Vault-13

SMARTRENT INC SMRT

COM CL A · Common Stock · CUSIP 83193G107

115 institutional holders +12 vs Q1 2023
111,474,734111.5m shares reported held*
55.7% of all shares outstanding*
$426.8mreported value*
22 new 48 added 22 reduced 10 sold out net bought ≈ $36.2m (+9.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 200.2m as of 2023-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.83. Options: 4 managers hold calls ($38.4k notional), 4 hold puts ($93.8k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 111Q4 22: 107Q1 23: 103Q2 23: 115115Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022111
Q4 2022107
Q1 2023103
Q2 2023115

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 52 bought or addedQ4 22: 46 cut or sold outQ4 22Q1 23: 49 bought or addedQ1 23: 45 cut or sold outQ1 23Q2 23: 70 bought or addedQ2 23: 32 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20225246
Q1 20234945
Q2 20237032

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$25k$50k$75k$100kQ3 22 calls: $6.0kQ3 22 puts: $51.0kQ3 22P/C 8.50Q4 22 calls: $0Q4 22 puts: $32.6kQ4 22P/C —Q1 23 calls: $14.5kQ1 23 puts: $60.7kQ1 23P/C 4.19Q2 23 calls: $38.4kQ2 23 puts: $93.8kQ2 23P/C 2.44
Numbers
QuarterCallsPutsP/C
Q3 2022$6.0k$51.0k8.50
Q4 2022$0$32.6k—
Q1 2023$14.5k$60.7k4.19
Q2 2023$38.4k$93.8k2.44

Biggest buyers

BlackRock Inc. Added +4,779,264+4.8m
VANGUARD GROUP INC Added +4,358,207+4.4m
MILLENNIUM MANAGEMENT LLC Added +1,122,998+1.1m
Waterfront Capital Partners, LLC New +816,720+816.7k
GEODE CAPITAL MANAGEMENT, LLC Added +740,776+740.8k
ROYCE & ASSOCIATES LP New +691,310+691.3k
Tikvah Management LLC Added +665,919+665.9k
STATE STREET CORP Added +664,723+664.7k
NORTHERN TRUST CORP Added +389,250+389.2k
BEACONLIGHT CAPITAL, LLC Added +385,022+385.0k

Biggest sellers

Vulcan Value Partners, LLC Reduced -3,182,683-3.2m
CITIGROUP INC Reduced -1,436,300-1.4m
Russell Investments Group, Ltd. Reduced -1,003,145-1.0m
Brandywine Global Investment Management, LLC Reduced -919,500-919.5k
GOLDMAN SACHS GROUP INC Reduced -704,870-704.9k
Long Pond Capital, LP Sold out -380,000-380.0k
J. Goldman & Co LP Sold out -373,871-373.9k
EMG Holdings, L.P. Reduced -332,749-332.7k
Boston Partners Reduced -247,312-247.3k
HarbourVest Partners LLC Sold out -220,318-220.3k

Biggest calls

GROUP ONE TRADING LLC Added $25.3k6.6k shares
SIMPLEX TRADING, LLC Added $7.0k2.0k shares
CITADEL ADVISORS LLC Reduced $6.1k1.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $54.0k14.1k shares
WOLVERINE TRADING, LLC Added $38.8k10.4k shares
SIMPLEX TRADING, LLC New $1.0k400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
CITIGROUP INC 13G · institution +2.2 pts · filed 2025-11-10 8.3% +2.2 pts 15.7m≈ $18.7m 2025-11-10
RET Ventures Strategic Fund, L.P. 13G · passive investor +0.9 pts · filed 2026-10-20 7.1% +0.9 pts 13.6m≈ $16.2m 2026-10-20
BlackRock, Inc. 13G · institution +4.3 pts · filed 2026-07-30 5.9% +4.3 pts 11.4m≈ $13.5m 2026-07-30

