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SMAR

Smartsheet Inc.
SMAR

Delisted

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

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7 hedge funds and large institutions have $323K invested in Smartsheet Inc. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 359 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 367 → 7 (-360)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 359

100% less funds holding in top 10

Funds holding in top 10: 35 → 0 (-35)

100% less capital invested

Capital invested by funds: $7.78B → $323K (-$7.78B)

Holders
7
Holders Change
-360
Holders Change %
-98.09%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
359
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$73.8K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.19K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$798M
2
BlackRock
BlackRock
New York
-$547M
3
PCM
Pentwater Capital Management
Florida
-$501M
4
UBS Group
UBS Group
Switzerland
-$432M
5
HI
HBK Investments
Texas
-$385M
Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
276
Moody National Bank Trust Division
Texas
– -$240K -4,290 Closed
MG
277
Marex Group
– -$239K -4,263 Closed
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
– -$238K -4,242 Closed
Kovitz Investment Group Partners
279
Kovitz Investment Group Partners
Illinois
– -$238K -4,242 Closed
ECM
280
Everence Capital Management
Indiana
– -$236K -4,210 Closed
JSL
281
JT Stratford LLC
Georgia
– -$233K -4,162 Closed
HF
282
HRT Financial
New York
– -$231K -4,123 Closed
Fuller & Thaler Asset Management
283
Fuller & Thaler Asset Management
California
– -$231K -4,114 Closed
NAM
284
NorthCrest Asset Manangement
Minnesota
– -$224K -3,989 Closed
JF
285
Jump Financial
Illinois
– -$220K -3,925 Closed
Janney Montgomery Scott
286
Janney Montgomery Scott
Pennsylvania
– -$219K -3,914 Closed
LOAMU
287
Lombard Odier Asset Management (USA)
New York
– -$213K -3,808 Closed
BC
288
Bayforest Capital
United Kingdom
– -$198K -3,526 Closed
Mitsubishi UFJ Asset Management
289
Mitsubishi UFJ Asset Management
Japan
– -$192K -3,410 Closed
HCA
290
Harbor Capital Advisors
Illinois
– -$190K -3,386 Closed
National Bank of Canada
291
National Bank of Canada
Quebec, Canada
– -$172K -3,063 Closed
VIA
292
Virtus Investment Advisers
Connecticut
– -$168K -3,000 Closed
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
– -$163K -2,918 Closed
Osaic Holdings
294
Osaic Holdings
Arizona
– -$104K -2,805 Closed
C
295
Covestor
United Kingdom
– -$143K -2,538 Closed
CF
296
Corebridge Financial
Texas
– -$140K -2,499 Closed
AAP
297
Arax Advisory Partners
Colorado
– -$139K -2,474 Closed
HFM
298
Harvest Fund Management
China
– -$136K -2,427 Closed
S
299
SignatureFD
Georgia
– -$129K -2,306 Closed
SCM
300
Sterling Capital Management
North Carolina
– -$121K -2,160 Closed
10 11
12
13 14

SMAR Hedge Fund Activity: Q1 2025 in Review

7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2025, worth a combined $323K — down 100% from $7.78B a quarter earlier.

Sellers outnumbered buyers: 359 funds closed out of SMAR and 1 opened new positions — a net loss of 358 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $73.8K. The largest seller was Vanguard Group, exiting entirely with an estimated $798M sold.

  • 7 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2025, down from 367 in Q4 2024.
  • Funds reported $323K of Smartsheet Inc. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Smartsheet Inc. positions in Q1 2025 and 359 closed out, a net change of -358 holders.
  • The largest Smartsheet Inc. buyer in Q1 2025 was IFP Advisors, an estimated $73.8K added.
  • The largest Smartsheet Inc. seller in Q1 2025 was Vanguard Group, an estimated $798M sold.

Based on aggregated 13F filings for Q1 2025.