SmartRent, Inc. (SMRT) shareholders
SMRTNYSEServices-Computer Integrated Systems DesignFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 4, 2026Score 10/3031% below fair value
$1.59−0.08 (-4.79%)
Close on Nov 13, 2026Market cap $304.66MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
65.7%
126M of 192M shares
Institutional holders
130
33 new, 26 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
28 buys · 0 sales
Net bought $2.33M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Citigroup Inc. Joint filing with Citigroup Global Markets Inc. (8.30%), Citigroup Financial Products Inc. (8.30%) and 1 more | 15,672,936 | 8.30% | 13G (passive) amendment | Sep 30, 2025 |
| John Hanson Helm Joint filing with Christopher J. Yip (6.00%) | 13,643,999 | 7.10% | 13G (passive) amendment | Sep 30, 2026 |
| Citigroup Financial Products Inc. Joint filing with Citigroup Global Markets Holdings Inc. (6.10%), Citigroup Inc. (6.10%) and 1 more | 11,731,099 | 6.10% | 13G (passive) | Dec 31, 2024 |
| John Helm Joint filing with Christopher Yip (5.10%) | 11,576,328 | 6.20% | 13G (passive) | Jun 24, 2025 |
| BlackRock, Inc. | 11,355,862 | 5.90% | 13G (passive) | Jun 30, 2026 |
| Long Pond Capital, LP Joint filing with Long Pond Capital GP, LLC (5.23%), John Khoury (5.23%) | 10,066,093 | 5.23% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SMRT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Citigroup Inc | 15,964,954 | 8.33% | $19.00M | +79,372 | 0.01% |
| BlackRock, Inc. | 11,427,326 | 5.96% | $13.60M | +8,670,527 | 0.00% |
| Oaktree Capital Management LP | 7,505,294 | 3.92% | $8.93M | – | 0.12% |
| Vanguard Capital Management LLC | 6,954,302 | 3.63% | $8.28M | −14,860 | 0.00% |
| Dimension Capital Management LLC | 5,973,595 | 3.12% | $7.11M | +4,814,460 | 0.83% |
| Blue Door Asset Management, LLC | 5,932,081 | 3.10% | $7.06M | – | 3.33% |
| Long Pond Capital, LP | 5,610,150 | 2.93% | $6.68M | – | 0.64% |
| UBS Group AG | 5,538,282 | 2.89% | $6.59M | −1,168,654 | 0.00% |
| Vanguard Portfolio Management LLC | 5,492,147 | 2.87% | $6.54M | +1,259,956 | 0.00% |
| Punch & Associates Investment Management, Inc. | 5,292,880 | 2.76% | $6.30M | +260,000 | 0.31% |
| Geode Capital Management, LLC | 4,489,376 | 2.34% | $5.34M | +2,485,208 | 0.00% |
| Tikvah Management LLC | 3,335,000 | 1.74% | $3.97M | −122 | 1.21% |
| Stoic Point Capital Management LLC | 3,206,034 | 1.67% | $3.82M | +870,041 | 3.16% |
| Kim, LLC | 2,656,173 | 1.39% | $3.16M | – | 0.32% |
| Goldman Sachs Group Inc | 2,577,182 | 1.35% | $3.07M | −129,319 | 0.00% |
| Kennedy Capital Management LLC | 2,516,514 | 1.31% | $2.99M | −47,568 | 0.05% |
| Morgan Stanley | 2,439,586 | 1.27% | $2.90M | −59,283 | 0.00% |
| Royce & Associates LP | 2,369,571 | 1.24% | $2.82M | −255,000 | 0.02% |
| Marshall Wace, Llp | 2,073,922 | 1.08% | $2.47M | −3,536,787 | 0.00% |
| State Street Corp | 1,991,328 | 1.04% | $2.37M | +1,101,259 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 130 | 126M | 65.7% | 33 / 36 | 36 / 26 | 27M | 25M |
