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SMAR

Smartsheet Inc.

Delisted

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

319 hedge funds and large institutions have $7.95B invested in Smartsheet Inc. in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

121% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $26.9M

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more funds holding

Funds holding: 278319 (+41)

13% more capital invested

Capital invested by funds: $7.06B → $7.95B (+$893M)

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
76
Increased
133
Reduced
70
Closed
32
Calls
$59.5M
Puts
$26.9M
Net Calls
+$32.5M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
226
AQR Capital Management
Connecticut
$323K -$510K -8,168 -65%
IFWM
227
Institute for Wealth Management
Colorado
$318K +$34.9K +559 +15%
FC
228
Fulcrum Capital
Washington
$315K
US Bancorp
229
US Bancorp
Minnesota
$314K +$54.7K +877 +25%
Los Angeles Capital Management
230
Los Angeles Capital Management
California
$313K +$270K +4,326 New
SFG
231
Snider Financial Group
Washington
$313K +$275K +4,409 New
DFCM
232
Dark Forest Capital Management
Puerto Rico
$298K +$257K +4,118 New
CAM
233
Cresset Asset Management
Illinois
$289K +$250K +4,000 New
PP
234
Paloma Partners
Connecticut
$287K -$324K -5,187 -57%
LFAS
235
Level Four Advisory Services
Texas
$280K +$242K +3,871 New
Franklin Resources
236
Franklin Resources
California
$253K +$218K +3,497 New
HighTower Advisors
237
HighTower Advisors
Illinois
$252K +$8.05K +129 +4%
Comerica Bank
238
Comerica Bank
Texas
$247K -$2.5K -40 -1%
IRF
239
IBM Retirement Fund
New York
$246K -$33K -528 -13%
Simplex Trading
240
Simplex Trading
Illinois
$244K +$211K +3,383 New
VPIM
241
Vanguard Personalized Indexing Management
California
$240K +$207K +3,322 New
Stifel Financial
242
Stifel Financial
Missouri
$235K +$203K +3,255 New
AII
243
AGF Investments Inc
Ontario, Canada
$224K -$9.32M -149,314 -98%
FNBOO
244
First National Bank of Omaha
Nebraska
$223K
FHA
245
Flagship Harbor Advisors
Massachusetts
$222K +$192K +3,070 New
BC
246
Bridgefront Capital
Texas
$221K -$224K -3,596 -54%
CICI
247
Capital Investment Counsel Inc
North Carolina
$217K +$187K +3,000 New
HPWM
248
Highland Private Wealth Management
Washington
$217K +$187K +3,000 New
NIM
249
Northeast Investment Management
Massachusetts
$217K +$187K +3,000 New
LSA
250
Leonteq Securities AG
Switzerland
$217K

SMAR Hedge Fund Activity: Q2 2021 in Review

319 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2021, worth a combined $7.95B — up 13% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMAR positions and 32 closed out — a net gain of 44 holders — while 133 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $229M sold.

  • 319 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $7.95B of Smartsheet Inc. stock for Q2 2021, up 13% quarter-over-quarter.
  • 76 funds opened new Smartsheet Inc. positions in Q2 2021 and 32 closed out, a net change of +44 holders.
  • The largest Smartsheet Inc. buyer in Q2 2021 was JP Morgan Chase, an estimated $92.8M added.
  • The largest Smartsheet Inc. seller in Q2 2021 was Whale Rock Capital Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2021.