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SMAR

Smartsheet Inc.

Delisted

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

278 hedge funds and large institutions have $7.06B invested in Smartsheet Inc. in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $48M | Put options by funds: $27.7M

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

7% less capital invested

Capital invested by funds: $7.55B → $7.06B (-$495M)

12% less funds holding

Funds holding: 315278 (-37)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 72

Holders
278
Holders Change
-37
Holders Change %
-11.75%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
37
Increased
118
Reduced
89
Closed
72
Calls
$48M
Puts
$27.7M
Net Calls
+$20.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
251
Rockbridge Investment Management
New York
$13K +$6.16K +88 +79%
MWP
252
Meridian Wealth Partners
Pennsylvania
$13K +$14.2K +203 New
KPCM
253
Kings Point Capital Management
New York
$12K
SOW
254
State of Wyoming
Wyoming
$12K +$12.8K +183 New
S
255
SignatureFD
Georgia
$10K +$8.54K +122 +330%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$9K +$490 +7 +5%
FCA
257
FinTrust Capital Advisors
South Carolina
$8K -$770 -11 -8%
SPIA
258
Steward Partners Investment Advisory
New York
$7.99K -$12.2K -175 -58%
QCG
259
Quadrant Capital Group
Ohio
$7K +$630 +9 +9%
HFM
260
Harvest Fund Management
China
$6K -$1.4K -20 -17%
PA
261
Parallel Advisors
California
$4K +$2.8K +40 +222%
ADIM
262
Alpha DNA Investment Management
Maryland
$4K +$3.29K +47 +224%
AIC
263
Ameritas Investment Company
Nebraska
$3.2K +$3.5K +50 New
CFGS
264
Concourse Financial Group Securities
Alabama
$3K
LJHT
265
Laurie J. Hall Trustee
$3K
PLU
266
Performa Ltd (US)
South Carolina
$2K
TJHA
267
Thomas J. Herzfeld Advisors
Florida
$2K
LC
268
Lindbrook Capital
California
$2K +$2.45K +35 New
Nisa Investment Advisors
269
Nisa Investment Advisors
Missouri
$1.66K +$1.82M +26,000 New
ED
270
Exane Derivatives
France
$1.47K +$1.61K +23 New
WPA
271
West Paces Advisors
Georgia
$1.28K
Walleye Capital
272
Walleye Capital
New York
$1.05K +$1.15M +16,368 New
NFG
273
Next Financial Group
Texas
$1K -$7.49K -107 -90%
SFS
274
Sowell Financial Services
Arkansas
$1K -$1.05K -15 -41%
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$1K

SMAR Hedge Fund Activity: Q1 2021 in Review

278 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2021, worth a combined $7.06B — down 6.5% from $7.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMAR and 37 opened new positions — a net loss of 35 holders — while 89 trimmed existing stakes and 118 added.

The largest buyer was Dorsey Asset Management, adding an estimated $100M. The largest seller was 12 West Capital Management, cutting an estimated $149M.

  • 278 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2021, down from 315 in Q4 2020.
  • Funds reported $7.06B of Smartsheet Inc. stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 37 funds opened new Smartsheet Inc. positions in Q1 2021 and 72 closed out, a net change of -35 holders.
  • The largest Smartsheet Inc. buyer in Q1 2021 was Dorsey Asset Management, an estimated $100M added.
  • The largest Smartsheet Inc. seller in Q1 2021 was 12 West Capital Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.