JY
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Jeff Yass’s Smith Micro Software SMSI Stock Holding History

Jeff Yass’s Portfolio SMSI Stock Details SMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,920
Closed -$12.6K – 13768
2025
Q2 		$12.6K Buy
2,920
+600
+26% +$2.69K ﹤0.01% 12387
2025
Q1 		$8.47K Buy
+2,320
New +$14K ﹤0.01% 12228
2024
Q1 		– Sell
-1,053
Closed -$34.9K – 13250
2023
Q4 		$34.9K Buy
1,053
+23
+2% +$854 ﹤0.01% 11839
2023
Q3 		$49.9K Buy
+1,030
New +$54K ﹤0.01% 11308
2023
Q2 		– Sell
-2,003
Closed -$92.9K – 13055
2023
Q1 		$92.9K Buy
2,003
+883
+79% +$79.2K ﹤0.01% 11353
2022
Q4 		$94.1K Sell
1,120
-2,198
-66% -$192K ﹤0.01% 11010
2022
Q3 		$300K Sell
3,318
-807
-20% -$81.9K ﹤0.01% 9789
2022
Q2 		$408K Buy
4,125
+652
+19% +$75.8K ﹤0.01% 8770
2022
Q1 		$524K Buy
3,473
+265
+8% +$41.8K ﹤0.01% 8854
2021
Q4 		$631K Sell
3,208
-895
-22% -$196K ﹤0.01% 8533
2021
Q3 		$794K Sell
4,103
-637
-13% -$129K ﹤0.01% 8155
2021
Q2 		$990K Sell
4,740
-1,140
-19% -$244K ﹤0.01% 7791
2021
Q1 		$1.29M Sell
5,880
-63
-1% -$16.6K ﹤0.01% 7039
2020
Q4 		$1.29M Buy
5,943
+28
+0.5% +$5.33K ﹤0.01% 6085
2020
Q3 		$883K Buy
5,915
+485
+9% +$76.4K ﹤0.01% 6421
2020
Q2 		$969K Buy
5,430
+3,177
+141% +$574K ﹤0.01% 6007
2020
Q1 		$379K Sell
2,253
-202
-8% -$40.2K ﹤0.01% 7520
2019
Q4 		$391K Sell
2,455
-2,018
-45% -$399K ﹤0.01% 7473
2019
Q3 		$972K Buy
4,473
+1,005
+29% +$206K ﹤0.01% 5751
2019
Q2 		$422K Sell
3,468
-977
-22% -$119K ﹤0.01% 7623
2019
Q1 		$498K Buy
4,445
+1,430
+47% +$116K ﹤0.01% 6285
2018
Q4 		$217K Sell
3,015
-2,103
-41% -$190K ﹤0.01% 7590
2018
Q3 		$516K Buy
5,118
+705
+16% +$70.2K ﹤0.01% 6457
2018
Q2 		$404K Buy
+4,413
New +$366K ﹤0.01% 7233

Other funds holding SMSI

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Jeff Yass's SMSI Position: Q4 2025 in Review

Jeff Yass sold out of Smith Micro Software (SMSI) in Q4 2025, closing a stake of 8,556 shares — an estimated $30.9K sold.

Jeff Yass first reported a position in SMSI in Q2 2013 and held it in 32 quarters. The position peaked at $3.48M in Q3 2021. 23 funds tracked by Wall St. Rank hold SMSI as of Q4 2025.

  • Jeff Yass reported no remaining Smith Micro Software position as of Q4 2025 after selling out during the quarter.
  • Jeff Yass sold 8,556 Smith Micro Software shares in Q4 2025, an estimated $30.9K.
  • Jeff Yass first reported a position in Smith Micro Software in Q2 2013 and held it in 32 quarters.
  • Jeff Yass's Smith Micro Software position peaked at $3.48M in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Smith Micro Software as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.