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SMAR

Smartsheet Inc.

Delisted

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

359 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 99

17% more capital invested

Capital invested by funds: $7.57B → $8.83B (+$1.27B)

12% more funds holding

Funds holding: 320359 (+39)

10% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $72.3M

Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
32
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
301
American Portfolios Advisors
New York
$53.5K +$3.14K +45 +7%
PA
302
Parallel Advisors
California
$50K +$33.8K +484 +290%
CI
303
CAZ Investments
Texas
$46K
CCM
304
Covington Capital Management
California
$43K
CA
305
Cornerstone Advisory
Maryland
$39K +$34.9K +500 New
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$38K +$34.6K +496 New
Bessemer Group
307
Bessemer Group
New Jersey
$37K
QCG
308
Quadrant Capital Group
Ohio
$37K +$15.5K +222 +85%
IPW
309
IronBridge Private Wealth
Texas
$32K +$28.7K +411 New
HNB
310
Huntington National Bank
Ohio
$31K
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$31K +$27.7K +397 New
C
312
Covestor
United Kingdom
$29K +$26.4K +378 New
KPCM
313
Kings Point Capital Management
New York
$28K
LC
314
Lindbrook Capital
California
$25K +$21.9K +313 +3,130%
Baillie Gifford & Co
315
Baillie Gifford & Co
United Kingdom
$24K
FCA
316
FinTrust Capital Advisors
South Carolina
$24K +$2.72K +39 +14%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$23K
TH
318
TCTC Holdings
Texas
$23K
CFO
319
CVA Family Office
Colorado
$20K +$17.7K +253 New
SIAP
320
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K
Bank Julius Baer & Co
321
Bank Julius Baer & Co
Switzerland
$19K +$17.5K +250 New
SWA
322
SOA Wealth Advisors
New York
$18K
Asset Management One
323
Asset Management One
Japan
$15K -$6.99K -100 -33%
CT
324
Cambridge Trust
Massachusetts
$15K +$14K +200 New
AIM
325
Anchor Investment Management
South Carolina
$11.6K +$10.5K +150 New

SMAR Hedge Fund Activity: Q4 2021 in Review

359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2021, worth a combined $8.83B — up 17% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 32 closed out — a net gain of 42 holders — while 139 added to existing stakes and 99 trimmed.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $203M. The largest seller was AllianceBernstein, cutting an estimated $60.4M.

  • 359 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $8.83B of Smartsheet Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2021 and 32 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2021 was North Peak Capital Management, an estimated $203M added.
  • The largest Smartsheet Inc. seller in Q4 2021 was AllianceBernstein, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2021.