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SMAR

Smartsheet Inc.

Delisted

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

359 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 99

17% more capital invested

Capital invested by funds: $7.57B → $8.83B (+$1.27B)

12% more funds holding

Funds holding: 320359 (+39)

10% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $72.3M

Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
32
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
251
Valmark Advisers
Ohio
$360K -$203K -2,899 -38%
FHA
252
Flagship Harbor Advisors
Massachusetts
$359K +$109K +1,567 +51%
FAM
253
Fulcrum Asset Management
United Kingdom
$356K
FRM
254
Fox Run Management
Connecticut
$354K +$319K +4,567 New
US Bancorp
255
US Bancorp
Minnesota
$345K -$9.71K -139 -3%
Franklin Resources
256
Franklin Resources
California
$342K +$57.3K +820 +23%
IFWM
257
Institute for Wealth Management
Colorado
$340K
SFG
258
Snider Financial Group
Washington
$333K +$4.68K +67 +2%
EGM
259
Engineers Gate Manager
New York
$308K -$634K -9,074 -70%
MFS
260
Mirabella Financial Services
United Kingdom
$305K +$275K +3,935 New
GAM
261
Gotham Asset Management
New York
$302K +$272K +3,899 New
AP
262
Adero Partners
California
$291K +$262K +3,752 New
Parallax Volatility Advisers
263
Parallax Volatility Advisers
California
$285K +$257K +3,684 New
CG
264
Caprock Group
Idaho
$277K +$18.2K +260 +8%
CCM
265
Coldstream Capital Management
Washington
$277K +$250K +3,574 New
LFP
266
Leeward Financial Partners
Washington
$268K +$242K +3,463 New
MML Investors Services
267
MML Investors Services
Massachusetts
$265K +$36K +515 +18%
BRWA
268
B. Riley Wealth Advisors
Florida
$260K +$235K +3,362 New
FCM
269
Fortis Capital Management
Washington
$257K +$232K +3,318 New
VI
270
Versor Investments
New York
$253K +$229K +3,272 New
YIH
271
Y-Intercept (HK)
Hong Kong
$245K -$346K -4,952 -61%
Canada Pension Plan Investment Board
272
Canada Pension Plan Investment Board
Ontario, Canada
$241K -$513K -7,344 -70%
AssetMark Inc
273
AssetMark Inc
California
$240K +$207K +2,959 +2,208%
HPWM
274
Highland Private Wealth Management
Washington
$233K +$419 +6 +0.2%
CICI
275
Capital Investment Counsel Inc
North Carolina
$232K

SMAR Hedge Fund Activity: Q4 2021 in Review

359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2021, worth a combined $8.83B — up 17% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 32 closed out — a net gain of 42 holders — while 139 added to existing stakes and 99 trimmed.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $203M. The largest seller was AllianceBernstein, cutting an estimated $60.4M.

  • 359 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $8.83B of Smartsheet Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2021 and 32 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2021 was North Peak Capital Management, an estimated $203M added.
  • The largest Smartsheet Inc. seller in Q4 2021 was AllianceBernstein, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2021.