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SMAR

Smartsheet Inc.

Delisted

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

320 hedge funds and large institutions have $7.57B invested in Smartsheet Inc. in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

12% more call options, than puts

Call options by funds: $53M | Put options by funds: $47.2M

0% more funds holding

Funds holding: 319320 (+1)

5% less capital invested

Capital invested by funds: $7.95B → $7.57B (-$386M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
5.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
46
Increased
121
Reduced
96
Closed
41
Calls
$53M
Puts
$47.2M
Net Calls
+$5.75M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Aevitas Wealth Management
Massachusetts
$424K +$88.2K +1,200 +24%
Stifel Financial
227
Stifel Financial
Missouri
$409K +$198K +2,692 +83%
ACM
228
AlphaCrest Capital Management
New York
$408K +$436K +5,931 New
ESCM
229
Echo Street Capital Management
New York
$392K -$162K -2,201 -28%
BSW
230
Buckingham Strategic Wealth
Missouri
$387K +$413K +5,621 New
TC
231
TownSquare Capital
Utah
$368K +$393K +5,341 New
FAM
232
Fulcrum Asset Management
United Kingdom
$356K
XT
233
XTX Topco
Cayman Islands
$350K -$141K -1,917 -27%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$346K +$38.4K +522 +12%
Verition Fund Management
235
Verition Fund Management
Connecticut
$335K +$358K +4,874 New
PFA
236
Professional Financial Advisors
Nebraska
$325K +$347K +4,721 New
US Bancorp
237
US Bancorp
Minnesota
$317K +$20.4K +277 +6%
CG
238
Cutler Group
California
$316K -$304K -4,135 -47%
IFWM
239
Institute for Wealth Management
Colorado
$303K
Los Angeles Capital Management
240
Los Angeles Capital Management
California
$298K
SFG
241
Snider Financial Group
Washington
$296K -$8.68K -118 -3%
LFAS
242
Level Four Advisory Services
Texas
$295K +$30.3K +412 +11%
Marshall Wace
243
Marshall Wace
United Kingdom
$267K -$2.19M -29,809 -88%
TRCT
244
Tower Research Capital (TRC)
New York
$267K +$267K +3,632 +1,408%
SM
245
Sciencast Management
New Jersey
$266K -$117K -1,592 -29%
Franklin Resources
246
Franklin Resources
California
$248K +$7.5K +102 +3%
JF
247
Jump Financial
Illinois
$248K +$265K +3,602 New
FNBOO
248
First National Bank of Omaha
Nebraska
$243K +$2.72K +37 +1%
Simplex Trading
249
Simplex Trading
Illinois
$236K -$7.35K -100 -3%
IRF
250
IBM Retirement Fund
New York
$234K

SMAR Hedge Fund Activity: Q3 2021 in Review

320 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2021, worth a combined $7.57B — down 4.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SMAR positions and 41 closed out — a net gain of 5 holders — while 121 added to existing stakes and 96 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $89M. The largest seller was Champlain Investment Partners, cutting an estimated $75.2M.

  • 320 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $7.57B of Smartsheet Inc. stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 46 funds opened new Smartsheet Inc. positions in Q3 2021 and 41 closed out, a net change of +5 holders.
  • The largest Smartsheet Inc. buyer in Q3 2021 was Fred Alger Management, an estimated $89M added.
  • The largest Smartsheet Inc. seller in Q3 2021 was Champlain Investment Partners, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2021.