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SMAR

Smartsheet Inc.

Delisted

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

322 hedge funds and large institutions have $6.25B invested in Smartsheet Inc. in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

10% less funds holding

Funds holding: 359322 (-37)

19% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $36.5M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

29% less capital invested

Capital invested by funds: $8.83B → $6.25B (-$2.58B)

46% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 74

Holders
322
Holders Change
-37
Holders Change %
-10.31%
% of All Funds
5.08%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
40
Increased
129
Reduced
107
Closed
74
Calls
$29.4M
Puts
$36.5M
Net Calls
-$7.04M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
301
Quadrant Capital Group
Ohio
$5K -$22.5K -394 -81%
EI
302
Ellevest Inc
New York
$5K -$2.4K -42 -34%
PLU
303
Performa Ltd (US)
South Carolina
$5K +$3.94K +69 +223%
ACM
304
Aquatic Capital Management
Illinois
$5K +$5.71K +100 New
MCC
305
Money Concepts Capital
Florida
$5K +$5.71K +100 New
RIM
306
Rockbridge Investment Management
New York
$3.11K
TJHA
307
Thomas J. Herzfeld Advisors
Florida
$3K
T
308
TCWP
Ohio
$3K +$3.14K +55 New
EWA
309
EverSource Wealth Advisors
Alabama
$2K -$4.51K -79 -75%
MAM
310
Meeder Asset Management
Ohio
$2K +$1.83K +32 +267%
WPA
311
West Paces Advisors
Georgia
$1.1K
JWM
312
Janiczek Wealth Management
Colorado
$1K -$6.45K -113 -84%
FHA
313
First Horizon Advisors
Tennessee
$1K -$1.89K -33 -55%
GWS
314
Glassman Wealth Services
Virginia
$1K -$114 -2 -10%
IA
315
IFP Advisors
Florida
$1K -$114 -2 -13%
FMP
316
Financial Management Professionals
Texas
$1K
FWM
317
Focused Wealth Management
New York
$1K
PFBT
318
Parkside Financial Bank & Trust
Missouri
$1K
ED
319
Exane Derivatives
France
$110
FAM
320
Foxhaven Asset Management
Virginia
-$189M -2,434,594 Closed
Capital International Investors
321
Capital International Investors
California
-$76.4M -986,952 Closed
AIM
322
Artemis Investment Management
United Kingdom
-$35.2M -454,381 Closed
Tiger Global Management
323
Tiger Global Management
New York
-$27.9M -360,000 Closed
CMG
324
Cavalry Management Group
California
-$24.8M -319,774 Closed
KIP
325
Kayak Investment Partners
California
-$24.4M -314,997 Closed

SMAR Hedge Fund Activity: Q1 2022 in Review

322 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2022, worth a combined $6.25B — down 29% from $8.83B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SMAR and 40 opened new positions — a net loss of 34 holders — while 107 trimmed existing stakes and 129 added.

The largest buyer was Capital World Investors, adding an estimated $88.1M. The largest seller was Foxhaven Asset Management, exiting entirely with an estimated $189M sold.

  • 322 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $6.25B of Smartsheet Inc. stock for Q1 2022, down 29% quarter-over-quarter.
  • 40 funds opened new Smartsheet Inc. positions in Q1 2022 and 74 closed out, a net change of -34 holders.
  • The largest Smartsheet Inc. buyer in Q1 2022 was Capital World Investors, an estimated $88.1M added.
  • The largest Smartsheet Inc. seller in Q1 2022 was Foxhaven Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2022.