Fell to 5% or below in the last year: Long Pond Capital, LP (2.9%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 3 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 2 buyingQ2 22: 4 sellingQ2 22Q3 22: 1 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 2 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20213$406.7k0——
Q1 20220—0——
Q2 20222$1.2m4$824.9k—
Q3 20221$306.6k0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—2$294.0k—
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-16 DeRose-Wilson Isaiah Chief Technology Officer Sold 65,067 $3.24 $210.8k65.1k shares -92%
2023-06-14 DeRose-Wilson Isaiah Chief Technology Officer Sold 2,851 $3.50 $10.0k2.9k shares -4%
2023-05-24 Beard Alana Director Sold 12,000 $3.39 $40.7k12.0k shares -16%
2023-05-12 Beard Alana Director Sold 10,000 $3.25 $32.5k10.0k shares -18%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 18,264,23118.3m $70.0m $70.0m 0.00% Added +4.4m +4,358,207
2 BlackRock Inc. 0.00% of their portfolio New York, NY 13,499,40613.5m $51.7m $51.7m 0.00% Added +4.8m +4,779,264
3 Vulcan Value Partners, LLC 0.51% of their portfolio BIRMINGHAM, AL 10,609,24410.6m $40.6m $40.6m 0.51% Reduced -3.2m -3,182,683
4 CITIGROUP INC 0.04% of their portfolio NEW YORK, NY 8,244,1208.2m $31.6m $31.6m 0.04% Reduced -1.4m -1,436,300
5 OAKTREE CAPITAL MANAGEMENT LP 0.39% of their portfolio LOS ANGELES, CA 7,505,2947.5m $28.7m $28.7m 0.39% Unchanged
6 ACK Asset Management LLC 2.82% of their portfolio GREENWICH, CT 5,905,0005.9m $22.6m $22.6m 2.82% Unchanged
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 4,249,2194.2m $16.3m $16.3m 0.00% Added +664.7k +664,723
8 Old West Investment Management, LLC 7.38% of their portfolio Los Angeles, CA 3,680,2223.7m $14.1m $14.1m 7.38% Added +47.1k +47,117
9 Tikvah Management LLC 4.34% of their portfolio Charlotte, NC 3,335,1223.3m $12.8m $12.8m 4.34% Added +665.9k +665,919
10 Land & Buildings Investment Management, LLC 2.58% of their portfolio STAMFORD, CT 3,195,2093.2m $12.2m $12.2m 2.58% Added +89.9k +89,916
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 3,025,2333.0m $11.6m $11.6m 0.00% Added +740.8k +740,776
12 Starwood Capital Group Management, L.L.C. 18.20% of their portfolio MIAMI BEACH, FL 3,000,0003.0m $11.5m $11.5m 18.20% Unchanged
13 KIM, LLC 0.87% of their portfolio WICHITA, KS 2,656,1732.7m $10.2m $10.2m 0.87% Unchanged
14 BAMCO INC /NY/ 0.02% of their portfolio NEW YORK, NY 2,229,4152.2m $8.5m $8.5m 0.02% Unchanged
15 Blue Door Asset Management, LLC 6.09% of their portfolio STAMFORD, CT 1,985,0502.0m $7.6m $7.6m 6.09% Added +80.0k +80,000
16 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 1,853,3451.9m $7.1m $7.1m 0.01% Added +1.1m +1,122,998
17 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 1,671,9021.7m $6.4m $6.4m 0.01% Reduced -1.0m -1,003,145
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,548,5951.5m $5.9m $5.9m 0.00% Added +389.2k +389,250
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 1,069,5811.1m $4.1m $4.1m 0.00% Added +153.8k +153,797
20 BEACONLIGHT CAPITAL, LLC 1.81% of their portfolio New York, NY 977,049977.0k $3.7m $3.7m 1.81% Added +385.0k +385,022
21 Brandywine Global Investment Management, LLC 0.03% of their portfolio PHILADELPHIA, PA 911,700911.7k $3.5m $3.5m 0.03% Reduced -919.5k -919,500
22 Waterfront Capital Partners, LLC 0.26% of their portfolio NEW YORK, NY 816,720816.7k $3.1m $3.1m 0.26% New
23 ROYCE & ASSOCIATES LP 0.03% of their portfolio New York, NY 691,310691.3k $2.6m $2.6m 0.03% New
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 630,642630.6k $2.4m $2.4m 0.00% Added +185.5k +185,480
25 AMAZON COM INC 0.08% of their portfolio SEATTLE, WA 626,893626.9k $2.4m $2.4m 0.08% Unchanged
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 571,179571.2k $2.2m $2.2m 0.00% Added +166.0k +166,024
27 Boston Partners 0.00% of their portfolio BOSTON, MA 487,177487.2k $1.9m $1.9m 0.00% Reduced -247.3k -247,312
28 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 417,394417.4k $1.6m $1.6m 0.00% Added +20.6k +20,608
