Position in SMRT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$154,612
+$18,868 QoQ
Shares Held
103,075
+53.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 122 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMRT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Hudson Bay Capital Management LP holds $339,663,053 across 26 Software - Application names. SMRT ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
950,000 | $112,689,000 | |
| 2 | ADBE |
Adobe Inc.
|
428,500 | $104,159,780 | |
| 3 | MSTR |
Strategy Inc
|
229,332 | $28,620,633 | |
| 4 | UBER |
Uber Technologies, Inc
|
267,562 | $19,245,734 | |
| 5 | CWAN |
Clearwater Analytics Holdings, Inc.
|
762,870 | $18,041,875 | |
| 6 | TEAM |
Atlassian Corp
|
206,000 | $14,059,500 | |
| 7 | VERX |
Vertex, Inc.
|
1,000,000 | $11,890,000 | |
| 8 | SAP |
Sap SE
|
60,000 | $10,272,600 |
All Filings in SMRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,612 | 103,075 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $135,744 | 67,200 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $46,559 | 47,030 | Shares | Sole | 2025-08-18 | |
| No filing history on record for this holder in this stock. | ||||||