Who owns SMWB (SMWB)
Which tracked institutional funds hold SMWB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMWB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SMWB is one-sided between 2025-Q4 and 2026-Q1: 9 added or opened and 47 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SMWB’s largest tracked holder by dollar value, NASPERS LTD, sizes it at 11.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMWB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 82 tracked filers holding SMWB, 50 increased or opened the position and 56 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SMWB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- MIRABELLA FINANCIAL SERVICES LLP$2M
- Schonfeld Strategic Advisors LLC$755K
- XTX Topco Ltd$597K
- Militia Capital Management LLC$572K
Full exits 13
- Migdal Insurance & Financial Holdings Ltd.$23M
- Nuveen, LLC$11M
- First Eagle Investment Management, LLC$5M
- ROYCE & ASSOCIATES LP$4M
- Portolan Capital Management, LLC$4M
- GROUP ONE TRADING LLC$1M
Largest adds
- Qube Research & Technologies Ltd$962K
- PEAK6 LLC$830K
- CDC Financial, Inc.$606K
- JPMORGAN CHASE & CO$283K
- CITIGROUP INC$278K
Largest trims
- NASPERS LTD$55M
- Viola Ventures V.C. Management 4 Ltd.$53M
- Phoenix Financial Ltd.$32M
- MENORA MIVTACHIM HOLDINGS LTD.$20M
- WELLINGTON MANAGEMENT GROUP LLP$15M
- ION Crossover Partners Ltd$15M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NASPERS LTD | 11,173,265 | $29M | 11.0% | 2026-Q1 |
| Viola Ventures V.C. Management 4 Ltd. | 10,810,778 | $28M | 10.7% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. | 4,015,494 | $10M | 4.0% | 2026-Q1 |
| Y.D. More Investments Ltd trimmed | 1,151,298 | $8M | 3.2% | 2026-Q1 |
| ION Crossover Partners Ltd | 3,030,826 | $8M | 3.0% | 2026-Q1 |
| Ulysses Management LLC | 2,998,474 | $8M | 3.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,923,791 | $8M | 2.9% | 2026-Q1 |
| S SQUARED TECHNOLOGY, LLC added | 1,600,000 | $4M | 1.6% | 2026-Q1 |
| CenterBook Partners LP added | 1,325,113 | $3M | 1.3% | 2026-Q1 |
| Alpha Family Trust | 658,935 | $2M | 0.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 825,763 | $2M | 0.8% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP new | 792,664 | $2M | 0.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 739,673 | $2M | 0.7% | 2026-Q1 |
| HERALD INVESTMENT MANAGEMENT Ltd | 645,465 | $2M | 0.6% | 2026-Q1 |
| CDC Financial, Inc. added | 639,014 | $2M | 0.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 638,188 | $2M | 0.6% | 2026-Q1 |
| Sphera Management Technology Funds Ltd added | 615,000 | $2M | 0.6% | 2026-Q1 |
| MORGAN STANLEY added | 591,863 | $2M | 0.6% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 533,634 | $1M | 0.5% | 2026-Q1 |
| P.A.W. CAPITAL CORP added | 500,000 | $1M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 476,005 | $1M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 416,146 | $1M | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 405,607 | $1M | 0.4% | 2026-Q1 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P added | 390,000 | $1M | 0.4% | 2026-Q1 |
| Penn Capital Management Company, LLC trimmed | 360,366 | $941K | 0.4% | 2026-Q1 |
| ARK Investment Management LLC added | 352,070 | $919K | 0.3% | 2026-Q1 |
| PEAK6 LLC added | 321,156 | $838K | 0.3% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 289,174 | $755K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 231,266 | $604K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 228,880 | $597K | 0.2% | 2026-Q1 |
| Militia Capital Management LLC new | 219,264 | $572K | 0.2% | 2026-Q1 |
| Phoenix Financial Ltd. trimmed | 216,904 | $566K | 0.2% | 2026-Q1 |
| LAVELLE CAPITAL LP | 202,727 | $529K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 198,543 | $518K | 0.2% | 2026-Q1 |
| Persistent Asset Partners Ltd | 180,000 | $470K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 175,207 | $435K | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 152,105 | $397K | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 147,616 | $385K | 0.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 127,504 | $333K | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 125,623 | $328K | 0.1% | 2026-Q1 |
