty Ltd	0.06%	229,800	$345K
20	Royce & Associates LP	0.04%	2,624,571	$3.9M
21	Sage Investment Counsel LLC	0.02%	15,000	$22K
22	Oasis Advisors, LLC	0.02%	22,368	$45K
23	Diametric Capital, LP	0.02%	55,858	$84K
24	J. Goldman & Co LP	0.02%	493,205	$740K
25	Quinn Opportunity Partners LLC	0.02%	220,100	$330K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Smartrent Inc (SMRT)

What does the Smart Money Trend signal show for SMRT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SMRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMRT?

Slight buying edge — 51% buying: Last quarter: 60 funds bought or added vs 57 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SMRT holders?

Strong quality — 36% AUM from major funds: 31 of 121 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SMRT?

Mixed — 38% long-term, 30% new: Of the 121 current holders: 46 (38%) held >2 years, 39 held 1–2 years, and 36 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Smartrent Inc (SMRT) following the 2026 Q1 hedge fund 13F filings?

As of today, SMRT has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of -7.7%. Since the quarter end (March 31, 2026), SMRT has gained -24.7% vs +44.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Smartrent Inc (SMRT)

Smart Money Signals — SMRT

Buying streak — 2 quarters in a row

High ownership — 94% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 51% buying

Fewer new buyers each quarter (-7 vs last Q)

Mixed — 38% long-term, 30% new

Buying through price weakness — shares +8%, value -21%

Steady discovery — ~21 new funds/quarter

Veteran-anchored — 49% veterans vs 36% newcomers

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — SMRT

Hedge Fund Ownership: SMRT

Market Analysis: SMRT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SMRT

Is It Too Late to Buy Smartrent Inc (SMRT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SMRT

Statistics: SMRT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Smartrent Inc (SMRT)

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