Geode Capital Management
SMRT icon

Geode Capital Management’s SmartRent SMRT Stock Holding History

Geode Capital Management’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.34M Buy
4,489,376
+2,485,208
+124% +$3.16M ﹤0.01% 2876
2026
Q1 		$3.01M Sell
2,004,168
-90,785
-4% -$153K ﹤0.01% 2970
2025
Q4 		$4.23M Buy
2,094,953
+71,487
+4% +$117K ﹤0.01% 2860
2025
Q3 		$2.85M Buy
2,023,466
+79,446
+4% +$102K ﹤0.01% 3061
2025
Q2 		$1.93M Sell
1,944,020
-2,253,924
-54% -$2.02M ﹤0.01% 3157
2025
Q1 		$5.08M Sell
4,197,944
-26,717
-0.6% -$37.4K ﹤0.01% 2645
2024
Q4 		$7.4M Sell
4,224,661
-52,016
-1% -$87.1K ﹤0.01% 2543
2024
Q3 		$7.4M Buy
4,276,677
+6,135
+0.1% +$11.6K ﹤0.01% 2544
2024
Q2 		$10.2M Buy
4,270,542
+231,340
+6% +$567K ﹤0.01% 2315
2024
Q1 		$10.8M Buy
4,039,202
+113,943
+3% +$330K ﹤0.01% 2276
2023
Q4 		$12.5M Buy
3,925,259
+216,422
+6% +$632K ﹤0.01% 2205
2023
Q3 		$9.68M Buy
3,708,837
+683,604
+23% +$2.32M ﹤0.01% 2290
2023
Q2 		$11.6M Buy
3,025,233
+740,776
+32% +$2.26M ﹤0.01% 2201
2023
Q1 		$5.83M Buy
2,284,457
+111,598
+5% +$299K ﹤0.01% 2568
2022
Q4 		$5.28M Buy
2,172,859
+101,279
+5% +$250K ﹤0.01% 2635
2022
Q3 		$4.7M Buy
2,071,580
+327,067
+19% +$1.29M ﹤0.01% 2713
2022
Q2 		$7.88M Buy
1,744,513
+952,017
+120% +$4.81M ﹤0.01% 2423
2022
Q1 		$4.01M Buy
792,496
+21,514
+3% +$155K ﹤0.01% 2929
2021
Q4 		$7.46M Buy
+770,982
New +$8.78M ﹤0.01% 2644
2021
Q3 		– Sell
-26,288
Closed -$323K – 4870
2021
Q2 		$323K Buy
26,288
+15,554
+145% +$168K ﹤0.01% 4133
2021
Q1 		$107K Buy
+10,734
New +$113K ﹤0.01% 4283

Other funds holding SMRT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $212M AUM 63.74% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Geode Capital Management's SMRT Position: Q2 2026 in Review

Geode Capital Management increased its SmartRent (SMRT) stake by 124% in Q2 2026, buying an estimated $3.16M and bringing the position to 4,489,376 shares worth $5.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

Geode Capital Management first reported a position in SMRT in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.5M in Q4 2023. 130 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • Geode Capital Management held 4,489,376 shares of SmartRent worth $5.34M as of Q2 2026.
  • Geode Capital Management bought 2,485,208 SmartRent shares in Q2 2026, an estimated $3.16M.
  • SmartRent made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2876 holding.
  • Geode Capital Management first reported a position in SmartRent in Q1 2021 and has held it in 21 quarters since.
  • Geode Capital Management's SmartRent position peaked at $12.5M in Q4 2023.
  • 130 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.