Long Pond Capital’s SmartRent (SMRT) stake at 2.91% of Class A shares

Rhea-AI Filing Summary

SmartRent, Inc. is reported to have 5,610,150 shares of its Class A common stock beneficially owned by Long Pond Capital, LP, Long Pond Capital GP, LLC and John Khoury, representing 2.91% of the class. These shares are held with shared voting and shared dispositive power, with no sole voting or dispositive authority reported.

Long Pond Capital, LP and Long Pond Capital GP, LLC are organized in Delaware, and certain funds managed by Long Pond Capital, LP have the right to receive dividends or sale proceeds from these securities. The filing indicates ownership of 5 percent or less of SmartRent’s Class A common stock.

Key Figures

Beneficial ownership: 5,610,150 shares Percent of class: 2.91% Shared voting power: 5,610,150 shares +3 more

6 metrics

Beneficial ownership 5,610,150 shares Class A Common Stock of SmartRent, Inc. reported by Long Pond entities and John Khoury

Percent of class 2.91% Portion of SmartRent Class A Common Stock beneficially owned

Shared voting power 5,610,150 shares Shares over which the filers have shared power to vote or direct the vote

Shared dispositive power 5,610,150 shares Shares over which the filers have shared power to dispose or direct disposition

Sole voting power 0 shares Shares over which the filers have sole power to vote or direct the vote

Sole dispositive power 0 shares Shares over which the filers have sole power to dispose or direct disposition

Key Terms

beneficially owned, shared voting power, shared dispositive power, Investment Company Act of 1940, +1 more

5 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 5,610,150"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"Shared Voting Power 5,610,150.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"Shared Dispositive Power 5,610,150.00"

Investment Company Act of 1940 regulatory

"an investment company registered under the Investment Company Act of 1940"

A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

percent of class financial

"Percent of class: 2.91%"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

What percentage of SmartRent (SMRT) does Long Pond Capital currently report owning?

Long Pond Capital and related parties report beneficial ownership of 2.91% of SmartRent’s Class A common stock. This corresponds to 5,610,150 shares held with shared voting and shared dispositive power and no sole authority reported.

How many SmartRent (SMRT) shares does Long Pond Capital beneficially own?

Long Pond Capital, its general partner, and John Khoury beneficially own 5,610,150 shares of SmartRent Class A common stock. All of these shares are reported as subject to shared voting and shared dispositive power, with zero shares under sole power.

Does Long Pond Capital have sole voting power over any SmartRent (SMRT) shares?

No, the filing reports 0 shares of SmartRent under sole voting power for Long Pond Capital and related filers. All 5,610,150 shares are listed under shared voting and shared dispositive power rather than sole authority.

Who are the reporting persons in the SmartRent (SMRT) Schedule 13G/A filing?

The reporting persons are Long Pond Capital, LP, Long Pond Capital GP, LLC, and John Khoury. Long Pond entities are Delaware organizations, and Khoury, a Canadian citizen, is the principal of Long Pond Capital, LP and signs as an authorized person.

Which parties benefit economically from Long Pond’s SmartRent (SMRT) holdings?

The filing states that certain funds for which Long Pond Capital, LP serves as investment manager have the right to receive dividends or sale proceeds. These funds are the economic beneficiaries of the 5,610,150 SmartRent shares reported as beneficially owned.

What class of SmartRent (SMRT) securities is covered by this 13G/A?

The disclosure covers Class A Common Stock of SmartRent, Inc. with a par value of $0.0001 per share. The filing ties this class to CUSIP 83193G107 and reports Long Pond’s and John Khoury’s beneficial holdings in that class.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/13/2026 - 05:01 PM Accepted by SEC EDGAR 08/13/2026 - 05:01 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

SMARTRENT, INC.

(Name of Issuer)

Class A Common Stock, $0.0001 par value

(Title of Class of Securities)

83193G107

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 83193G107

1

Names of Reporting Persons

Long Pond Capital, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,610,150.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,610,150.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,610,150.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

2.91 %

12

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13G

CUSIP Number(s): 83193G107

1

Names of Reporting Persons

Long Pond Capital GP, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,610,150.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,610,150.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,610,150.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

2.91 %

12

Type of Reporting Person (See Instructions)

HC, OO

SCHEDULE 13G

CUSIP Number(s): 83193G107

1

Names of Reporting Persons

John Khoury

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW BRUNSWICK, CANADA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,610,150.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,610,150.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,610,150.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

2.91 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: SMARTRENT, INC.
(b)	Address of issuer's principal executive offices: 8665 E. Hartford Drive, Suite 200, Scottsdale, Arizona 85255
Item 2.
(a)	Name of person filing: Long Pond Capital, LP ("Long Pond LP") Long Pond Capital GP, LLC ("Long Pond LLC") John Khoury ("Mr. Khoury")
(b)	Address or principal business office or, if none, residence: 527 Madison Avenue, 15th Floor, New York, NY 10022
(c)	Citizenship: Long Pond LP is a limited partnership organized under the laws of the State of Delaware. Long Pond LLC is a limited liability company organized under the laws of the State of Delaware. Mr. Khoury is the principal of Long Pond LP and is a Canadian citizen.
(d)	Title of class of securities: Class A Common Stock, $0.0001 par value
(e)	CUSIP No.: 83193G107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 5,610,150
(b)	Percent of class: 2.91%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 5,610,150
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 5,610,150
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Certain funds to which Long Pond LP serves as investment manager have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Long Pond Capital, LP

Signature:	John Khoury
Name/Title:	John Khoury | Authorized Person
Date:	08/13/2026

Long Pond Capital GP, LLC

Signature:	John Khoury
Name/Title:	John Khoury | Authorized Person
Date:	08/13/2026

John Khoury

Signature:	John Khoury
Name/Title:	John Khoury | Self
Date:	08/13/2026