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SMAR

Smartsheet Inc.

Delisted

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

322 hedge funds and large institutions have $6.25B invested in Smartsheet Inc. in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

10% less funds holding

Funds holding: 359322 (-37)

19% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $36.5M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

29% less capital invested

Capital invested by funds: $8.83B → $6.25B (-$2.58B)

46% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 74

Holders
322
Holders Change
-37
Holders Change %
-10.31%
% of All Funds
5.08%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
40
Increased
129
Reduced
107
Closed
74
Calls
$29.4M
Puts
$36.5M
Net Calls
-$7.04M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
226
ProShare Advisors
Maryland
$395K -$120K -2,108 -23%
Nomura Holdings
227
Nomura Holdings
Japan
$389K -$237K -4,148 -37%
JG
228
Jefferies Group
New York
$387K -$224K -3,929 -36%
AssetMark Inc
229
AssetMark Inc
California
$380K +$220K +3,845 +124%
CP
230
CenterBook Partners
Connecticut
$379K +$395K +6,923 New
FFWA
231
FRG Family Wealth Advisors
Washington
$371K
B
232
BloombergSen
Ontario, Canada
$370K +$386K +6,750 New
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$361K -$31.9K -558 -8%
DU
234
Delphia (USA)
Ontario, Canada
$357K +$212K +3,713 +132%
URS
235
Utah Retirement Systems
Utah
$351K
IMRF
236
Illinois Municipal Retirement Fund
Illinois
$340K
AR
237
Advisory Research
Illinois
$326K +$340K +5,956 New
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$318K +$331K +5,800 New
ACM
239
Adalta Capital Management
New York
$311K -$81.7K -1,430 -20%
Manulife (Manufacturers Life Insurance)
240
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$308K +$318K +5,566 New
HSBC Holdings
241
HSBC Holdings
United Kingdom
$304K +$315K +5,511 New
WG
242
Winton Group
United Kingdom
$297K -$36.1K -632 -10%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$287K
FHA
244
Flagship Harbor Advisors
Massachusetts
$269K +$15.1K +265 +6%
BRWA
245
B. Riley Wealth Advisors
Florida
$249K +$67.4K +1,180 +35%
ACM
246
AlphaCrest Capital Management
New York
$246K -$114K -1,990 -31%
IFWM
247
Institute for Wealth Management
Colorado
$241K
SCA
248
Spearhead Capital Advisors
Florida
$240K -$116K -2,030 -32%
XT
249
XTX Topco
Cayman Islands
$238K +$248K +4,337 New
SFG
250
Snider Financial Group
Washington
$234K -$4.86K -85 -2%

SMAR Hedge Fund Activity: Q1 2022 in Review

322 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2022, worth a combined $6.25B — down 29% from $8.83B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SMAR and 40 opened new positions — a net loss of 34 holders — while 107 trimmed existing stakes and 129 added.

The largest buyer was Capital World Investors, adding an estimated $88.1M. The largest seller was Foxhaven Asset Management, exiting entirely with an estimated $189M sold.

  • 322 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $6.25B of Smartsheet Inc. stock for Q1 2022, down 29% quarter-over-quarter.
  • 40 funds opened new Smartsheet Inc. positions in Q1 2022 and 74 closed out, a net change of -34 holders.
  • The largest Smartsheet Inc. buyer in Q1 2022 was Capital World Investors, an estimated $88.1M added.
  • The largest Smartsheet Inc. seller in Q1 2022 was Foxhaven Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2022.