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SMAR

Smartsheet Inc.

Delisted

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

322 hedge funds and large institutions have $6.25B invested in Smartsheet Inc. in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

10% less funds holding

Funds holding: 359322 (-37)

19% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $36.5M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

29% less capital invested

Capital invested by funds: $8.83B → $6.25B (-$2.58B)

46% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 74

Holders
322
Holders Change
-37
Holders Change %
-10.31%
% of All Funds
5.08%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
40
Increased
129
Reduced
107
Closed
74
Calls
$29.4M
Puts
$36.5M
Net Calls
-$7.04M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$44.8K +$457 +8 +1%
APA
277
American Portfolios Advisors
New York
$38.4K +$571 +10 +1%
S
278
SignatureFD
Georgia
$36K -$9.99K -175 -21%
CI
279
CAZ Investments
Texas
$33K
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$31K +$3.88K +68 +14%
CCM
281
Covington Capital Management
California
$30K
Bessemer Group
282
Bessemer Group
New Jersey
$26K +$286 +5 +1%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$24K -$68.8K -1,205 -73%
National Bank of Canada
284
National Bank of Canada
Quebec, Canada
$22K
KPCM
285
Kings Point Capital Management
New York
$20K
HNB
286
Huntington National Bank
Ohio
$19K -$2.74K -48 -12%
Baillie Gifford & Co
287
Baillie Gifford & Co
United Kingdom
$17K
FCA
288
FinTrust Capital Advisors
South Carolina
$16K -$914 -16 -5%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$16K
Asset Management One
290
Asset Management One
Japan
$16K +$5.71K +100 +50%
HFM
291
Harvest Fund Management
China
$15K -$27.9K -489 -64%
LC
292
Lindbrook Capital
California
$15K -$2.74K -48 -15%
RTC
293
Riverview Trust Company
Washington
$15K +$15.6K +274 New
SIAP
294
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K -$514 -9 -4%
SWA
295
SOA Wealth Advisors
New York
$13K
C
296
Covestor
United Kingdom
$11K -$9.82K -172 -46%
CT
297
Cambridge Trust
Massachusetts
$11K
PFA
298
Professional Financial Advisors
Nebraska
$10K -$274K -4,795 -96%
PA
299
Parallel Advisors
California
$8K -$29.1K -509 -78%
PI
300
PineBridge Investments
New York
$5K -$40K -700 -88%

SMAR Hedge Fund Activity: Q1 2022 in Review

322 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2022, worth a combined $6.25B — down 29% from $8.83B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SMAR and 40 opened new positions — a net loss of 34 holders — while 107 trimmed existing stakes and 129 added.

The largest buyer was Capital World Investors, adding an estimated $88.1M. The largest seller was Foxhaven Asset Management, exiting entirely with an estimated $189M sold.

  • 322 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $6.25B of Smartsheet Inc. stock for Q1 2022, down 29% quarter-over-quarter.
  • 40 funds opened new Smartsheet Inc. positions in Q1 2022 and 74 closed out, a net change of -34 holders.
  • The largest Smartsheet Inc. buyer in Q1 2022 was Capital World Investors, an estimated $88.1M added.
  • The largest Smartsheet Inc. seller in Q1 2022 was Foxhaven Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2022.