JO
SMRT icon

John Overdeck’s SmartRent SMRT Stock Holding History

John Overdeck’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 		$258K Buy
216,439
+41,716
+24% +$53K ﹤0.01% 4622
2026
Q1 		$262K Sell
174,723
-67,781
-28% -$115K ﹤0.01% 4148
2025
Q4 		$490K Buy
242,504
+80,399
+50% +$132K ﹤0.01% 3312
2025
Q3 		$229K Buy
162,105
+125,772
+346% +$161K ﹤0.01% 3331
2025
Q2 		$36K Buy
+36,333
New +$32.5K ﹤0.01% 3089
2024
Q4 		– Sell
-56,374
Closed -$97.5K – 3458
2024
Q3 		$97.5K Sell
56,374
-148,032
-72% -$281K ﹤0.01% 2903
2024
Q2 		$489K Buy
204,406
+65,514
+47% +$161K ﹤0.01% 2380
2024
Q1 		$372K Buy
138,892
+70,384
+103% +$204K ﹤0.01% 2461
2023
Q4 		$219K Buy
68,508
+50,422
+279% +$147K ﹤0.01% 2810
2023
Q3 		$47.2K Buy
+18,086
New +$61.5K ﹤0.01% 2821

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

John Overdeck's SMRT Position: Q2 2026 in Review

John Overdeck increased its SmartRent (SMRT) stake by 24% in Q2 2026, buying an estimated $53K and bringing the position to 216,439 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #4622.

John Overdeck first reported a position in SMRT in Q3 2023 and has held it in 10 quarters since. The position peaked at $490K in Q4 2025. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • John Overdeck held 216,439 shares of SmartRent worth $258K as of Q2 2026.
  • John Overdeck bought 41,716 SmartRent shares in Q2 2026, an estimated $53K.
  • SmartRent made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4622 holding.
  • John Overdeck first reported a position in SmartRent in Q3 2023 and has held it in 10 quarters since.
  • John Overdeck's SmartRent position peaked at $490K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.