We are live on ! Find out more
SMAR

Smartsheet Inc.

Delisted

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

293 hedge funds and large institutions have $4.01B invested in Smartsheet Inc. in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $22.4M

8% more capital invested

Capital invested by funds: $3.72B → $4.01B (+$292M)

9% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 103

3% less funds holding

Funds holding: 302293 (-9)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
5.05%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
35
Increased
112
Reduced
103
Closed
43
Calls
$57.7M
Puts
$22.4M
Net Calls
+$35.2M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
TownSquare Capital
Utah
$204K +$202K +5,950 New
TCM
227
Teza Capital Management
Illinois
$202K +$199K +5,884 New
ACM
228
Adalta Capital Management
New York
$193K -$2.54K -75 -1%
AF
229
Advisornet Financial
Minnesota
$187K +$185K +5,448 New
TRCT
230
Tower Research Capital (TRC)
New York
$185K +$172K +5,063 +1,485%
LFG
231
Larson Financial Group
Missouri
$182K +$170K +5,030 +1,803%
Osaic Holdings
232
Osaic Holdings
Arizona
$157K -$86.8K -2,562 -36%
FM
233
Freemont Management
Switzerland
$144K +$88.4K +2,609 +164%
US Bancorp
234
US Bancorp
Minnesota
$144K +$100K +2,964 +239%
VIA
235
Virtus Investment Advisers
Connecticut
$125K +$123K +3,637 New
AAM
236
Advisors Asset Management
Colorado
$122K +$3.93K +116 +3%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$94K +$75.5K +2,228 +419%
NFSG
238
Newbridge Financial Services Group
Florida
$85K
CG
239
Cutler Group
California
$82K +$44.2K +1,303 +118%
SOW
240
State of Wyoming
Wyoming
$78K -$1.86K -55 -2%
AIG
241
American International Group
New York
$68K +$237 +7 +0.4%
PCH
242
Polar Capital Holdings
United Kingdom
$65.4K +$21.9M +646,650 +51%
Lazard Asset Management
243
Lazard Asset Management
New York
$58K -$10.1K -299 -15%
S
244
SignatureFD
Georgia
$37K +$13.2K +390 +57%
CI
245
CAZ Investments
Texas
$31K
WFA
246
Wipfli Financial Advisors
Wisconsin
$30K +$29.4K +869 New
PLU
247
Performa Ltd (US)
South Carolina
$28K +$8.47K +250 +43%
CCM
248
Covington Capital Management
California
$19K
APA
249
American Portfolios Advisors
New York
$17.7K -$4.68K -138 -21%
AIM
250
Anchor Investment Management
South Carolina
$17.2K -$77.9K -2,300 -82%

SMAR Hedge Fund Activity: Q3 2022 in Review

293 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2022, worth a combined $4.01B — up 7.9% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SMAR and 35 opened new positions — a net loss of 8 holders — while 103 trimmed existing stakes and 112 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $82.1M. The largest seller was Millennium Management, cutting an estimated $71.3M.

  • 293 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2022, down from 302 in Q2 2022.
  • Funds reported $4.01B of Smartsheet Inc. stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 35 funds opened new Smartsheet Inc. positions in Q3 2022 and 43 closed out, a net change of -8 holders.
  • The largest Smartsheet Inc. buyer in Q3 2022 was Eminence Capital, an estimated $82.1M added.
  • The largest Smartsheet Inc. seller in Q3 2022 was Millennium Management, an estimated $71.3M sold.

Based on aggregated 13F filings for Q3 2022.