| Q1 2026 | 124 | 124M | 64.6% | 21 / 36 | 39 / 18 | 32M | 11M |
| Q4 2025 | 123 | 114M | 59.6% | 31 / 35 | 40 / 14 | 19M | 14M |
| Q3 2025 | 109 | 109M | 57.1% | 17 / 30 | 37 / 25 | 18M | 13M |
| Q2 2025 | 117 | 104M | 54.4% | 31 / 35 | 28 / 40 | 20M | 37M |
| Q1 2025 | 127 | 122M | 63.6% | 19 / 36 | 36 / 14 | 14M | 5M |
| Q4 2024 | 124 | 114M | 59.3% | 26 / 27 | 41 / 32 | 6M | 8M |
| Q3 2024 | 130 | 116M | 60.6% | 26 / 45 | 26 / 19 | 27M | 22M |
| Q2 2024 | 124 | 127M | 66.1% | 22 / 53 | 23 / 23 | 17M | 20M |
| Q1 2024 | 126 | 130M | 67.9% | 13 / 43 | 39 / 10 | 15M | 7M |
| Q4 2023 | 123 | 122M | 63.5% | 17 / 53 | 23 / 8 | 8M | 3M |
| Q3 2023 | 114 | 116M | 60.8% | 12 / 46 | 28 / 11 | 10M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
78 funds held SMRT in Q2 2026, 76% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of SMRT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 4,755,163 | 2.48% | $5.66M | 0.00% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 4,344,169 | 2.27% | $5.47M | 0.00% | May 31, 2026 |
| iShares Russell 2000 ETF | 3,653,514 | 1.91% | $4.35M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,053,217 | 1.07% | $2.44M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,844,807 | 0.96% | $1.86M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 1,495,571 | 0.78% | $1.78M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 848,140 | 0.44% | $1.07M | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 827,138 | 0.43% | $1.04M | 0.00% | May 31, 2026 |
| Royce Small-Cap Opportunity Fund | 820,548 | 0.43% | $976.45K | 0.07% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 488,362 | 0.25% | $581.15K | 0.04% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 416,249 | 0.22% | $420.41K | 0.01% | Jul 31, 2026 |
| Multi-Manager Small Cap Equity Strategies Fund | 341,771 | 0.18% | $430.63K | 0.03% | May 31, 2026 |
| Global X Internet of Things ETF | 326,157 | 0.17% | $410.96K | 0.16% | May 31, 2026 |
| Fidelity Total Market Index Fund | 321,978 | 0.17% | $405.69K | 0.00% | May 31, 2026 |
| iShares Core S&P Total U.S. Stock Market ETF | 312,827 | 0.16% | $372.26K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Frank Martell | Chief Executive Officer, Director | 3,822,086 | 1.99% | Sep 30, 2026 |
| Natalie Cariola | Chief Revenue Officer | 142,625 | 0.07% | Nov 12, 2026 |
| Pankaj Bansi | Chief Operating Officer | 66,741 | 0.03% | Oct 6, 2026 |
| Brian Michael McQuaid | General Counsel | 39,817 | 0.02% | Aug 14, 2026 |
| Sangeeth Ponathil | Chief Information Officer | 10,000 | 0.01% | May 27, 2026 |
| Heather Auer | Chief Human Resources Officer | – | – | Mar 30, 2026 |
| Daryl Stemm | CFO | 118,828 | 0.06% | Jan 29, 2026 |
| Isaiah DeRose-Wilson | Chief Technology Officer | 113,461 | 0.06% | Nov 18, 2025 |
| Kristen Morse Lee | General Counsel | 68,646 | 0.04% | Jul 21, 2025 |
