SmartRent

SMRT • NYSE

SmartRent is a software - application company in the technology sector on NYSE, led by Michael Shane Paladin, with a market cap of $391.6M. As of Q3 2025, 58% of shares are held by 107 institutional investors, with CITIGROUP INC as the largest holder at 8.33%.

President and Chief Executive OfficerMichael Shane Paladin

Market Cap$391.6M

Software - Application

Technology

Employees526.0

Websitesmartrent.com

Country

United States of America

Overview

Overview of institutional ownership in SMRT as of Q3 2025 with a market cap of $265.2M

All Institutions

Institutions: 107
Value Held: $153.2M
Shares Held: 108.7M
Avg Position: $1.4M
Median Position: $128.2K

Hedge Funds

Hedge Funds: 21
Value Held: $49.8M
Shares Held: 35.3M
Avg Position: $2.4M
Median Position: $680.4K

Ownership Breakdown

Institutional (non-HF)

38.99%

$103.4M

Hedge Funds

18.79%

$49.8M

Retail & Other

42.22%

$112.0M

Based on market cap of $265.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SMRT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
CITIGROUP INC Institution	Jane Fraser CEO	$22.1M 0.02% of portfolio	8.33% 15.7M shares	Q1 2022 Held for 3y 8m	$144.32B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$17.5M 0.00% of portfolio	6.59% 12.4M shares	Q3 2021 Held for 4y 2m	$6.69T
UBS Group AG Institution	Sergio P. Ermotti CEO	$14.7M 0.00% of portfolio	5.56% 10.4M shares	Q2 2021 Held for 4y 5m	$511.54B
OAKTREE CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy	Armen Ryan Panossian CEO	$10.6M 0.22% of portfolio	3.99% 7.5M shares	Q1 2022 Held for 3y 8m	$4.7B
Long Pond Capital, LP Hedge Fund•Long/Short	John Peter Khoury Managing Partner	$8.6M 0.56% of portfolio	3.23% 6.1M shares	Q3 2021 Held for 4y 2m	$1.5B
Blue Door Asset Management, LLC Hedge Fund•Long/Short	Michael Jay Luddy Managing Partner	$7.5M 4.26% of portfolio	2.84% 5.3M shares	Q2 2022 Held for 3y 5m	$176.7M
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$5.1M 0.00% of portfolio	1.94% 3.6M shares	Q1 2023 Held for 2y 8m	$121.98B
T Tikvah Management LLC Institution	-	$4.7M 1.42% of portfolio	1.77% 3.3M shares	Q2 2021 Held for 4y 5m	$330.6M
S Starwood Capital Group Management, L.L.C. Institution	-	$4.2M 2.40% of portfolio	1.60% 3.0M shares	Q1 2022 Held for 3y 8m	$176.4M
Marshall Wace LLP Institution	Diana Lj Harrison President	$4.2M 0.00% of portfolio	1.57% 3.0M shares	Q3 2024 Held for 1y 2m	$90.3B

Net Capital Flow

Institutional buying and selling activity for SMRT in Q3 2025

Traded: +$11.9M
Buyers: 50
Sellers: 58
Total Bought: +$28.6M
Total Sold: −$16.6M
Avg Position: $1.2M

Biggest Buyers

Institution	Net Bought	Current Position
CITIGROUP INC Institution	+$5.5M +3.9M shares	$22.1M 15.7M shares
MAK CAPITAL ONE LLC Hedge Fund•Multi-Strategy	+$4.0M +2.9M shares	$4.0M 2.9M shares
K KIM, LLC Institution	+$3.7M +2.7M shares	$3.7M 2.7M shares
B Becker Drapkin Management, L.P. Hedge Fund•Long/Short	+$3.7M +2.7M shares	$3.7M 2.7M shares
UBS Group AG Institution	+$3.3M +2.3M shares	$14.7M 10.4M shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	+$2.2M +1.5M shares	$3.0M 2.2M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$1.0M +721.8K shares	$5.1M 3.6M shares
Blue Door Asset Management, LLC Hedge Fund•Long/Short	+$740.3K +525.0K shares	$7.5M 5.3M shares
R ROYCE & ASSOCIATES LLC Institution	+$709.2K +503.0K shares	$1.9M 1.4M shares
Marshall Wace LLP Institution	+$423.4K +300.3K shares	$4.2M 3.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
Long Pond Capital, LP Hedge Fund•Long/Short	−$5.6M −4.0M shares	$8.6M 6.1M shares
GOLDMAN SACHS GROUP INC Institution	−$2.0M −1.4M shares	$3.4M 2.4M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.6M −1.1M shares	$680.4K 482.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$1.4M −1.0M shares	$859.4K 609.5K shares
D D. E. Shaw & Co., Inc. Institution	−$768.1K −775.8K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$656.1K −465.3K shares	$2.2M 1.5M shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	−$603.5K −428.0K shares	$1.8M 1.3M shares
B BlackRock, Inc. Institution	−$529.9K −375.8K shares	$3.8M 2.7M shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$409.2K −290.2K shares	$1.7M 1.2M shares
VANGUARD GROUP INC Institution	−$336.3K −238.5K shares	$17.5M 12.4M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SMRT in Q3 2025

