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SMAR

Smartsheet Inc.

Delisted

SMAR was delisted on the 21st of January, 2025.

278 hedge funds and large institutions have $7.06B invested in Smartsheet Inc. in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $48M | Put options by funds: $27.7M

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

7% less capital invested

Capital invested by funds: $7.55B → $7.06B (-$495M)

12% less funds holding

Funds holding: 315278 (-37)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 72

Holders
278
Holders Change
-37
Holders Change %
-11.75%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
37
Increased
118
Reduced
89
Closed
72
Calls
$48M
Puts
$27.7M
Net Calls
+$20.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Meeder Asset Management
Ohio
$162K +$177K +2,529 +14,050%
CG
227
Cutler Group
California
$159K -$981K -14,023 -85%
MIFH
228
Migdal Insurance & Financial Holdings
Israel
$134K +$42K +600 +40%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$130K +$7.63K +109 +6%
GC
230
Garde Capital
Washington
$128K -$30.2M -431,361 -100%
NFSG
231
Newbridge Financial Services Group
Florida
$117K
PAM
232
Panagora Asset Management
Massachusetts
$113K +$124K +1,769 New
SWM
233
Spire Wealth Management
Virginia
$105K +$117K +1,670 New
NIPH
234
NN Investment Partners Holdings
Netherlands
$89K +$98K +1,400 New
TRCT
235
Tower Research Capital (TRC)
New York
$80K -$257K -3,680 -75%
VFA
236
Valeo Financial Advisors
Indiana
$64K
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$41K +$7.42K +106 +20%
APA
238
American Portfolios Advisors
New York
$40K +$3.92K +56 +10%
CI
239
CAZ Investments
Texas
$38K -$42K -600 -50%
CCM
240
Covington Capital Management
California
$35K
Bessemer Group
241
Bessemer Group
New Jersey
$30K
ETC
242
Exchange Traded Concepts
Oklahoma
$29K -$15.7K -224 -33%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$28K
HNB
244
Huntington National Bank
Ohio
$26K
Baillie Gifford & Co
245
Baillie Gifford & Co
United Kingdom
$23K +$1.89K +27 +8%
GWM
246
Geneos Wealth Management
Colorado
$23K +$28K +400 New
TH
247
TCTC Holdings
Texas
$19K
JWM
248
Janiczek Wealth Management
Colorado
$19K +$8.4K +120 +65%
SWA
249
SOA Wealth Advisors
New York
$15K
BCA
250
Berman Capital Advisors
Georgia
$15K +$17.1K +245 New

SMAR Hedge Fund Activity: Q1 2021 in Review

278 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2021, worth a combined $7.06B — down 6.5% from $7.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMAR and 37 opened new positions — a net loss of 35 holders — while 89 trimmed existing stakes and 118 added.

The largest buyer was Dorsey Asset Management, adding an estimated $100M. The largest seller was 12 West Capital Management, cutting an estimated $149M.

  • 278 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2021, down from 315 in Q4 2020.
  • Funds reported $7.06B of Smartsheet Inc. stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 37 funds opened new Smartsheet Inc. positions in Q1 2021 and 72 closed out, a net change of -35 holders.
  • The largest Smartsheet Inc. buyer in Q1 2021 was Dorsey Asset Management, an estimated $100M added.
  • The largest Smartsheet Inc. seller in Q1 2021 was 12 West Capital Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.