| Robyn Young | Chief Marketing Officer | 63,063 | 0.03% | May 9, 2025 |
| Thomas N. Bohjalian | Director | 781,062 | 0.41% | Aug 20, 2026 |
| Ana G. Pinczuk | Director | 385,704 | 0.20% | Aug 11, 2026 |
| John C. Dorman | Director | 565,894 | 0.30% | May 13, 2026 |
| Alison Dean | Director | 235,929 | 0.12% | May 13, 2026 |
| Ann Sperling | Director | 340,894 | 0.18% | May 13, 2026 |
| Frederick C. Tuomi | Director | 998,176 | 0.52% | May 13, 2025 |
| Michael Shane Paladin | – | 0 | – | May 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Natalie Cariola Chief Revenue Officer | Nov 12, 2026 | Tax withholding | −4,604 | $1.70 | $7.83K | 142,625 |
| Natalie Cariola Chief Revenue Officer | Nov 12, 2026 | Option exercise | +17,147 | – | – | 147,229 |
| Pankaj Bansi Chief Operating Officer | Oct 6, 2026 | Tax withholding | −19,599 | $1.20 | $23.52K | 66,741 |
| Pankaj Bansi Chief Operating Officer | Oct 6, 2026 | Option exercise | +72,992 | – | – | 86,340 |
| Pankaj Bansi Chief Operating Officer | Oct 6, 2026 | Tax withholding | −4,900 | $1.20 | $5.88K | 13,348 |
| Pankaj Bansi Chief Operating Officer | Oct 6, 2026 | Option exercise | +18,248 | – | – | 18,248 |
| Frank Martell Chief Executive Officer, Director | Sep 30, 2026 | Option exercise | +150,000 | – | – | 150,000 |
| Frank Martell Chief Executive Officer, Director | Sep 30, 2026 | Tax withholding | −74,370 | $1.18 | $87.76K | 75,630 |
| Thomas N. Bohjalian Director | Aug 20, 2026 | Buy | +15,000 | $1.37 | $20.55K | 781,062 |
| Thomas N. Bohjalian Director | Aug 19, 2026 | Buy | +40,000 | $1.40 | $56.00K | 766,062 |
| Brian Michael McQuaid General Counsel | Aug 14, 2026 | Option exercise | +28,435 | – | – | 39,817 |
| Thomas N. Bohjalian Director | Aug 11, 2026 | Buy | +5,000 | $1.34 | $6.70K | 726,062 |
| Ana G. Pinczuk Director | Aug 11, 2026 | Buy | +107,000 | $1.43 | $153.01K | 385,704 |
| Frank Martell Chief Executive Officer, Director | Aug 11, 2026 | Buy | +100,000 | $1.42 | $142.00K | 3,672,086 |
| Frank Martell Chief Executive Officer, Director | Jun 30, 2026 | Option exercise | +450,000 | – | – | 450,000 |
| Frank Martell Chief Executive Officer, Director | Jun 30, 2026 | Tax withholding | −223,110 | $1.22 | $272.19K | 226,890 |
| Thomas N. Bohjalian Director | Jun 10, 2026 | Buy | +75,000 | $1.11 | $83.25K | 721,062 |
| Frank Martell Chief Executive Officer, Director | Jun 5, 2026 | Buy | +40,260 | $1.13 | $45.49K | 3,225,526 |
| Frank Martell Chief Executive Officer, Director | Jun 4, 2026 | Buy | +20,000 | $1.19 | $23.80K | 3,185,266 |
| Sangeeth Ponathil Chief Information Officer | May 26, 2026 | Buy | +10,000 | $1.25 | $12.50K | 10,000 |
| Natalie Cariola Chief Revenue Officer | May 20, 2026 | Tax withholding | −23,356 | $1.15 | $26.86K | 130,082 |
| Natalie Cariola Chief Revenue Officer | May 20, 2026 | Option exercise | +86,986 | – | – | 153,438 |
| Frank Martell Chief Executive Officer, Director | May 12, 2026 | Tax withholding | −63,256 | $1.12 | $70.85K | 119,670 |
