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Smith Micro Software
SMSI

19 hedge funds and large institutions have $1.13M invested in Smith Micro Software in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1M → $1.13M (+$130K)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

0.25% less ownership

Funds ownership: 1.48% → 1.22% (-0.25%)

17% less funds holding

Funds holding: 23 → 19 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
4
Closed
6
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$91.3K
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$9.89K
3
TSS
Two Sigma Securities
New York
+$4.04K
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.59K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$136K
2
Citadel Advisors
Citadel Advisors
Florida
-$123K
3
DS
DRW Securities
Illinois
-$40.5K
4
XT
XTX Topco
Cayman Islands
-$21K
5
VF
Virtu Financial
New York
-$13.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
PRCP
1
Pacific Ridge Capital Partners
Oregon
$374K +$9.89K +3,254 +3%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$261K +$91.3K +30,033 +71%
VCM
3
Vanguard Capital Management
Pennsylvania
$221K +$187K +61,422 New
Renaissance Technologies
4
Renaissance Technologies
New York
$83.9K +$3.59K +1,180 +5%
VFT
5
Vanguard Fiduciary Trust
Pennsylvania
$62.5K +$52.8K +17,371 New
BlackRock
6
BlackRock
New York
$32.6K – – –
Northern Trust
7
Northern Trust
Illinois
$22.3K – – –
State Street
8
State Street
Massachusetts
$18.3K – – –
TSS
9
Two Sigma Securities
New York
$15.9K +$4.04K +1,330 +43%
Raymond James Financial
10
Raymond James Financial
Florida
$13.7K -$863 -284 -7%
VF
11
Virtu Financial
New York
$9K -$13.2K -4,339 -64%
Wells Fargo
12
Wells Fargo
California
$7.73K – – –
UBS Group
13
UBS Group
Switzerland
$7.19K -$136K -44,769 -96%
Group One Trading
14
Group One Trading
Illinois
$3.22K -$3.04K -1,000 -53%
VGA
15
Vanguard Global Advisers
Pennsylvania
$1.81K +$1.53K +504 New
Osaic Holdings
16
Osaic Holdings
Arizona
$30 – – –
NECFA
17
New England Capital Financial Advisors
Connecticut
$23 – – –
Morgan Stanley
18
Morgan Stanley
New York
$8 – – –
JP Morgan Chase
19
JP Morgan Chase
New York
$7 – – –
DB
20
Danske Bank
Denmark
$1 – – –
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1 – – –
SS
22
SBI Securities
Japan
$1 – – –
Citadel Advisors
23
Citadel Advisors
Florida
– -$123K -40,575 Closed
DS
24
DRW Securities
Illinois
– -$40.5K -14,988 Closed
XT
25
XTX Topco
Cayman Islands
– -$21K -7,789 Closed
1
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SMSI Hedge Fund Activity: Q1 2026 in Review

19 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Smith Micro Software (SMSI) for Q1 2026, worth a combined $1.13M — up 13% from $1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SMSI and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was Geode Capital Management, adding an estimated $91.3K. The largest seller was UBS Group, cutting an estimated $136K.

  • 19 institutional investors held Smith Micro Software (SMSI) as of Q1 2026, down from 23 in Q4 2025.
  • Funds reported $1.13M of Smith Micro Software stock for Q1 2026, up 13% quarter-over-quarter.
  • 3 funds opened new Smith Micro Software positions in Q1 2026 and 6 closed out, a net change of -3 holders.
  • The largest Smith Micro Software buyer in Q1 2026 was Geode Capital Management, an estimated $91.3K added.
  • The largest Smith Micro Software seller in Q1 2026 was UBS Group, an estimated $136K sold.

Based on aggregated 13F filings for Q1 2026.