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SMAR

Smartsheet Inc.

Delisted

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

320 hedge funds and large institutions have $7.57B invested in Smartsheet Inc. in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

12% more call options, than puts

Call options by funds: $53M | Put options by funds: $47.2M

0% more funds holding

Funds holding: 319320 (+1)

5% less capital invested

Capital invested by funds: $7.95B → $7.57B (-$386M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
5.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
46
Increased
121
Reduced
96
Closed
41
Calls
$53M
Puts
$47.2M
Net Calls
+$5.75M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
251
Vanguard Personalized Indexing Management
California
$229K +$368 +5 +0.2%
CG
252
Caprock Group
Idaho
$228K +$244K +3,315 New
EWA
253
Evolution Wealth Advisors
Florida
$225K +$48.2K +656 +25%
FHA
254
Flagship Harbor Advisors
Massachusetts
$222K
Wellington Management Group
255
Wellington Management Group
Massachusetts
$207K +$221K +3,003 New
LSA
256
Leonteq Securities AG
Switzerland
$206K
CICI
257
Capital Investment Counsel Inc
North Carolina
$206K
HPWM
258
Highland Private Wealth Management
Washington
$206K
NIM
259
Northeast Investment Management
Massachusetts
$206K
MML Investors Services
260
MML Investors Services
Massachusetts
$200K +$214K +2,910 New
NFSG
261
Newbridge Financial Services Group
Florida
$172K +$49.6K +675 +37%
AIG
262
American International Group
New York
$162K -$13.2K -180 -7%
MIFH
263
Migdal Insurance & Financial Holdings
Israel
$145K
AAP
264
Arax Advisory Partners
Colorado
$136K +$63.5K +864 +78%
GC
265
Garde Capital
Washington
$112K -$27.6K -375 -19%
PCH
266
Polar Capital Holdings
United Kingdom
$110K +$1.17M +15,910 +1%
Lazard Asset Management
267
Lazard Asset Management
New York
$103K -$4.93K -67 -4%
Twin Tree Management
268
Twin Tree Management
Texas
$88K -$2.5M -33,993 -96%
SOW
269
State of Wyoming
Wyoming
$77K +$40.1K +545 +95%
FPA
270
First Pacific Advisors
California
$77K +$82K +1,115 New
IA
271
IFP Advisors
Florida
$75K +$80.5K +1,095 +36,500%
HFM
272
Harvest Fund Management
China
$74K +$72K +979 +969%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$72K +$74.8K +1,017 +3,632%
MAM
274
Meeder Asset Management
Ohio
$69K +$73.8K +1,004 +16,733%
CAL
275
Capital Analysts LLC
Pennsylvania
$68K

SMAR Hedge Fund Activity: Q3 2021 in Review

320 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2021, worth a combined $7.57B — down 4.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SMAR positions and 41 closed out — a net gain of 5 holders — while 121 added to existing stakes and 96 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $89M. The largest seller was Champlain Investment Partners, cutting an estimated $75.2M.

  • 320 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $7.57B of Smartsheet Inc. stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 46 funds opened new Smartsheet Inc. positions in Q3 2021 and 41 closed out, a net change of +5 holders.
  • The largest Smartsheet Inc. buyer in Q3 2021 was Fred Alger Management, an estimated $89M added.
  • The largest Smartsheet Inc. seller in Q3 2021 was Champlain Investment Partners, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2021.