| Frank Martell Chief Executive Officer, Director | May 12, 2026 | Buy | +100,000 | $1.18 | $118.00K | 3,165,266 |
| John C. Dorman Director | May 11, 2026 | Option exercise | +182,926 | – | – | 565,894 |
| Alison Dean Director | May 11, 2026 | Option exercise | +182,926 | – | – | 235,929 |
| Ann Sperling Director | May 11, 2026 | Option exercise | +182,926 | – | – | 340,894 |
| Thomas N. Bohjalian Director | May 11, 2026 | Option exercise | +146,062 | – | – | 646,062 |
| Frank Martell Chief Executive Officer, Director | May 11, 2026 | Option exercise | +182,926 | – | – | 182,926 |
| Ana G. Pinczuk Director | May 11, 2026 | Option exercise | +182,926 | – | – | 278,704 |
| Frank Martell Chief Executive Officer, Director | May 8, 2026 | Buy | +50,000 | $1.12 | $56.00K | 3,065,266 |
| Frank Martell Chief Executive Officer, Director | Mar 31, 2026 | Option exercise | +450,000 | – | – | 451,470 |
| Thomas N. Bohjalian Director | Mar 12, 2026 | Buy | +150,000 | $1.74 | $261.00K | 500,000 |
| Brian Michael McQuaid General Counsel | Jan 22, 2026 | Tax withholding | −4,698 | $1.72 | $8.08K | 9,912 |
| Brian Michael McQuaid General Counsel | Jan 22, 2026 | Option exercise | +14,610 | – | – | 14,610 |
| Natalie Cariola Chief Revenue Officer | Jan 22, 2026 | Tax withholding | −20,877 | $1.72 | $35.91K | 66,452 |
| Natalie Cariola Chief Revenue Officer | Jan 22, 2026 | Option exercise | +64,935 | – | – | 87,329 |
| Daryl Stemm CFO | Jan 22, 2026 | Tax withholding | −30,617 | $1.72 | $52.66K | 118,828 |
| Daryl Stemm CFO | Jan 22, 2026 | Option exercise | +64,935 | – | – | 149,445 |
| Daryl Stemm CFO | Jan 16, 2026 | Tax withholding | −394 | $1.74 | $686 | 84,510 |
| Daryl Stemm CFO | Jan 16, 2026 | Option exercise | +834 | – | – | 84,904 |
| Frank Martell Chief Executive Officer, Director | Dec 31, 2025 | Option exercise | +450,000 | – | – | 450,000 |
| Daryl Stemm CFO | Dec 18, 2025 | Tax withholding | −349 | $2.08 | $726 | 84,070 |
| Daryl Stemm CFO | Dec 18, 2025 | Option exercise | +833 | – | – | 84,419 |
| Frank Martell Chief Executive Officer, Director | Dec 16, 2025 | Buy | +19,466 | $2.07 | $40.29K | 2,113,796 |
| Frank Martell Chief Executive Officer, Director | Dec 15, 2025 | Buy | +30,534 | $2.06 | $62.90K | 2,094,330 |
| Frank Martell Chief Executive Officer, Director | Dec 12, 2025 | Buy | +25,000 | $2.07 | $51.75K | 2,063,796 |
| Frank Martell Chief Executive Officer, Director | Dec 11, 2025 | Buy | +25,000 | $2.07 | $51.75K | 2,038,796 |
| Frank Martell Chief Executive Officer, Director | Dec 10, 2025 | Buy | +30,000 | $1.99 | $59.70K | 1,507,290 |
| Frank Martell Chief Executive Officer, Director | Dec 9, 2025 | Buy | +30,000 | $2.03 | $60.90K | 1,477,290 |
| Frank Martell Chief Executive Officer, Director | Dec 5, 2025 | Buy | +124,086 | $1.91 | $237.00K | 1,447,290 |
| Frank Martell Chief Executive Officer, Director | Dec 4, 2025 | Buy | +100,000 | $1.88 | $188.00K | 1,323,204 |