| Palogic Value Management, L.P. added | 114,000 | $298K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 110,174 | $288K | 0.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 109,396 | $286K | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 100,204 | $262K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd added | 94,234 | $246K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 91,088 | $238K | 0.1% | 2026-Q1 |
| Voleon Capital Management LP new | 88,704 | $232K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 87,418 | $228K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 79,076 | $206K | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 70,000 | $183K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 63,985 | $167K | 0.1% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. | 3,106,157 | $23M | 8.8% | 2025-Q4 stale |
| JENNISON ASSOCIATES LLC added | 1,892,110 | $16M | 5.9% | 2025-Q1 stale |
| T. Rowe Price Investment Management, Inc. added | 1,410,826 | $12M | 4.4% | 2025-Q1 stale |
| Nuveen, LLC added | 1,520,398 | $11M | 4.3% | 2025-Q4 stale |
| COOPER CREEK PARTNERS MANAGEMENT LLC new | 1,193,895 | $10M | 3.7% | 2025-Q1 stale |
| First Eagle Investment Management, LLC added | 645,647 | $5M | 1.8% | 2025-Q4 stale |
| SCALAR GAUGE MANAGEMENT, LLC trimmed | 441,742 | $4M | 1.6% | 2025-Q3 stale |
| VICTORY CAPITAL MANAGEMENT INC added | 493,370 | $4M | 1.5% | 2025-Q1 stale |
| ROYCE & ASSOCIATES LP added | 537,406 | $4M | 1.5% | 2025-Q4 stale |
| Portolan Capital Management, LLC trimmed | 492,861 | $4M | 1.4% | 2025-Q4 stale |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 380,793 | $4M | 1.3% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 322,321 | $3M | 1.1% | 2025-Q3 stale |
| CEERA INVESTMENTS, LLC | 319,027 | $3M | 1.1% | 2025-Q3 stale |
| Telemark Asset Management, LLC trimmed | 230,000 | $2M | 0.7% | 2025-Q1 stale |
| GROUP ONE TRADING LLC added | 147,063 | $1M | 0.4% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC trimmed | 138,422 | $1M | 0.4% | 2025-Q4 stale |
| Legato Capital Management LLC added | 109,711 | $1M | 0.4% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 117,831 | $924K | 0.3% | 2025-Q2 stale |
| Numerai GP LLC added | 117,949 | $883K | 0.3% | 2025-Q4 stale |
| Trexquant Investment LP trimmed | 108,038 | $809K | 0.3% | 2025-Q4 stale |
| FORMULA GROWTH LTD new | 100,000 | $784K | 0.3% | 2025-Q2 stale |
| Calamos Advisors LLC trimmed | 84,173 | $696K | 0.3% | 2025-Q1 stale |
| Lombard Odier Asset Management (USA) Corp new | 80,000 | $662K | 0.3% | 2025-Q1 stale |
| Swiss National Bank | 87,474 | $655K | 0.2% | 2025-Q4 stale |
| Hood River Capital Management LLC added | 78,446 | $615K | 0.2% | 2025-Q2 stale |
| NORTHERN TRUST CORP added | 80,549 | $603K | 0.2% | 2025-Q4 stale |
| SEI INVESTMENTS CO added | 76,702 | $574K | 0.2% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC trimmed | 56,143 | $539K | 0.2% | 2025-Q3 stale |
| BLAIR WILLIAM & CO/IL trimmed | 71,044 | $532K | 0.2% | 2025-Q4 stale |
| BAILARD, INC. added | 61,256 | $507K | 0.2% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC trimmed | 50,413 | $469K | 0.2% | 2025-Q3 stale |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 60,419 | $453K | 0.2% | 2025-Q4 stale |
| Legal & General Group Plc added | 56,620 | $424K | 0.2% | 2025-Q4 stale |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 48,217 | $361K | 0.1% | 2025-Q4 stale |
| Petrus Trust Company, LTA new | 42,211 | $331K | 0.1% | 2025-Q2 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 41,771 | $327K | 0.1% | 2025-Q2 stale |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 43,261 | $324K | 0.1% | 2025-Q4 stale |
| PDT Partners, LLC | 40,794 | $306K | 0.1% | 2025-Q4 stale |
| Jefferies Financial Group Inc. new | 36,000 | $282K | 0.1% | 2025-Q2 stale |
| Magnetar Financial LLC new | 34,633 | $272K | 0.1% | 2025-Q2 stale |
| Verition Fund Management LLC trimmed | 35,844 | $268K | 0.1% | 2025-Q4 stale |
| VANGUARD GROUP INC | 35,291 | $264K | 0.1% | 2025-Q4 stale |
| SG Americas Securities, LLC new | 32,580 | $255K | 0.1% | 2025-Q2 stale |
| Cetera Investment Advisers trimmed | 30,726 | $241K | 0.1% | 2025-Q2 stale |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 31,592 | $237K | 0.1% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP trimmed | 29,931 | $224K | 0.1% | 2025-Q4 stale |
| Man Group plc added | 26,700 | $209K | 0.1% | 2025-Q2 stale |
| LPL Financial LLC new | 20,591 | $170K | 0.1% | 2025-Q1 stale |
| Papamarkou Wellner Asset Management inc. trimmed | 21,199 | $166K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.