SMAR

Smartsheet Inc.

Delisted

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

358 hedge funds and large institutions have $5.8B invested in Smartsheet Inc. in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+37
Holders Change %
+11.53%
% of All Funds
5.73%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
68
Increased
128
Reduced
110
Closed
29
Calls
$77.7M
Puts
$11M
Net Calls
+$66.7M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
276
Coldstream Capital Management
Washington
$248K +$248K +5,183 New
FHA
277
Flagship Harbor Advisors
Massachusetts
$247K -$3.35K -70 -1%
Manulife (Manufacturers Life Insurance)
278
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$242K +$242K +5,060 New
LCS
279
Levin Capital Strategies
New York
$239K +$239K +5,000 New
AT
280
American Trust
Kentucky
$228K +$228K +4,760 New
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$220K +$220K +4,612 New
US Bancorp
282
US Bancorp
Minnesota
$217K +$83.6K +1,748 +63%
QCM
283
Qsemble Capital Management
New York
$215K -$244K -5,100 -53%
IFWM
284
Institute for Wealth Management
Colorado
$210K +$210K +4,396 New
M&T Bank
285
M&T Bank
New York
$209K +$209K +4,363 New
KIA
286
KCM Investment Advisors
California
$207K -$118K -2,467 -36%
Fidelity Investments
287
Fidelity Investments
Massachusetts
$149K -$13.1M -274,780 -99%
Robeco Institutional Asset Management
288
Robeco Institutional Asset Management
Netherlands
$141K +$141K +2,953 New
DFCM
289
Dark Forest Capital Management
Puerto Rico
$134K +$134K +2,799 New
SOW
290
State of Wyoming
Wyoming
$131K -$164K -3,438 -56%
Lazard Asset Management
291
Lazard Asset Management
New York
$128K +$79.3K +1,664 +163%
S
292
SignatureFD
Georgia
$105K +$61.7K +1,291 +143%
CMF
293
Counterpoint Mutual Funds
California
$105K +$105K +2,189 New
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$99K +$47.8K +1,005 +93%
AIG
295
American International Group
New York
$90.4K -$2.68K -56 -3%
Point72 Asset Management
296
Point72 Asset Management
Connecticut
$85.7K -$17.6M -368,208 -100%
AAM
297
Advisors Asset Management
Colorado
$79.3K -$63.3K -1,324 -44%
CFFP
298
Center for Financial Planning
Michigan
$68.5K +$68.5K +1,432 New
CG
299
Cutler Group
California
$45K +$45K +943 New
NFSG
300
Newbridge Financial Services Group
Florida
$44.2K -$74.1K -1,550 -63%