We are live on ! Find out more
SMAR

Smartsheet Inc.
SMAR

Delisted

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

Back to rankings

256 hedge funds and large institutions have $6.1B invested in Smartsheet Inc. in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 101 increasing their positions, 53 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 38

91% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 53

37% more capital invested

Capital invested by funds: $4.46B → $6.1B (+$1.63B)

30% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $31.9M

21% more funds holding

Funds holding: 212 → 256 (+44)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

Holders
256
Holders Change
+44
Holders Change %
+20.75%
% of All Funds
5.25%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
83
Increased
101
Reduced
53
Closed
38
Calls
$41.4M
Puts
$31.9M
Net Calls
+$9.55M
Net Calls Change
-$3.7M

Top Buyers

Rank Fund Capital Flow
1
BCM
Brown Capital Management
Maryland
+$126M
2
DCP
D1 Capital Partners
New York
+$117M
3
CIP
Champlain Investment Partners
Vermont
+$96.3M
4
DAM
Dorsey Asset Management
Illinois
+$83.2M
5
BlackRock
BlackRock
New York
+$74.6M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$117M
2
Citadel Advisors
Citadel Advisors
Florida
-$63.3M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$43.3M
4
VM
Valinor Management
New York
-$35.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$33.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
251
Orion Portfolio Solutions
Nebraska
$1K +$204 +4 +29%
EWP
252
Engrave Wealth Partners
Texas
$1K +$1.83K +36 New
JG
253
Jefferies Group
New York
$713 +$713K +14,000 New
FCH
254
Freestone Capital Holdings
Washington
$673 -$96.2K -1,890 -13%
VM
255
Valinor Management
New York
– -$35.5M -856,376 Closed
Franklin Resources
256
Franklin Resources
California
– -$25.2M -606,231 Closed
Millennium Management
257
Millennium Management
New York
– -$21.2M -510,066 Closed
HCM
258
Hitchwood Capital Management
New York
– -$19.1M -460,000 Closed
PWAM
259
Park West Asset Management
California
– -$13.5M -324,481 Closed
LCG
260
Luxor Capital Group
New York
– -$12.9M -311,708 Closed
CCM
261
CAAS Capital Management
New York
– -$12.8M -307,190 Closed
DM
262
Diker Management
New York
– -$11.1M -268,033 Closed
AP
263
AlpInvest Partners
Netherlands
– -$7.5M -180,553 Closed
Artisan Partners
264
Artisan Partners
Wisconsin
– -$5.75M -138,530 Closed
PC
265
Pier Capital
Connecticut
– -$4.83M -116,390 Closed
AA
266
Ancora Advisors
Ohio
– -$4.26M -102,713 Closed
DCM
267
Driehaus Capital Management
Illinois
– -$3.96M -95,436 Closed
OCM
268
Osterweis Capital Management
California
– -$2.63M -63,440 Closed
Assenagon Asset Management
269
Assenagon Asset Management
Luxembourg
– -$2.5M -60,137 Closed
FWC
270
First Washington Corp
Washington
– -$3.03M -59,595 Closed
PCR
271
Potrero Capital Research
California
– -$1.25M -30,000 Closed
EF
272
Empowered Funds
Pennsylvania
– -$1.22M -27,090 Closed
SEC
273
Seven Eight Capital
New York
– -$1.03M -24,800 Closed
FEG
274
Financial Enhancement Group
Indiana
– -$984K -23,694 Closed
OPERF
275
Oregon Public Employees Retirement Fund
Oregon
– -$772K -18,599 Closed
8 9 10
11
12

SMAR Hedge Fund Activity: Q2 2020 in Review

256 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2020, worth a combined $6.1B — up 37% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SMAR positions and 38 closed out — a net gain of 45 holders — while 101 added to existing stakes and 53 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $126M. The largest seller was T. Rowe Price Associates, cutting an estimated $117M.

  • 256 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2020, up from 212 in Q1 2020.
  • Funds reported $6.1B of Smartsheet Inc. stock for Q2 2020, up 37% quarter-over-quarter.
  • 83 funds opened new Smartsheet Inc. positions in Q2 2020 and 38 closed out, a net change of +45 holders.
  • The largest Smartsheet Inc. buyer in Q2 2020 was Brown Capital Management, an estimated $126M added.
  • The largest Smartsheet Inc. seller in Q2 2020 was T. Rowe Price Associates, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2020.