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SMAR

Smartsheet Inc.

Delisted

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

359 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 99

17% more capital invested

Capital invested by funds: $7.57B → $8.83B (+$1.27B)

12% more funds holding

Funds holding: 320359 (+39)

10% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $72.3M

Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
32
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
276
Northeast Investment Management
Massachusetts
$232K
M&T Bank
277
M&T Bank
New York
$224K +$202K +2,896 New
DU
278
Delphia (USA)
Ontario, Canada
$218K +$196K +2,809 New
QT
279
Quantamental Technologies
New York
$214K +$193K +2,760 New
LOAMU
280
Lombard Odier Asset Management (USA)
New York
$214K +$193K +2,768 New
SI
281
Stephens Inc
Arkansas
$207K +$186K +2,668 New
CG
282
Cutler Group
California
$204K -$137K -1,963 -43%
NFSG
283
Newbridge Financial Services Group
Florida
$192K -$2.1K -30 -1%
AIG
284
American International Group
New York
$179K -$3.7K -53 -2%
AAM
285
Advisors Asset Management
Colorado
$179K +$117K +1,681 +268%
MIFH
286
Migdal Insurance & Financial Holdings
Israel
$166K
SWM
287
Spire Wealth Management
Virginia
$153K +$138K +1,975 New
AAP
288
Arax Advisory Partners
Colorado
$139K -$12.3K -176 -9%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$128K +$77.8K +1,114 +204%
FM
290
Freemont Management
Switzerland
$123K +$111K +1,591 New
Lazard Asset Management
291
Lazard Asset Management
New York
$119K +$2.44K +35 +2%
CAL
292
Capital Analysts LLC
Pennsylvania
$96K +$17.3K +248 +25%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$89K +$7.13K +102 +10%
PCH
294
Polar Capital Holdings
United Kingdom
$84.4K -$36M -515,054 -32%
SOW
295
State of Wyoming
Wyoming
$75K -$10.1K -145 -13%
Pacer Advisors
296
Pacer Advisors
Pennsylvania
$69K +$62.7K +897 New
S
297
SignatureFD
Georgia
$64K +$23.1K +331 +67%
Koshinski Asset Management
298
Koshinski Asset Management
Illinois
$62.7K
PI
299
PineBridge Investments
New York
$62K +$55.9K +800 New
HFM
300
Harvest Fund Management
China
$60K -$22K -315 -29%

SMAR Hedge Fund Activity: Q4 2021 in Review

359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2021, worth a combined $8.83B — up 17% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 32 closed out — a net gain of 42 holders — while 139 added to existing stakes and 99 trimmed.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $203M. The largest seller was AllianceBernstein, cutting an estimated $60.4M.

  • 359 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $8.83B of Smartsheet Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2021 and 32 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2021 was North Peak Capital Management, an estimated $203M added.
  • The largest Smartsheet Inc. seller in Q4 2021 was AllianceBernstein, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2021.