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SMAR

Smartsheet Inc.
SMAR

Delisted

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

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7 hedge funds and large institutions have $323K invested in Smartsheet Inc. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 359 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 367 → 7 (-360)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 359

100% less funds holding in top 10

Funds holding in top 10: 35 → 0 (-35)

100% less capital invested

Capital invested by funds: $7.78B → $323K (-$7.78B)

Holders
7
Holders Change
-360
Holders Change %
-98.09%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
359
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$73.8K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.19K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$798M
2
BlackRock
BlackRock
New York
-$547M
3
PCM
Pentwater Capital Management
Florida
-$501M
4
UBS Group
UBS Group
Switzerland
-$432M
5
HI
HBK Investments
Texas
-$385M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
226
Washington Capital Management
Washington
– -$649K -11,575 Closed
VPIM
227
Vanguard Personalized Indexing Management
California
– -$642K -11,464 Closed
Principal Financial Group
228
Principal Financial Group
Iowa
– -$637K -11,375 Closed
OAM
229
Oxford Asset Management
United Kingdom
– -$637K -11,370 Closed
Loomis, Sayles & Company
230
Loomis, Sayles & Company
Massachusetts
– -$634K -11,312 Closed
Raymond James Financial
231
Raymond James Financial
Florida
– -$612K -10,931 Closed
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
– -$581K -10,367 Closed
Walleye Trading
233
Walleye Trading
New York
– -$560K -10,000 Closed
Brown Advisory
234
Brown Advisory
Maryland
– -$539K -9,613 Closed
EAM
235
Evanson Asset Management
California
– -$532K -9,500 Closed
EWA
236
EP Wealth Advisors
California
– -$527K -9,404 Closed
Capital World Investors
237
Capital World Investors
California
– -$494K -8,825 Closed
AB
238
Amalgamated Bank
New York
– -$488K -8,709 Closed
SG Americas Securities
239
SG Americas Securities
New York
– -$486K -8,680 Closed
MIM
240
MetLife Investment Management
New Jersey
– -$468K -8,353 Closed
BJL
241
Brighton Jones LLC
Washington
– -$460K -8,211 Closed
CB
242
Commerce Bank
Missouri
– -$450K -8,030 Closed
FHA
243
Flagship Harbor Advisors
Massachusetts
– -$426K -7,596 Closed
PCTC
244
Perkins Coie Trust Company
Washington
– -$419K -7,481 Closed
BCM
245
Becker Capital Management
Oregon
– -$414K -7,380 Closed
MSRPS
246
Maryland State Retirement & Pension System
Maryland
– -$406K -7,242 Closed
CCM
247
Canal Capital Management
Virginia
– -$404K -7,214 Closed
URS
248
Utah Retirement Systems
Utah
– -$403K -7,200 Closed
CPIG
249
Chicago Partners Investment Group
Illinois
– -$394K -7,009 Closed
FFWA
250
FRG Family Wealth Advisors
Washington
– -$380K -6,778 Closed
8 9
10
11 12

SMAR Hedge Fund Activity: Q1 2025 in Review

7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2025, worth a combined $323K — down 100% from $7.78B a quarter earlier.

Sellers outnumbered buyers: 359 funds closed out of SMAR and 1 opened new positions — a net loss of 358 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $73.8K. The largest seller was Vanguard Group, exiting entirely with an estimated $798M sold.

  • 7 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2025, down from 367 in Q4 2024.
  • Funds reported $323K of Smartsheet Inc. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Smartsheet Inc. positions in Q1 2025 and 359 closed out, a net change of -358 holders.
  • The largest Smartsheet Inc. buyer in Q1 2025 was IFP Advisors, an estimated $73.8K added.
  • The largest Smartsheet Inc. seller in Q1 2025 was Vanguard Group, an estimated $798M sold.

Based on aggregated 13F filings for Q1 2025.