We are live on ! Find out more
SMAR

Smartsheet Inc.

Delisted

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

411 hedge funds and large institutions have $7.18B invested in Smartsheet Inc. in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

31% more capital invested

Capital invested by funds: $5.49B → $7.18B (+$1.68B)

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

4% more funds holding

Funds holding: 395411 (+16)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

1% more call options, than puts

Call options by funds: $144M | Put options by funds: $142M

Holders
411
Holders Change
+16
Holders Change %
+4.05%
% of All Funds
5.9%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.39%
New
109
Increased
134
Reduced
126
Closed
90
Calls
$144M
Puts
$142M
Net Calls
+$1.92M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$902K +$13K +269 +2%
Squarepoint
227
Squarepoint
New York
$902K -$23M -474,444 -97%
SA
228
Sanctuary Advisors
Indiana
$874K -$479K -9,889 -39%
QCM
229
Qsemble Capital Management
New York
$871K -$271K -5,582 -26%
DC
230
Diametric Capital
Massachusetts
$870K +$762K +15,719 New
ET
231
Entropy Technologies
New York
$869K -$1.02M -20,964 -57%
Nomura Holdings
232
Nomura Holdings
Japan
$830K +$727K +15,000 New
Two Sigma Investments
233
Two Sigma Investments
New York
$792K -$795K -16,400 -53%
WCM
234
Washington Capital Management
Washington
$774K -$281K -5,800 -29%
ECM
235
Evergreen Capital Management
Washington
$755K +$2.81K +58 +0.4%
CIC
236
Cornercap Investment Counsel
Georgia
$748K -$669K -13,808 -51%
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$748K
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$737K +$282K +5,811 +77%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$737K -$447K -9,225 -41%
LFG
240
Larson Financial Group
Missouri
$734K +$13.4K +277 +2%
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$730K -$254K -5,241 -28%
Vontobel Holding
242
Vontobel Holding
Switzerland
$725K -$38.8K -800 -6%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$723K -$11.4M -235,801 -95%
BCM
244
BCK Capital Management
Connecticut
$720K +$630K +13,000 New
SOW
245
State of Wyoming
Wyoming
$712K +$278K +5,731 +80%
VF
246
Virtu Financial
New York
$695K +$608K +12,550 New
VIM
247
VELA Investment Management
Ohio
$680K
SCM
248
Sirios Capital Management
Massachusetts
$679K -$3.42M -70,551 -85%
IC
249
IEQ Capital
California
$666K +$583K +12,035 New
VPIM
250
Vanguard Personalized Indexing Management
California
$659K +$62K +1,279 +12%

SMAR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2024, worth a combined $7.18B — up 31% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SMAR positions and 90 closed out — a net gain of 19 holders — while 134 added to existing stakes and 126 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $332M. The largest seller was Capital World Investors, cutting an estimated $239M.

  • 411 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $7.18B of Smartsheet Inc. stock for Q3 2024, up 31% quarter-over-quarter.
  • 109 funds opened new Smartsheet Inc. positions in Q3 2024 and 90 closed out, a net change of +19 holders.
  • The largest Smartsheet Inc. buyer in Q3 2024 was Pentwater Capital Management, an estimated $332M added.
  • The largest Smartsheet Inc. seller in Q3 2024 was Capital World Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2024.