SMRT
Software & Services
CROWD: GREEN
Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
46
of 122 total, index funds excluded
Conviction
1 bps
median holder weight: token bet
Streak
2q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2021Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.
The tide
funds in (up) vs out (down)
Top holders
by reported value · $186M held
| Fund | Value | Note |
|---|
| CITIGROUP INC |
$24M |
|
| Howard Marks |
$11M |
famous whale |
| VANGUARD CAPITAL MANAGEMENT… |
$10M |
|
| UBS Group AG |
$10M |
|
| Blue Door Asset Management,… |
$9M |
|
| MARSHALL WACE, LLP |
$8M |
|
| Long Pond Capital, LP |
$8M |
|
| BANK OF AMERICA CORP /DE/ |
$8M |
|
| PUNCH & ASSOCIATES INVESTME… |
$8M |
|
| Northern Right Capital Mana… |
$7M |
|
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.