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SMAR

Smartsheet Inc.
SMAR

Delisted

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

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319 hedge funds and large institutions have $7.95B invested in Smartsheet Inc. in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

121% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $26.9M

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

15% more funds holding

Funds holding: 278 → 319 (+41)

13% more capital invested

Capital invested by funds: $7.06B → $7.95B (+$893M)

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
76
Increased
133
Reduced
70
Closed
32
Calls
$59.5M
Puts
$26.9M
Net Calls
+$32.5M
Net Calls Change
+$12.2M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$92.8M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$86.6M
3
FAM
Fred Alger Management
New York
+$74M
4
Goldman Sachs
Goldman Sachs
New York
+$67M
5
DCM
Dorsal Capital Management
California
+$62.4M

Top Sellers

Rank Fund Capital Flow
1
WRCM
Whale Rock Capital Management
Massachusetts
-$229M
2
ACA
Abdiel Capital Advisors
New York
-$195M
3
First Trust Advisors
First Trust Advisors
Illinois
-$116M
4
DIG
Dragoneer Investment Group
California
-$89.6M
5
JCAM
Jericho Capital Asset Management
New York
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
251
Bayesian Capital Management
New York
$213K +$184K +2,950 New
Wealthfront Advisers
252
Wealthfront Advisers
California
$204K +$176K +2,823 New
M&T Bank
253
M&T Bank
New York
$202K +$175K +2,810 New
EWA
254
Evolution Wealth Advisors
Florida
$189K +$163K +2,615 New
MC
255
Maverick Capital
Texas
$178K +$153K +2,455 New
NICM
256
Neo Ivy Capital Management
New York
$171K -$296K -4,736 -67%
MIFH
257
Migdal Insurance & Financial Holdings
Israel
$152K – – –
GC
258
Garde Capital
Washington
$145K – – –
NFSG
259
Newbridge Financial Services Group
Florida
$132K – – –
PAM
260
Panagora Asset Management
Massachusetts
$128K – – –
BAM
261
Belpointe Asset Management
Nevada
$118K +$102K +1,630 New
PCH
262
Polar Capital Holdings
United Kingdom
$115K +$45.5M +729,079 +85%
Lazard Asset Management
263
Lazard Asset Management
New York
$113K +$98K +1,570 New
NIPH
264
NN Investment Partners Holdings
Netherlands
$101K – – –
AAP
265
Arax Advisory Partners
Colorado
$80K +$69.4K +1,112 New
CAL
266
Capital Analysts LLC
Pennsylvania
$71K +$61.6K +987 New
ASN
267
Advisory Services Network
Georgia
$48K +$40.9K +656 New
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$47K +$1.37K +22 +3%
APA
269
American Portfolios Advisors
New York
$45.6K +$374 +6 +1%
BFEC
270
Benjamin F. Edwards & Company
Missouri
$44K +$37.8K +605 New
CI
271
CAZ Investments
Texas
$43K – – –
SOW
272
State of Wyoming
Wyoming
$42K +$24.4K +391 +214%
CCM
273
Covington Capital Management
California
$40K – – –
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$37K +$31.6K +506 New
Bessemer Group
275
Bessemer Group
New Jersey
$34K – – –
9 10
11
12 13

SMAR Hedge Fund Activity: Q2 2021 in Review

319 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2021, worth a combined $7.95B — up 13% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMAR positions and 32 closed out — a net gain of 44 holders — while 133 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $229M sold.

  • 319 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $7.95B of Smartsheet Inc. stock for Q2 2021, up 13% quarter-over-quarter.
  • 76 funds opened new Smartsheet Inc. positions in Q2 2021 and 32 closed out, a net change of +44 holders.
  • The largest Smartsheet Inc. buyer in Q2 2021 was JP Morgan Chase, an estimated $92.8M added.
  • The largest Smartsheet Inc. seller in Q2 2021 was Whale Rock Capital Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2021.