| Frank Martell Chief Executive Officer, Director | Dec 3, 2025 | Buy | +27,722 | $1.86 | $51.56K | 1,223,204 |
| Frank Martell Chief Executive Officer, Director | Dec 2, 2025 | Buy | +28,846 | $1.69 | $48.75K | 1,195,482 |
| Thomas N. Bohjalian Director | Dec 2, 2025 | Buy | +50,000 | $1.68 | $84.00K | 350,000 |
| Frank Martell Chief Executive Officer, Director | Dec 1, 2025 | Buy | +18,432 | $1.69 | $31.15K | 1,166,636 |
| Frank Martell Chief Executive Officer, Director | Nov 25, 2025 | Buy | +50,435 | $1.73 | $87.25K | 1,148,204 |
| Frank Martell Chief Executive Officer, Director | Nov 24, 2025 | Buy | +49,565 | $1.60 | $79.30K | 1,097,769 |
| Frank Martell Chief Executive Officer, Director | Nov 21, 2025 | Buy | +56,236 | $1.44 | $80.98K | 1,048,204 |
| Frank Martell Chief Executive Officer, Director | Nov 20, 2025 | Buy | +93,764 | $1.47 | $137.83K | 991,968 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.29%
8M shares short
Days to cover
16.1
At 0M shares a day
Change since last report
-6.2%
From 8M shares
Short volume, 20 days
31.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of SmartRent's stock actually held short. Settlement fails (shares not delivered on time) peaked at 16,147 shares on Aug 25, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Isaiah DeRose-Wilson Former Officer | Jan 23, 2026 | 166,402 | $286.82K | Jan 23, 2026 | Option Granted - 08/17/2019 |
| Isaiah DeRose-Wilson Former Officer | Jan 22, 2026 | 360,000 | $621.42K | Jan 22, 2026 | Option Granted 08/17/2019 |
| Isaiah DeRose-Wilson Former Officer | Jan 21, 2026 | 25 | $44 | Jan 21, 2026 | Option Granted 08/17/2019 |
| Isaiah DeRose-Wilson Former Officer | Jan 20, 2026 | 188,647 | $331.40K | Jan 20, 2026 | Option Granted 08/17/2019 |
| Isaiah DeRose-Wilson Former Officer | Jan 16, 2026 | 360,000 | $641.93K | Jan 16, 2026 | Options Granted - 08/17/2019 |
| Isaiah DeRose-Wilson Former Officer | Jan 15, 2026 | 316,672 | $557.34K | Jan 15, 2026 | Option Granted 08/17/2019 |
| Isaiah DeRose-Wilson Former Officer | Jan 15, 2026 | 43,328 | $76.26K | Jan 15, 2026 | Restricted Stock Vesting |
| Lucas Merwan Haldeman Former officer | Oct 2, 2024 | 2,000,000 | $3.36M | Oct 2, 2024 | Merger |
| Lucas Merwan Haldeman Former officer | Sep 18, 2024 | 1,500,000 | $2.69M | Sep 18, 2024 | Merger |
| Lucas Merwan Haldeman Former officer | Sep 10, 2024 | 1,200,000 | $2.02M | Sep 10, 2024 | Merger |
| Lucas Merwan Haldeman Former officer | Aug 29, 2024 | 1,200,000 | $2.04M | Aug 29, 2024 | Merger |
| Lucas Merwan Haldeman Former Officer | Aug 19, 2024 | 1,200,000 | $2.02M | Aug 19, 2024 | Merger |
| Lucas Merwan Haldeman Former Officer | Aug 9, 2024 | 750,000 | $1.07M | Aug 9, 2024 | Merger |
| Alana Beard Director | Dec 14, 2023 | 3,000 | $9.96K | Dec 14, 2023 | Restricted Stock Vesting |
| Isaiah DeRose-Wilson Officer | Jun 16, 2023 | 65,067 | $210.41K | Jun 16, 2023 | Restricted Stock Vesting |
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