29 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 412,966413.0k $1.6m $1.6m 0.00% Added +85.2k +85,202
30 ESSEX INVESTMENT MANAGEMENT CO LLC 0.21% of their portfolio BOSTON, MA 384,265384.3k $1.5m $1.5m 0.21% New
31 First Eagle Investment Management, LLC 0.00% of their portfolio NEW YORK, NY 372,998373.0k $1.4m $1.4m 0.00% New
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 362,334362.3k $1.4m $1.4m 0.00% Added +127.5k +127,540
33 Swiss National Bank 0.00% of their portfolio ZURICH, V8 347,200347.2k $1.3m $1.3m 0.00% Added +68.9k +68,900
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 346,453346.5k $1.3m $1.3m 0.00% Reduced -704.9k -704,870
35 GSA CAPITAL PARTNERS LLP 0.13% of their portfolio LONDON, X0 333,853333.9k $1.3m $1.3m 0.13% Added +151.9k +151,908
36 Caprock Group, LLC 0.09% of their portfolio BOISE, ID 315,000315.0k $1.2m $1.2m 0.09% Unchanged
37 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 295,184295.2k $1.1m $1.1m 0.00% New
38 PRELUDE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio NEW YORK, NY 287,845287.8k $1.1m $1.1m 0.09% Added +136.1k +136,120
39 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 250,524250.5k $959.5k $959.5k 0.00% Added +98.1k +98,131
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 220,130220.1k $843.1k $843.1k 0.00% Added +63.8k +63,835
41 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 201,651201.7k $772.3k $772.3k 0.00% Added +43.3k +43,310
42 ADVISORY RESEARCH INC 0.09% of their portfolio CHICAGO, IL 187,986188.0k $720.0k $720.0k 0.09% New
43 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 184,295184.3k $705.9k $705.9k 0.00% Added +74.9k +74,890
44 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 151,930151.9k $581.9k $581.9k 0.00% Reduced -12.2k -12,182
45 Schechter Investment Advisors, LLC 0.05% of their portfolio BIRMINGHAM, MI 150,912150.9k $578.0k $578.0k 0.05% Unchanged
46 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 142,540142.5k $545.9k $545.9k 0.00% Added +16.2k +16,240
47 Legato Capital Management LLC 0.07% of their portfolio San Francisco, CA 142,396142.4k $545.4k $545.4k 0.07% New
48 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 139,704139.7k $535.1k $535.1k 0.00% Added +32.5k +32,543
49 Luxor Capital Group, LP 0.05% of their portfolio NEW YORK, NY 127,905127.9k $489.9k $489.9k 0.05% Reduced -8.0k -8,029
50 Legal & General Group Plc 0.00% of their portfolio London, X0 127,134127.1k $486.9k $486.9k 0.00% Added +75.4k +75,387
51 EMG Holdings, L.P. 0.27% of their portfolio OLD GREENWICH, CT 118,036118.0k $452.1k $452.1k 0.27% Reduced -332.7k -332,749
52 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 107,118107.1k $410.3k $410.3k 0.00% New
53 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 98,94098.9k $378.9k $378.9k 0.00% Added +32.0k +32,029
54 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 96,49596.5k $369.6k $369.6k 0.00% Added +82.2k +82,229
55 XTX Topco Ltd 0.06% of their portfolio LONDON, X0 91,75691.8k $351.4k $351.4k 0.06% New
56 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 91,00091.0k $348.5k $348.5k 0.01% New
57 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 88,72188.7k $339.8k $339.8k 0.00% Added +30.2k +30,200
58 TELEMUS CAPITAL, LLC 0.03% of their portfolio Southfield, MI 87,47287.5k $335.0k $335.0k 0.03% Unchanged
59 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 80,97381.0k $310.1k $310.1k 0.00% Added +55.4k +55,387
60 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 79,43179.4k $202.5k $202.5k 0.00% Unchanged
61 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 73,62573.6k $282.0k $282.0k 0.00% Added +22.7k +22,662
62 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 73,12273.1k $280.1k $280.1k 0.00% Added +23.9k +23,898
63 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 71,36871.4k $273.3k $273.3k 0.00% Reduced -8.3k -8,343
64 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 70,83070.8k $271.3k $271.3k 0.00% Added +13.7k +13,719
