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SMAR

Smartsheet Inc.

Delisted

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

319 hedge funds and large institutions have $7.95B invested in Smartsheet Inc. in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

121% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $26.9M

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more funds holding

Funds holding: 278319 (+41)

13% more capital invested

Capital invested by funds: $7.06B → $7.95B (+$893M)

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
76
Increased
133
Reduced
70
Closed
32
Calls
$59.5M
Puts
$26.9M
Net Calls
+$32.5M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
301
Nisa Investment Advisors
Missouri
$3.34K +$1.26M +20,200 +78%
TJHA
302
Thomas J. Herzfeld Advisors
Florida
$3K +$811 +13 +38%
ED
303
Exane Derivatives
France
$2.66K +$811 +13 +57%
Walleye Capital
304
Walleye Capital
New York
$2.57K +$1.2M +19,174 +117%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$2K -$7.24K -116 -81%
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$749 +12 +86%
WPA
307
West Paces Advisors
Georgia
$1.45K
BCA
308
Berman Capital Advisors
Georgia
$1K -$14K -225 -92%
LC
309
Lindbrook Capital
California
$1K -$1.56K -25 -71%
NFG
310
Next Financial Group
Texas
$1K
FMP
311
Financial Management Professionals
Texas
$1K +$874 +14 New
FWM
312
Focused Wealth Management
New York
$1K +$936 +15 New
PFBT
313
Parkside Financial Bank & Trust
Missouri
$1K +$999 +16 New
HI
314
Harbour Investments
Wisconsin
$1K +$1.25K +20 New
RWML
315
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$579 +$499 +8 New
AIG
316
American International Group
New York
$184 +$62 +1 +0%
WRCM
317
Whale Rock Capital Management
Massachusetts
-$229M -3,584,619 Closed
ACA
318
Abdiel Capital Advisors
New York
-$195M -3,056,273 Closed
JCAM
319
Jericho Capital Asset Management
New York
-$72.2M -1,130,000 Closed
CRCM
320
Cat Rock Capital Management
Connecticut
-$49.6M -775,705 Closed
NAMA
321
Nikko Asset Management Americas
New York
-$26.9M -420,934 Closed
Sumitomo Mitsui Trust Group
322
Sumitomo Mitsui Trust Group
Japan
-$26.9M -420,934 Closed
AAP
323
Ardsley Advisory Partners
Connecticut
-$11.9M -186,000 Closed
BP
324
Banbury Partners
North Carolina
-$7.98M -124,855 Closed
CCM
325
Cinctive Capital Management
New York
-$4.16M -65,030 Closed

SMAR Hedge Fund Activity: Q2 2021 in Review

319 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2021, worth a combined $7.95B — up 13% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMAR positions and 32 closed out — a net gain of 44 holders — while 133 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $229M sold.

  • 319 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $7.95B of Smartsheet Inc. stock for Q2 2021, up 13% quarter-over-quarter.
  • 76 funds opened new Smartsheet Inc. positions in Q2 2021 and 32 closed out, a net change of +44 holders.
  • The largest Smartsheet Inc. buyer in Q2 2021 was JP Morgan Chase, an estimated $92.8M added.
  • The largest Smartsheet Inc. seller in Q2 2021 was Whale Rock Capital Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2021.