Smartrent, Inc.: which funds bought and sold

Institutions that bought and sold Smartrent shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 68 institutions that filed 13F reports for both quarters added to or opened positions in Smartrent, and 60 cut or closed them. Together they added a net 3.4M shares, +2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 6.5M shares (−31.0%); index fund managers were net buyers of 15.1M shares (+76.8%). 32 opened a new position and 25 sold out entirely.

Bought, Q2 2026 68 institutions, 32 of them new holders Sold, Q2 2026 60 institutions, 25 of them sold out

Net change, all compared +3.4M shares (+2.8%)

Net change, active managers −6.5M shares (−31.0%), 15 bought, 20 sold

Buyers versus sellers

institutions compared, 153

68 bought 25 60 sold

Active managers and hedge funds 15 bought · 20 sold · −6.5M

Index fund managers 9 bought · 2 sold · +15.1M

Other institutions 44 bought · 38 sold · −5.3M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+8.7M +314.5%	11.4M	$13.6M
Dimension Capital Management LLC	+4.8M +415.3%	6.0M	$7.1M
Geode Capital Management, LLC Index funds	+2.5M +124.0%	4.5M	$5.3M
Vanguard Portfolio Management LLC Index funds	+1.3M +29.8%	5.5M	$6.5M
State Street Corp Index funds	+1.1M +123.7%	2.0M	$2.4M
Northern Trust Corp Index funds	+1.0M +146.1%	1.7M	$2M
Cerity Partners LLC	+905K +2324.9%	944K	$1.1M
Stoic Point Capital Management LLC	+870K +37.2%	3.2M	$3.8M
Citadel Advisors LLC Hedge fund	+860K +190.3%	1.3M	$1.6M
Bank Of New York Mellon Corp	+425K +873.8%	474K	$563,708
Charles Schwab Investment Management Inc Index funds	+401K +39.2%	1.4M	$1.7M
Squarepoint Ops LLC Hedge fund	+333K New position	333K	$395,858
Punch & Associates Investment Management, Inc.	+260K +5.2%	5.3M	$6.3M
J. Goldman & Co LP Hedge fund	+238K +48.2%	731K	$869,539
Nuveen, LLC	+226K New position	226K	$269,145
Hillsdale Investment Management Inc.	+213K New position	213K	$253,232
Renaissance Technologies LLC Hedge fund	+207K +18.2%	1.3M	$1.6M
Canada Pension Plan Investment Board	+195K New position	195K	$231,693
Deutsche Bank Ag\	+167K New position	167K	$198,682
Graham Capital Management, L.P. Hedge fund	+165K New position	165K	$196,405

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+860K +190.3%	1.3M	$1.6M
Squarepoint Ops LLC Hedge fund	+333K New position	333K	$395,858
J. Goldman & Co LP Hedge fund	+238K +48.2%	731K	$869,539
Renaissance Technologies LLC Hedge fund	+207K +18.2%	1.3M	$1.6M
Graham Capital Management, L.P. Hedge fund	+165K New position	165K	$196,405
Price T Rowe Associates Inc Active manager	+140K New position	140K	$168,000
Boothbay Fund Management, LLC Hedge fund	+107K +847.2%	119K	$141,760
Voleon Capital Management LP Hedge fund	+45K New position	45K	$52,987
Two Sigma Investments, LP Hedge fund	+42K +23.9%	216K	$257,562
Lighthouse Investment Partners, LLC Hedge fund	+41K +36.7%	154K	$183,258

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Bank Of America Corp	−5.2M −96.3%	202K	$240,169
Northern Right Capital Management, L.P.	−5.0M Sold out	0	—
Marshall Wace, LLP Hedge fund	−3.5M −63.0%	2.1M	$2.5M
Millennium Management LLC Hedge fund	−3.2M −98.5%	47K	$55,942
UBS Group AG	−1.2M −17.4%	5.5M	$6.6M
Jane Street Group, LLC	−1.1M −81.9%	243K	$289,512
Qube Research & Technologies Ltd Hedge fund	−664K −92.7%	52K	$61,844
Russell Investments Group, Ltd.	−417K −32.1%	883K	$1.1M
Point72 Asset Management, L.P. Hedge fund	−351K −91.6%	32K	$38,328
Royce & Associates LP Active manager	−255K −9.7%	2.4M	$2.8M
Catalyst Funds Management Pty Ltd	−230K Sold out	0	—
Dimensional Fund Advisors LP	−209K −39.1%	325K	$387,140
Sei Investments Co	−189K −53.8%	163K	$193,442
Schonfeld Strategic Advisors LLC Hedge fund	−162K −37.4%	271K	$322,428
HRT Financial LP	−142K Sold out	0	—
Goldman Sachs Group Inc	−129K −4.8%	2.6M	$3.1M
Omers Administration Corp	−128K Sold out	0	—
Jpmorgan Chase & Co	−127K −21.6%	463K	$564,852
Jacobs Levy Equity Management, Inc Active manager	−112K −6.3%	1.7M	$2M
Hudson Bay Capital Management LP Hedge fund	−103K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−3.5M −63.0%	2.1M	$2.5M
Millennium Management LLC Hedge fund	−3.2M −98.5%	47K	$55,942
Qube Research & Technologies Ltd Hedge fund	−664K −92.7%	52K	$61,844
Point72 Asset Management, L.P. Hedge fund	−351K −91.6%	32K	$38,328
Royce & Associates LP Active manager	−255K −9.7%	2.4M	$2.8M
Schonfeld Strategic Advisors LLC Hedge fund	−162K −37.4%	271K	$322,428
Jacobs Levy Equity Management, Inc Active manager	−112K −6.3%	1.7M	$2M
Hudson Bay Capital Management LP Hedge fund	−103K Sold out	0	—
AQR Capital Management LLC Hedge fund	−78K −60.7%	51K	$60,344
American Century Companies Inc Active manager	−69K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Squarepoint Ops LLCHedge fund	333K	$395,858
Nuveen, LLC	226K	$269,145
Hillsdale Investment Management Inc.	213K	$253,232
Canada Pension Plan Investment Board	195K	$231,693
Deutsche Bank Ag\	167K	$198,682
Graham Capital Management, L.P.Hedge fund	165K	$196,405
Price T Rowe Associates IncActive manager	140K	$168,000
Rhumbline AdvisersIndex funds	132K	$156,935
Metlife Investment Management, LLC	109K	$129,659
Virtu Financial LLC	64K	$76,000

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Northern Right Capital Management, L.P.	5.0M	$7.5M
Catalyst Funds Management Pty Ltd	230K	$344,700
HRT Financial LP	142K	$213,000
Omers Administration Corp	128K	$191,700
Hudson Bay Capital Management LPHedge fund	103K	$154,613
American Century Companies IncActive manager	69K	$103,563
Diametric Capital, LP	56K	$83,787
Mozayyx Management LLC	40K	$60,000
Jump Financial, LLC	34K	$51,690
CIBC Asset Management Inc	30K	$44,705

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 129
Ten largest holders: 60.7%
Index fund managers: 28.0%
Active managers and hedge funds: 11.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	15	20	7	4	−6.5M	−31.0%
Index fund managers	9	2	2	0	+15.1M	+76.8%
Other institutions	44	38	23	21	−5.3M	−6.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Smartrent.

Only managers that filed a holdings report for both quarters are compared (153 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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