Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SMSI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Pacific Ridge Capital Partners, LLC | 520K | $374K | +3.2% | 12.618% | 0.08% |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 363K | $261K | +70.6% | 8.812% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 307K | $221K | β | 7.455% | 0.00% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 117K | $84K | +5.3% | 2.832% | 0.00% |
| 5 | VANGUARD FIDUCIARY TRUST CO | 87K | $63K | β | 2.108% | 0.00% |
| 6 | BlackRock, Inc. | 45K | $33K | 0.0% | 1.100% | 0.00% |
| 7 | NORTHERN TRUST CORP | 31K | $22K | 0.0% | 0.753% | 0.00% |
| 8 | STATE STREET CORP | 25K | $18K | 0.0% | 0.617% | 0.00% |
| 9 | TWO SIGMA SECURITIES, LLC | 22K | $16K | +43.0% | 0.537% | 0.00% |
| 10 | RAYMOND JAMES FINANCIAL INC | 19K | $14K | -6.9% | 0.464% | 0.00% |
| 11 | WELLS FARGO & COMPANY/MN | 11K | $8K | 0.0% | 0.261% | 0.00% |
| 12 | UBS Group AG | 10K | $7K | -95.7% | 0.242% | 0.00% |
| 13 | GROUP ONE TRADING, L.P. | 4K | $3K | -52.8% | 0.109% | 0.00% |
| 14 | Vanguard Global Advisers, LLC | 3K | $2K | β | 0.061% | 0.00% |
| 15 | ADVISOR GROUP HOLDINGS, INC. | 43 | $30 | 0.0% | 0.001% | 0.00% |
| 16 | New England Capital Financial Advisors LLC | 31 | $23 | 0.0% | 0.001% | 0.00% |
| 17 | Virtu Financial LLC | 12K | $9 | -63.8% | 0.299% | 0.00% |
| 18 | MORGAN STANLEY | 11 | $8 | 0.0% | 0.000% | 0.00% |
| 19 | SBI Securities Co., Ltd. | 1 | $1 | β | 0.000% | 0.00% |
| 20 | Russell Investments Group, Ltd. | 2 | $1 | 0.0% | 0.000% | 0.00% |
| 21 | DANSKE BANK A/S | 1 | $1 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SMSI β a direct measure of their conviction.
Filings activity in SMSI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SMSI position in Q1 2026
Institutions that fully closed their SMSI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 21 | 13% | 9.51% | +1.52 pp | $1M | +19% |
| Q4 2025 | 24 | 11% | 7.99% | 0.54 pp | $1M | 6.4% |
| Q3 2025 | 27 | +8.0% | 8.53% | 1.08 pp | $1M | 11% |
| Q2 2025 | 25 | 3.8% | 9.61% | +2.37 pp | $1M | +33% |
| Q1 2025 | 26 | 7.1% | 7.24% | 4.97 pp | $1M | 41% |
| Q4 2024 | 28 | 9.7% | 12.21% | +5.78 pp | $1M | +90% |
| Q3 2024 | 31 | +15% | 6.43% | 26.05 pp | $1M | 80% |
| Q2 2024 | 27 | β | 32.48% | β | $4M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SMSI stock.
Based on Q1 2026 13F filings, institutional ownership of Smith Micro Software, Inc. stands at 9.5%, held across 21 reporting institutions.
Pacific Ridge Capital Partners, LLC is the largest reported institutional holder of SMSI, with approximately 519,799 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of SMSI, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA SECURITIES, LLC.
Our composite Smart Money Score for SMSI is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
4 institutions opened new positions in SMSI during Q1 2026, while 7 fully exited. 12 added to existing positions and 3 trimmed.
SMSI institutional ownership rose by 1.52 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 98.2% of all reported 13F value in SMSI, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Smith Micro Software, Inc. (SMSI) Institutional Ownership