Smith Micro Software
SMSI on Nasdaq. Market value $15m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 18 funds in all.
Largest holders overall
- Vanguard Capital Management$357,568New
- Pacific Ridge Capital Partners$279,109New
- Geode Capital Management$109,316New
- HRT Financial LP$78,000New
- UBS Group AG$75,142New
- Citadel Advisors$66,284New
- Renaissance Technologies$63,315New
- Vanguard Fiduciary Trust$46,552New
- Virtu Financial$42,000New
- BlackRock$24,289New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
1 investor owns more than 5%.
- SMITH WILLIAM W JRInsider or founder56.5%+16.3 ptsSince 12 July 2026
What they said
Item 4 of the Schedule is hereby amended to add the following: As noted in the Explanatory Note, on March 10, 2026 the Smith Living Trust purchased for investment purposes a common stock purchase warrant exercisable for 1,763,651 shares of Common Stock and a convertible note,…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
SMITH WILLIAM W JR Insider or founder | 56.5%+16.3 pts | 12 July 2026 | What they saidItem 4 of the Schedule is hereby amended to add the following: As noted in the Explanatory Note, on March 10, 2026 the Smith Living Trust purchased for investment purposes a common stock purchase warrant exercisable for 1,763,651 shares of Common Stock and a convertible note,… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 1 sold $44,444.
- SMITH WILLIAM W JRPresident and CEO, DirectorSold
- Date
- 11 December 2025
- Shares
- 36,597
- Price
- $0.58
- Value
- $21,226
- SMITH WILLIAM W JRPresident and CEO, DirectorSold
- Date
- 10 December 2025
- Shares
- 38,697
- Price
- $0.60
- Value
- $23,218
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 11 December 2025 | SMITH WILLIAM W JR President and CEO, Director | Sold | 36,597 | $0.58 | $21,226 |
| 10 December 2025 | SMITH WILLIAM W JR President and CEO, Director | Sold | 38,697 | $0.60 | $23,218 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.