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SMAR

Smartsheet Inc.

Delisted

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

293 hedge funds and large institutions have $4.01B invested in Smartsheet Inc. in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $22.4M

8% more capital invested

Capital invested by funds: $3.72B → $4.01B (+$292M)

9% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 103

3% less funds holding

Funds holding: 302293 (-9)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
5.05%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
35
Increased
112
Reduced
103
Closed
43
Calls
$57.7M
Puts
$22.4M
Net Calls
+$35.2M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
251
Lindbrook Capital
California
$17K +$2K +59 +14%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$17K +$12.1K +358 +252%
Bessemer Group
253
Bessemer Group
New Jersey
$16K
NICM
254
Neo Ivy Capital Management
New York
$16K +$15.8K +467 New
EI
255
Ellevest Inc
New York
$15K -$19.9K -586 -57%
PA
256
Parallel Advisors
California
$15K +$8.2K +242 +121%
PTC
257
Private Trust Company
Ohio
$14K
TWA
258
TCI Wealth Advisors
Arizona
$13K
Baillie Gifford & Co
259
Baillie Gifford & Co
United Kingdom
$12K +$1.39K +41 +13%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$12K +$1.76K +52 +17%
FHA
261
First Horizon Advisors
Tennessee
$11K -$4.34K -128 -28%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$10K
HFM
263
Harvest Fund Management
China
$9K
AWM
264
Abound Wealth Management
Tennessee
$8.04K +$7.93K +234 New
SWA
265
SOA Wealth Advisors
New York
$8K
IA
266
IFP Advisors
Florida
$8K +$8.88K +262 +1,871%
C
267
Covestor
United Kingdom
$7K -$34 -1 -0.5%
CT
268
Cambridge Trust
Massachusetts
$7K
PFA
269
Professional Financial Advisors
Nebraska
$7K +$7.08K +209 New
FCA
270
FinTrust Capital Advisors
South Carolina
$6K -$4.13K -122 -42%
QCG
271
Quadrant Capital Group
Ohio
$5K -$8.44K -249 -64%
GWS
272
Glassman Wealth Services
Virginia
$5K -$678 -20 -13%
AAP
273
Arax Advisory Partners
Colorado
$5K
CAL
274
Capital Advisors Ltd
Ohio
$4K +$2.85K +84 +311%
HI
275
Harbour Investments
Wisconsin
$3K

SMAR Hedge Fund Activity: Q3 2022 in Review

293 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2022, worth a combined $4.01B — up 7.9% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SMAR and 35 opened new positions — a net loss of 8 holders — while 103 trimmed existing stakes and 112 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $82.1M. The largest seller was Millennium Management, cutting an estimated $71.3M.

  • 293 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2022, down from 302 in Q2 2022.
  • Funds reported $4.01B of Smartsheet Inc. stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 35 funds opened new Smartsheet Inc. positions in Q3 2022 and 43 closed out, a net change of -8 holders.
  • The largest Smartsheet Inc. buyer in Q3 2022 was Eminence Capital, an estimated $82.1M added.
  • The largest Smartsheet Inc. seller in Q3 2022 was Millennium Management, an estimated $71.3M sold.

Based on aggregated 13F filings for Q3 2022.