We are live on ! Find out more
SMAR

Smartsheet Inc.
SMAR

Delisted

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

Back to rankings

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 359 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 367 → 7 (-360)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 359

100% less funds holding in top 10

Funds holding in top 10: 35 → 0 (-35)

100% less capital invested

Capital invested by funds: $7.78B → $323K (-$7.78B)

Holders
7
Holders Change
-360
Holders Change %
-98.09%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
359
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$73.8K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.19K

Top Sellers

Rank Fund Capital Flow
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
HI
HBK Investments
Texas
-$385M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
– -$375K -6,691 Closed
PAG
252
Poinciana Advisors Group
Florida
– -$356K -6,346 Closed
AFGAS
253
Allegiance Financial Group Advisory Services
Virginia
– -$347K -6,193 Closed
CPA
254
Capital Performance Advisors
California
– -$345K -6,165 Closed
FCH
255
Freestone Capital Holdings
Washington
– -$342K -6,109 Closed
GF
256
Gries Financial
Ohio
– -$337K -6,013 Closed
PA
257
Profund Advisors
Maryland
– -$326K -5,818 Closed
Wolverine Trading
258
Wolverine Trading
Illinois
– -$305K -5,453 Closed
Russell Investments Group
259
Russell Investments Group
United Kingdom
– -$305K -5,445 Closed
AF
260
Advisornet Financial
Minnesota
– -$305K -5,444 Closed
Mariner
261
Mariner
Kansas
– -$298K -5,322 Closed
ProShare Advisors
262
ProShare Advisors
Maryland
– -$295K -5,259 Closed
Jones Financial Companies
263
Jones Financial Companies
Missouri
– -$280K -4,996 Closed
SFC
264
SYM Financial Corp
Indiana
– -$278K -4,956 Closed
Baird Financial Group
265
Baird Financial Group
Wisconsin
– -$276K -4,930 Closed
Ensign Peak Advisors
266
Ensign Peak Advisors
Utah
– -$273K -4,864 Closed
KBC Group
267
KBC Group
Belgium
– -$272K -4,855 Closed
LPL Financial
268
LPL Financial
California
– -$271K -4,844 Closed
FPAS
269
Focus Partners Advisor Solutions
Missouri
– -$269K -4,809 Closed
TRCT
270
Tower Research Capital (TRC)
New York
– -$269K -4,809 Closed
CA
271
Claro Advisors
Massachusetts
– -$266K -4,754 Closed
PCM
272
Polymer Capital Management
New York
– -$264K -4,712 Closed
GT
273
Glenmede Trust
Pennsylvania
– -$260K -4,643 Closed
MC
274
Machina Capital
France
– -$257K -4,595 Closed
IFWM
275
Institute for Wealth Management
Colorado
– -$246K -4,396 Closed
9 10
11
12 13

SMAR Hedge Fund Activity: Q1 2025 in Review

7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2025, worth a combined $323K — down 100% from $7.78B a quarter earlier.

Sellers outnumbered buyers: 359 funds closed out of SMAR and 1 opened new positions — a net loss of 358 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $73.8K. The largest seller was Vanguard Group, exiting entirely with an estimated $798M sold.

  • 7 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2025, down from 367 in Q4 2024.
  • Funds reported $323K of Smartsheet Inc. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Smartsheet Inc. positions in Q1 2025 and 359 closed out, a net change of -358 holders.
  • The largest Smartsheet Inc. buyer in Q1 2025 was IFP Advisors, an estimated $73.8K added.
  • The largest Smartsheet Inc. seller in Q1 2025 was Vanguard Group, an estimated $798M sold.

Based on aggregated 13F filings for Q1 2025.