We are live on ! Find out more
SMAR

Smartsheet Inc.

Delisted

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

411 hedge funds and large institutions have $7.18B invested in Smartsheet Inc. in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

31% more capital invested

Capital invested by funds: $5.49B → $7.18B (+$1.68B)

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

4% more funds holding

Funds holding: 395411 (+16)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

1% more call options, than puts

Call options by funds: $144M | Put options by funds: $142M

Holders
411
Holders Change
+16
Holders Change %
+4.05%
% of All Funds
5.9%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.39%
New
109
Increased
134
Reduced
126
Closed
90
Calls
$144M
Puts
$142M
Net Calls
+$1.92M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
251
Synovus Financial
Georgia
$656K +$22.8K +471 +4%
Wolverine Trading
252
Wolverine Trading
Illinois
$655K +$574K +11,831 New
Principal Financial Group
253
Principal Financial Group
Iowa
$639K +$12.9K +266 +2%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$635K -$453K -9,345 -45%
IIM
255
Ironwood Investment Management
Massachusetts
$634K +$9.31K +192 +2%
Loomis, Sayles & Company
256
Loomis, Sayles & Company
Massachusetts
$626K +$68.2K +1,407 +14%
Focus Partners Wealth
257
Focus Partners Wealth
Massachusetts
$602K +$527K +10,875 New
Creative Planning
258
Creative Planning
Kansas
$597K +$35K +721 +7%
LIP
259
Lighthouse Investment Partners
Florida
$585K +$513K +10,574 New
WAM
260
Wolverine Asset Management
Illinois
$576K +$504K +10,400 New
IMC Chicago
261
IMC Chicago
Illinois
$575K +$504K +10,391 New
BJL
262
Brighton Jones LLC
Washington
$570K -$194K -4,009 -28%
RIA
263
Regal Investment Advisors
Michigan
$569K +$291 +6 +0.1%
AFM
264
Anson Funds Management
Texas
$554K +$485K +10,000 New
FLC
265
Fifth Lane Capital
Texas
$554K +$485K +10,000 New
Skandinaviska Enskilda Banken (SEB)
266
Skandinaviska Enskilda Banken (SEB)
Sweden
$554K +$485K +10,000 New
BC
267
Bridgefront Capital
Texas
$543K +$476K +9,810 New
AI
268
Atria Investments
North Carolina
$540K +$14K +289 +3%
OR
269
Olympiad Research
Connecticut
$536K -$162K -3,335 -26%
GCP
270
GSA Capital Partners
United Kingdom
$530K -$1.73M -35,658 -79%
EAM
271
Evanson Asset Management
California
$526K
FCH
272
Freestone Capital Holdings
Washington
$508K -$34.4K -710 -7%
VIA
273
Virtus Investment Advisers
Connecticut
$481K +$145K +3,000 +53%
QL
274
Quarry LP
New York
$477K +$67.6K +1,395 +19%
AB
275
Amalgamated Bank
New York
$470K -$9.02K -186 -2%

SMAR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2024, worth a combined $7.18B — up 31% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SMAR positions and 90 closed out — a net gain of 19 holders — while 134 added to existing stakes and 126 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $332M. The largest seller was Capital World Investors, cutting an estimated $239M.

  • 411 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $7.18B of Smartsheet Inc. stock for Q3 2024, up 31% quarter-over-quarter.
  • 109 funds opened new Smartsheet Inc. positions in Q3 2024 and 90 closed out, a net change of +19 holders.
  • The largest Smartsheet Inc. buyer in Q3 2024 was Pentwater Capital Management, an estimated $332M added.
  • The largest Smartsheet Inc. seller in Q3 2024 was Capital World Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2024.