SMRT
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All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +8 | 73.89M | $87.96M | +14 | −6 |
| Q1 2026 | 53 | -1 | 72.58M | $108.82M | +2 | −3 |
| Q4 2025 | 54 | +1 | 68.90M | $139.17M | +1 | — |
| Q3 2025 | 15 | -1 | 39.99M | $56.39M | — | −2 |
| Q2 2025 | 14 | 0 | 38.03M | $37.65M | +1 | −1 |
| Q1 2025 | 11 | +1 | 23.38M | $28.29M | +1 | — |
| Q4 2024 | 10 | -1 | 18.75M | $32.82M | +1 | −2 |
| Q3 2024 | 10 | +1 | 15.37M | $26.60M | +1 | — |
| Q2 2024 | 9 | — | 13.84M | $33.09M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Oaktree Capital Management ✦ | 7.51M | — | $17.94M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 4.27M | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 4.27M | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 655.39K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 655.39K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 527.22K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 250.00K | — | $597,500 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 204.41K | — | $488,530 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 197.70K | — | $472,503 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 172.45K | — | $412,164 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 172.45K | — | $412,164 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 172.45K | — | $412,164 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 61.81K | — | $148,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 121 holders, 123.12M shares, $182.87M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 15.00K sh @ 1.36 · $20,475
Director · 40.00K sh @ 1.40 · $55,920
Director · 5.00K sh @ 1.34 · $6,700
Officer, Director · Chief Executive… · 100.00K sh @ 1.42 · $142,260
Director · 107.00K sh @ 1.43 · $152,625
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology