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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$91.3K |
| 2 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$9.89K |
| 3 |
TSS
Two Sigma Securities
New York
|
+$4.04K |
| 4 |
Renaissance Technologies
New York
|
+$3.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$136K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$123K |
| 3 |
DS
DRW Securities
Chicago,
Illinois
|
-$40.5K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$21K |
| 5 |
VF
Virtu Financial
New York
|
-$13.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIC
26
Johnson Investment Counsel
Cincinnati,
Ohio
| – | -$8.54K | -3,164 | Closed |
|
27
Jane Street
New York
| – | -$7.48K | -2,770 | Closed |
|
28
Bank of America
Charlotte,
North Carolina
| – | -$103 | -38 | Closed |
|
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.