65 State of Wyoming 0.08% of their portfolio CHEYENNE, WY 70,11170.1k $268.5k $268.5k 0.08% New
66 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 65,41965.4k $250.6k $250.6k 0.00% Added +4.2k +4,200
67 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 62,98763.0k $241.2k $241.2k 0.00% New
68 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 52,69752.7k $201.8k $201.8k 0.00% Reduced -4.4k -4,352
69 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 52,33052.3k $200.4k $200.4k 0.00% New
70 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 50,54150.5k $193.3k $193.3k 0.00% Added +25 +25
71 Utah Retirement Systems 0.00% of their portfolio SALT LAKE CITY, UT 49,58249.6k $189.9k $189.9k 0.00% Reduced -120.5k -120,500
72 Schusterman Interests, LLC 0.28% of their portfolio Tulsa, OK 46,59046.6k $178.4k $178.4k 0.28% Unchanged
73 ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio PHOENIX, AZ 44,79644.8k $171.6k $171.6k 0.00% Added +7.4k +7,439
74 JGP Wealth Management, LLC 0.02% of their portfolio BEND, OR 38,06538.1k $145.8k $145.8k 0.02% Reduced -25.0k -25,000
75 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 37,50037.5k $143.6k $143.6k 0.00% New
76 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 37,34937.3k $144.0k $144.0k 0.00% Added +15.1k +15,107
77 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 35,00035.0k $134.0k $134.0k 0.00% Unchanged
78 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 34,26134.3k $131.2k $131.2k 0.00% Added +5.8k +5,846
79 Versor Investments LP 0.02% of their portfolio New York, NY 34,05434.1k $130.4k $130.4k 0.02% Reduced -58.5k -58,500
80 OXFORD FINANCIAL GROUP, LTD. LLC 0.01% of their portfolio INDIANAPOLIS, IN 32,96333.0k $126.2k $126.2k 0.01% Unchanged
81 OLIO Financial Planning 0.06% of their portfolio MCLEAN, VA 32,40732.4k $124.1k $124.1k 0.06% New
82 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 27,27127.3k $104.4k $104.4k 0.00% Added +20.8k +20,817
83 Texas Capital Bank Wealth Management Services Inc 0.01% of their portfolio Dallas, TX 25,20025.2k $96.5k $96.5k 0.01% Unchanged
84 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 23,97324.0k $91.8k $91.8k 0.00% Added +9.7k +9,702
85 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 20,23120.2k $78.0k $78.0k 0.00% Added +10.0k +10,020
86 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 19,56919.6k $74.9k $74.9k 0.00% Added +6.0k +6,040
87 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 16,72216.7k $64.0k $64.0k 0.00% Reduced -390 -390
88 Aljian Capital Management, LLC 0.03% of their portfolio CARSON CITY, NV 15,85315.9k $60.7k $60.7k 0.03% Unchanged
89 SIMON QUICK ADVISORS, LLC 0.01% of their portfolio MORRISTOWN, NJ 15,32615.3k $58.7k $58.7k 0.01% Added +3.0k +2,979
90 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 15,22215.2k $58.0k $58.0k 0.00% Reduced -1.6k -1,593
91 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 15,22115.2k $58.3k $58.3k 0.00% Added +6.3k +6,296
92 PICTET ASSET MANAGEMENT SA 0.00% of their portfolio GENEVA 73, V8 13,22713.2k $50.7k $50.7k 0.00% New
93 Bayesian Capital Management, LP 0.01% of their portfolio Brooklyn, NY 13,09513.1k $50.2k $50.2k 0.01% New
94 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,07313.1k $50.1k $50.1k 0.00% Reduced -59.5k -59,458
95 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 12,60912.6k $48.3k $48.3k 0.00% Reduced -3.6k -3,635
96 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 11,96612.0k $46.0k $46.0k 0.00% Reduced -2.4k -2,374
97 BAROMETER CAPITAL MANAGEMENT INC. 0.01% of their portfolio TORONTO, A6 11,80011.8k $45.2k $45.2k 0.01% New
98 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 11,15011.2k $42.7k $42.7k 0.00% New
99 XPONANCE LLC 0.00% of their portfolio PHILADELPHIA, PA 10,88910.9k $41.7k $41.7k 0.00% New
100 Metropolitan Life Insurance Co/NY 0.00% of their portfolio New York, NY 10,25310.3k $39.3k $39.3k 0.00% Added +3.2k +3,232