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SMAR

Smartsheet Inc.

Delisted

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

319 hedge funds and large institutions have $7.95B invested in Smartsheet Inc. in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

121% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $26.9M

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more funds holding

Funds holding: 278319 (+41)

13% more capital invested

Capital invested by funds: $7.06B → $7.95B (+$893M)

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
76
Increased
133
Reduced
70
Closed
32
Calls
$59.5M
Puts
$26.9M
Net Calls
+$32.5M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
276
Quantbot Technologies
New York
$34K +$29.9K +479 New
S
277
SignatureFD
Georgia
$33K +$18.9K +303 +191%
HNB
278
Huntington National Bank
Ohio
$29K
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$28K
Asset Management One
280
Asset Management One
Japan
$28K +$25K +400 New
Baillie Gifford & Co
281
Baillie Gifford & Co
United Kingdom
$26K
KPCM
282
Kings Point Capital Management
New York
$26K +$11.5K +184 +101%
TH
283
TCTC Holdings
Texas
$22K
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$22K +$18.7K +300 New
TRCT
285
Tower Research Capital (TRC)
New York
$19K -$61.8K -990 -79%
SIAP
286
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$15.1K +242 New
CFO
287
CVA Family Office
Colorado
$18K +$15.8K +253 New
SWA
288
SOA Wealth Advisors
New York
$17K
QCG
289
Quadrant Capital Group
Ohio
$17K +$7.93K +127 +111%
RIM
290
Rockbridge Investment Management
New York
$13K -$811 -13 -7%
AS
291
Altshuler Shaham
Israel
$13K +$11K +176 New
FCA
292
FinTrust Capital Advisors
South Carolina
$11K +$1.19K +19 +15%
JWM
293
Janiczek Wealth Management
Colorado
$10K -$10.6K -170 -56%
PA
294
Parallel Advisors
California
$9K +$4.24K +68 +117%
HFM
295
Harvest Fund Management
China
$7K
PLU
296
Performa Ltd (US)
South Carolina
$5K +$2.18K +35 +117%
EI
297
Ellevest Inc
New York
$5K +$3.81K +61 +678%
TWA
298
TCI Wealth Advisors
Arizona
$5K +$4.62K +74 New
CFGS
299
Concourse Financial Group Securities
Alabama
$4K
LJHT
300
Laurie J. Hall Trustee
$4K

SMAR Hedge Fund Activity: Q2 2021 in Review

319 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2021, worth a combined $7.95B — up 13% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMAR positions and 32 closed out — a net gain of 44 holders — while 133 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $229M sold.

  • 319 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $7.95B of Smartsheet Inc. stock for Q2 2021, up 13% quarter-over-quarter.
  • 76 funds opened new Smartsheet Inc. positions in Q2 2021 and 32 closed out, a net change of +44 holders.
  • The largest Smartsheet Inc. buyer in Q2 2021 was JP Morgan Chase, an estimated $92.8M added.
  • The largest Smartsheet Inc. seller in Q2 2021 was Whale Rock Capital Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2021.