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Stoic Point Capital Management’s SmartRent SMRT Stock Holding History

Stoic Point 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 		$3.82M Buy
3,206,034
+870,041
+37% +$1.1M 3.16% 7
2026
Q1 		$3.5M Sell
2,335,993
-150,000
-6% -$253K 3.41% 6
2025
Q4 		$5.02M Buy
+2,485,993
New +$4.07M 4.23% 6

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

Stoic Point Capital Management's SMRT Position: Q2 2026 in Review

Stoic Point Capital Management increased its SmartRent (SMRT) stake by 37% in Q2 2026, buying an estimated $1.1M and bringing the position to 3,206,034 shares worth $3.82M. The position accounts for 3.16% of the portfolio, ranked #7.

Stoic Point Capital Management first reported a position in SMRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.02M in Q4 2025. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • Stoic Point Capital Management held 3,206,034 shares of SmartRent worth $3.82M as of Q2 2026.
  • Stoic Point Capital Management bought 870,041 SmartRent shares in Q2 2026, an estimated $1.1M.
  • SmartRent made up 3.16% of Stoic Point Capital Management's portfolio in Q2 2026, its #7 holding.
  • Stoic Point Capital Management first reported a position in SmartRent in Q4 2025 and has held it in 3 quarters since.
  • Stoic Point Capital Management's SmartRent position peaked at $5.02M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Stoic Point Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.