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SMAR

Smartsheet Inc.

Delisted

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

320 hedge funds and large institutions have $7.57B invested in Smartsheet Inc. in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

12% more call options, than puts

Call options by funds: $53M | Put options by funds: $47.2M

0% more funds holding

Funds holding: 319320 (+1)

5% less capital invested

Capital invested by funds: $7.95B → $7.57B (-$386M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
5.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
46
Increased
121
Reduced
96
Closed
41
Calls
$53M
Puts
$47.2M
Net Calls
+$5.75M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
301
Rockbridge Investment Management
New York
$5K -$8.46K -115 -62%
EI
302
Ellevest Inc
New York
$5K
TWA
303
TCI Wealth Advisors
Arizona
$5K
HI
304
Harbour Investments
Wisconsin
$4K +$2.72K +37 +185%
CFGS
305
Concourse Financial Group Securities
Alabama
$3K
LJHT
306
Laurie J. Hall Trustee
$3K
TJHA
307
Thomas J. Herzfeld Advisors
Florida
$3K
FHA
308
First Horizon Advisors
Tennessee
$3K +$3.97K +54 New
ED
309
Exane Derivatives
France
$2.48K
PLU
310
Performa Ltd (US)
South Carolina
$2K -$2.57K -35 -54%
BIA
311
Bell Investment Advisors
California
$2K +$1.84K +25 New
WPA
312
West Paces Advisors
Georgia
$1.38K
FMP
313
Financial Management Professionals
Texas
$1K
FWM
314
Focused Wealth Management
New York
$1K
LC
315
Lindbrook Capital
California
$1K
NFG
316
Next Financial Group
Texas
$1K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$1K
RWML
318
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$551
Nisa Investment Advisors
319
Nisa Investment Advisors
Missouri
$28 -$3.37M -45,800 -99%
Artisan Partners
320
Artisan Partners
Wisconsin
-$54.5M -754,229 Closed
DIG
321
Dragoneer Investment Group
California
-$44.2M -611,449 Closed
Balyasny Asset Management
322
Balyasny Asset Management
Illinois
-$17.8M -245,440 Closed
HF
323
HRT Financial
New York
-$9.5M -131,369 Closed
SSA
324
Schonfeld Strategic Advisors
New York
-$9.05M -125,100 Closed
DKCM
325
Davidson Kempner Capital Management
New York
-$7.36M -101,817 Closed

SMAR Hedge Fund Activity: Q3 2021 in Review

320 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2021, worth a combined $7.57B — down 4.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SMAR positions and 41 closed out — a net gain of 5 holders — while 121 added to existing stakes and 96 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $89M. The largest seller was Champlain Investment Partners, cutting an estimated $75.2M.

  • 320 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $7.57B of Smartsheet Inc. stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 46 funds opened new Smartsheet Inc. positions in Q3 2021 and 41 closed out, a net change of +5 holders.
  • The largest Smartsheet Inc. buyer in Q3 2021 was Fred Alger Management, an estimated $89M added.
  • The largest Smartsheet Inc. seller in Q3 2021 was Champlain Investment Partners, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2021.