SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
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 353 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
-356
Holders Change %
-98.07%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
353
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$74.1K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.16K

Top Sellers

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
VEPM
Vista Equity Partners Management
California
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
226
Oxford Asset Management
United Kingdom
– -$637K -11,370 Closed
Loomis, Sayles & Company
227
Loomis, Sayles & Company
Massachusetts
– -$634K -11,312 Closed
Raymond James Financial
228
Raymond James Financial
Florida
– -$612K -10,931 Closed
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
– -$581K -10,367 Closed
Walleye Trading
230
Walleye Trading
New York
– -$560K -10,000 Closed
Brown Advisory
231
Brown Advisory
Maryland
– -$539K -9,613 Closed
EAM
232
Evanson Asset Management
California
– -$532K -9,500 Closed
EWA
233
EP Wealth Advisors
California
– -$527K -9,404 Closed
Capital World Investors
234
Capital World Investors
California
– -$494K -8,825 Closed
AB
235
Amalgamated Bank
New York
– -$488K -8,709 Closed
SG Americas Securities
236
SG Americas Securities
New York
– -$486K -8,680 Closed
MIM
237
MetLife Investment Management
New Jersey
– -$468K -8,353 Closed
BJL
238
Brighton Jones LLC
Washington
– -$460K -8,211 Closed
CB
239
Commerce Bank
Missouri
– -$450K -8,030 Closed
FHA
240
Flagship Harbor Advisors
Massachusetts
– -$426K -7,596 Closed
PCTC
241
Perkins Coie Trust Company
Washington
– -$419K -7,481 Closed
BCM
242
Becker Capital Management
Oregon
– -$414K -7,380 Closed
MSRPS
243
Maryland State Retirement & Pension System
Maryland
– -$406K -7,242 Closed
URS
244
Utah Retirement Systems
Utah
– -$403K -7,200 Closed
CPIG
245
Chicago Partners Investment Group
Illinois
– -$394K -7,009 Closed
FFWA
246
FRG Family Wealth Advisors
Washington
– -$380K -6,778 Closed
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
– -$375K -6,691 Closed
PAG
248
Poinciana Advisors Group
Florida
– -$356K -6,346 Closed
AFGAS
249
Allegiance Financial Group Advisory Services
Virginia
– -$347K -6,193 Closed
CPA
250
Capital Performance Advisors
California
– -$345K -6,165 Closed
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