Tikvah Management’s SmartRent SMRT Stock Holding History

Tikvah 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	$3.97M	Sell	3,335,000 -122	-0%	-$155	1.21%	13
2026 Q1	$5M	Hold	3,335,122	–	–	1.55%	14
2025 Q4	$6.74M	Hold	3,335,122	–	–	1.8%	13
2025 Q3	$4.7M	Hold	3,335,122	–	–	1.39%	17
2025 Q2	$3.3M	Hold	3,335,122	–	–	1.06%	19
2025 Q1	$4.04M	Hold	3,335,122	–	–	1.37%	19
2024 Q4	$5.84M	Hold	3,335,122	–	–	1.59%	18
2024 Q3	$5.77M	Hold	3,335,122	–	–	1.79%	15
2024 Q2	$7.97M	Hold	3,335,122	–	–	2.6%	11
2024 Q1	$8.94M	Hold	3,335,122	–	–	2.8%	13
2023 Q4	$10.6M	Hold	3,335,122	–	–	3.65%	12
2023 Q3	$8.7M	Hold	3,335,122	–	–	3.12%	11
2023 Q2	$12.8M	Buy	3,335,122 +665,919	+25%	+$2.03M	4.34%	10
2023 Q1	$6.81M	Buy	2,669,203 +925,981	+53%	+$2.48M	2.8%	11
2022 Q4	$4.24M	Hold	1,743,222	–	–	2.02%	12
2022 Q3	$3.96M	Hold	1,743,222	–	–	1.83%	13
2022 Q2	$7.88M	Hold	1,743,222	–	–	3.4%	8
2022 Q1	$8.82M	Hold	1,743,222	–	–	2.82%	11
2021 Q4	$16.9M	Hold	1,743,222	–	–	4.71%	9
2021 Q3	$22.7M	Buy	1,743,222 +505,022	+41%	+$6.25M	6.14%	5
2021 Q2	$15.2M	Buy	+1,238,200	New	+$13.4M	4.21%	8

Other funds holding SMRT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Tikvah Management's SMRT Position: Q2 2026 in Review

Tikvah Management reduced its SmartRent (SMRT) stake by 0% in Q2 2026, selling an estimated $155 and leaving 3,335,000 shares worth $3.97M. The position accounts for 1.21% of the portfolio, ranked #13.

Tikvah Management first reported a position in SMRT in Q2 2021 and has held it in 21 quarters since. The position peaked at $22.7M in Q3 2021. 130 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

Tikvah Management held 3,335,000 shares of SmartRent worth $3.97M as of Q2 2026.
Tikvah Management sold 122 SmartRent shares in Q2 2026, an estimated $155.
SmartRent made up 1.21% of Tikvah Management's portfolio in Q2 2026, its #13 holding.
Tikvah Management first reported a position in SmartRent in Q2 2021 and has held it in 21 quarters since.
Tikvah Management's SmartRent position peaked at $22.7M in Q3 2021.
130 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Tikvah Management's 13F filing for Q2 2026, filed 13 Aug 2026.