SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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7 hedge funds and large institutions have $323K invested in Smartsheet Inc. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 353 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
-356
Holders Change %
-98.07%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
353
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$74.1K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.16K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$798M
2
BlackRock
BlackRock
New York
-$547M
3
PCM
Pentwater Capital Management
Florida
-$501M
4
UBS Group
UBS Group
Switzerland
-$432M
5
VEPM
Vista Equity Partners Management
California
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
251
Freestone Capital Holdings
Washington
– -$342K -6,109 Closed
GF
252
Gries Financial
Ohio
– -$337K -6,013 Closed
PA
253
Profund Advisors
Maryland
– -$326K -5,818 Closed
Wolverine Trading
254
Wolverine Trading
Illinois
– -$305K -5,453 Closed
Russell Investments Group
255
Russell Investments Group
United Kingdom
– -$305K -5,445 Closed
AF
256
Advisornet Financial
Minnesota
– -$305K -5,444 Closed
Mariner
257
Mariner
Kansas
– -$298K -5,322 Closed
ProShare Advisors
258
ProShare Advisors
Maryland
– -$295K -5,259 Closed
Jones Financial Companies
259
Jones Financial Companies
Missouri
– -$280K -4,996 Closed
SFC
260
SYM Financial Corp
Indiana
– -$278K -4,956 Closed
Baird Financial Group
261
Baird Financial Group
Wisconsin
– -$276K -4,930 Closed
Ensign Peak Advisors
262
Ensign Peak Advisors
Utah
– -$273K -4,864 Closed
KBC Group
263
KBC Group
Belgium
– -$272K -4,855 Closed
LPL Financial
264
LPL Financial
California
– -$271K -4,844 Closed
TRCT
265
Tower Research Capital (TRC)
New York
– -$269K -4,809 Closed
FPAS
266
Focus Partners Advisor Solutions
Missouri
– -$269K -4,809 Closed
CA
267
Claro Advisors
Massachusetts
– -$266K -4,754 Closed
PCM
268
Polymer Capital Management
New York
– -$264K -4,712 Closed
GT
269
Glenmede Trust
Pennsylvania
– -$260K -4,643 Closed
MC
270
Machina Capital
France
– -$257K -4,595 Closed
IFWM
271
Institute for Wealth Management
Colorado
– -$246K -4,396 Closed
MNBTD
272
Moody National Bank Trust Division
Texas
– -$240K -4,290 Closed
Kovitz Investment Group Partners
273
Kovitz Investment Group Partners
Illinois
– -$238K -4,242 Closed
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
– -$238K -4,242 Closed
ECM
275
Everence Capital Management
Indiana
– -$236K -4,210 Closed
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