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SMAR

Smartsheet Inc.

Delisted

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

278 hedge funds and large institutions have $7.06B invested in Smartsheet Inc. in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $48M | Put options by funds: $27.7M

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

7% less capital invested

Capital invested by funds: $7.55B → $7.06B (-$495M)

12% less funds holding

Funds holding: 315278 (-37)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 72

Holders
278
Holders Change
-37
Holders Change %
-11.75%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
37
Increased
118
Reduced
89
Closed
72
Calls
$48M
Puts
$27.7M
Net Calls
+$20.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
301
SG3 Management
Puerto Rico
-$1.4M -20,000 Closed
ECM
302
ExodusPoint Capital Management
New York
-$1.34M -19,300 Closed
AC
303
Athanor Capital
New York
-$1.3M -18,719 Closed
GCP
304
GSA Capital Partners
United Kingdom
-$1.22M -17,646 Closed
HLA
305
Hamilton Lane Advisors
Pennsylvania
-$993K -14,325 Closed
TI
306
Trexquant Investment
Connecticut
-$981K -14,156 Closed
DT
307
Diversified Trust
Tennessee
-$814K -11,745 Closed
VF
308
Virtu Financial
New York
-$797K -11,509 Closed
LCG
309
Lisanti Capital Growth
New York
-$753K -10,865 Closed
AIM
310
Aigen Investment Management
New York
-$677K -9,772 Closed
SSA
311
Schonfeld Strategic Advisors
New York
-$674K -9,724 Closed
SM
312
Sciencast Management
New Jersey
-$629K -9,636 Closed
Connor, Clark & Lunn Investment Management (CC&L)
313
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$534K -7,700 Closed
JMPWA
314
JP Morgan Private Wealth Advisors
California
-$477K -6,882 Closed
CAIMH
315
Central Asset Investments & Management Holdings
Hong Kong
-$474K -6,850 Closed
AWM
316
Avior Wealth Management
Nebraska
-$417K -6,030 Closed
DADC
317
D.A. Davidson & Co
Montana
-$383K -5,525 Closed
Stifel Financial
318
Stifel Financial
Missouri
-$377K -5,435 Closed
CC
319
Centiva Capital
New York
-$372K -5,372 Closed
GVAG
320
Great Valley Advisor Group
Delaware
-$343K -4,949 Closed
Nomura Holdings
321
Nomura Holdings
Japan
-$312K -4,500 Closed
WKWM
322
Walter & Keenan Wealth Management
Indiana
-$291K -4,200 Closed
MIH
323
Meitav Investment House
Israel
-$236K -3,400 Closed
MOS
324
MGO One Seven
Ohio
-$232K -3,352 Closed
OQS
325
Occudo Quantitative Strategies
Florida
-$228K -3,285 Closed

SMAR Hedge Fund Activity: Q1 2021 in Review

278 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2021, worth a combined $7.06B — down 6.5% from $7.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMAR and 37 opened new positions — a net loss of 35 holders — while 89 trimmed existing stakes and 118 added.

The largest buyer was Dorsey Asset Management, adding an estimated $100M. The largest seller was 12 West Capital Management, cutting an estimated $149M.

  • 278 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2021, down from 315 in Q4 2020.
  • Funds reported $7.06B of Smartsheet Inc. stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 37 funds opened new Smartsheet Inc. positions in Q1 2021 and 72 closed out, a net change of -35 holders.
  • The largest Smartsheet Inc. buyer in Q1 2021 was Dorsey Asset Management, an estimated $100M added.
  • The largest Smartsheet Inc. seller in Q1 2021 was 12 West Capital Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.