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SMAR

Smartsheet Inc.

Delisted

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

320 hedge funds and large institutions have $7.57B invested in Smartsheet Inc. in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

12% more call options, than puts

Call options by funds: $53M | Put options by funds: $47.2M

0% more funds holding

Funds holding: 319320 (+1)

5% less capital invested

Capital invested by funds: $7.95B → $7.57B (-$386M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
5.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
46
Increased
121
Reduced
96
Closed
41
Calls
$53M
Puts
$47.2M
Net Calls
+$5.75M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$55.7K +$59.5K +809 New
APA
277
American Portfolios Advisors
New York
$44.5K +$1.1K +15 +2%
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$43K +$9.04K +123 +24%
AAM
279
Advisors Asset Management
Colorado
$43K +$46.2K +628 New
CI
280
CAZ Investments
Texas
$41K
CCM
281
Covington Capital Management
California
$38K
Rockefeller Capital Management
282
Rockefeller Capital Management
New York
$37K -$8.97K -122 -18%
S
283
SignatureFD
Georgia
$34K +$2.57K +35 +8%
Bessemer Group
284
Bessemer Group
New Jersey
$33K
HNB
285
Huntington National Bank
Ohio
$28K
KPCM
286
Kings Point Capital Management
New York
$25K
Baillie Gifford & Co
287
Baillie Gifford & Co
United Kingdom
$21K -$3.09K -42 -12%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$21K
TH
289
TCTC Holdings
Texas
$21K
Asset Management One
290
Asset Management One
Japan
$20K -$7.35K -100 -25%
FCA
291
FinTrust Capital Advisors
South Carolina
$19K +$9.26K +126 +86%
QCG
292
Quadrant Capital Group
Ohio
$18K +$1.54K +21 +9%
SIAP
293
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K
SWA
294
SOA Wealth Advisors
New York
$16K
PA
295
Parallel Advisors
California
$11K +$3.01K +41 +33%
AF
296
Allworth Financial
California
$11K +$11.2K +153 New
JWM
297
Janiczek Wealth Management
Colorado
$9K
BCA
298
Berman Capital Advisors
Georgia
$9K +$9.48K +129 +645%
AssetMark Inc
299
AssetMark Inc
California
$9K +$9.85K +134 New
Walleye Capital
300
Walleye Capital
New York
$7.55K +$5.46M +74,234 +209%

SMAR Hedge Fund Activity: Q3 2021 in Review

320 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2021, worth a combined $7.57B — down 4.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SMAR positions and 41 closed out — a net gain of 5 holders — while 121 added to existing stakes and 96 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $89M. The largest seller was Champlain Investment Partners, cutting an estimated $75.2M.

  • 320 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $7.57B of Smartsheet Inc. stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 46 funds opened new Smartsheet Inc. positions in Q3 2021 and 41 closed out, a net change of +5 holders.
  • The largest Smartsheet Inc. buyer in Q3 2021 was Fred Alger Management, an estimated $89M added.
  • The largest Smartsheet Inc. seller in Q3 2021 was Champlain Investment Partners, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2021.