New Positions: 9
New Value: $8.0M
Exited Positions: 24
Exited Value: $2.0M

New Positions

Institution	Position Value
MAK CAPITAL ONE LLC Hedge Fund•Multi-Strategy	$4.0M 2.9M shares
B Becker Drapkin Management, L.P. Hedge Fund•Long/Short	$3.7M 2.7M shares
T THOMPSON DAVIS & CO., INC. Institution	$76.1K 54.0K shares
FRANKLIN RESOURCES INC Institution	$42.8K 30.3K shares
Kanen Wealth Management LLC RIA/Wealth	$25.6K 18.1K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$24.5K 17.4K shares
Banco BTG Pactual S.A. Private Equity	$22.8K 16.2K shares
Fortitude Family Office, LLC Family Office	$835.0 592.0 shares
O Optiver Holding B.V. Institution	$48.0 34.0 shares

Exited Positions

Institution	Previous Position
D D. E. Shaw & Co., Inc. Institution	$768.1K 775.8K shares
B Brevan Howard Capital Management LP Institution	$308.3K 311.4K shares
Y Y-Intercept Ltd Institution	$266.4K 269.1K shares
Aster Capital Management Ltd RIA/Wealth	$223.0K 225.3K shares
T Tower Research Capital LLC Institution	$94.2K 95.1K shares
Laurion Capital Management LP Hedge Fund•Multi-Strategy	$62.0K 62.7K shares
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$46.6K 47.0K shares
J Jump Financial, LLC Institution	$41.8K 42.3K shares
C CANTOR FITZGERALD, L. P. Institution	$39.6K 40.0K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$19.3K 19.5K shares

Options Activity

Institutions with the largest Call and Put options positions in SMRT as of Q3 2025

Call Positions: 3
Call Value: $200.4K
Put Positions: 1
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$141.1K 1.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$36.9K 262.0 contracts
J JANE STREET GROUP, LLC Institution	$22.3K 158.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with SMRT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Blue Door Asset Management, LLC Hedge Fund•Long/Short	Michael Jay Luddy Managing Partner	4.26% $7.5M	2.84% 5.3M shares	Q2 2022 Held for 3y 5m	$176.7M
S Starwood Capital Group Management, L.L.C. Institution	-	2.40% $4.2M	1.60% 3.0M shares	Q1 2022 Held for 3y 8m	$176.4M
T Tikvah Management LLC Institution	-	1.42% $4.7M	1.77% 3.3M shares	Q2 2021 Held for 4y 5m	$330.6M
B Becker Drapkin Management, L.P. Hedge Fund•Long/Short	Richard Benjamin Billig COO	1.16% $3.7M	1.41% 2.7M shares	Q3 2025 Held for 2 months	$323.1M
K KIM, LLC Institution	-	0.86% $3.7M	1.41% 2.7M shares	Q2 2022 Held for 3y 5m	$436.3M
MAK CAPITAL ONE LLC Hedge Fund•Multi-Strategy	Michael Anthony Kaufman CIO	0.81% $4.0M	1.52% 2.9M shares	Q3 2025 Held for 2 months	$501.3M
Long Pond Capital, LP Hedge Fund•Long/Short	John Peter Khoury Managing Partner	0.56% $8.6M	3.23% 6.1M shares	Q3 2021 Held for 4y 2m	$1.5B
DIMENSION CAPITAL MANAGEMENT PARTNERS Fund of Funds	Miguel Fernando Duenas President	0.24% $1.6M	0.62% 1.2M shares	Q2 2025 Held for 5 months	$685.4M
OAKTREE CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy	Armen Ryan Panossian CEO	0.22% $10.6M	3.99% 7.5M shares	Q1 2022 Held for 3y 8m	$4.7B
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	David Khabie-Zeitoune CEO	0.16% $1.8M	0.67% 1.3M shares	Q1 2022 Held for 3y 8m	$1.1B