SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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321 hedge funds and large institutions have $4.68B invested in Smartsheet Inc. in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+29
Holders Change %
+9.93%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
74
Increased
98
Reduced
112
Closed
40
Calls
$56.7M
Puts
$15.1M
Net Calls
+$41.6M
Net Calls Change
+$6.4M

Top Buyers

1
EC
Eminence Capital
New York
+$26.9M
2
TCM
Tensile Capital Management
California
+$26.5M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$24M
4
CFM
Coronation Fund Managers
South Africa
+$19.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$16.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$31.8M
2
1WCM
12 West Capital Management
New York
-$29.5M
3
NPCM
North Peak Capital Management
New York
-$20.1M
4
TCG
Tremblant Capital Group
Florida
-$18.8M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Spire Wealth Management
Virginia
$3K – – –
BHWM
302
Beaird Harris Wealth Management
Texas
$2.91K +$2.91K +74 New
GEA
303
Glen Eagle Advisors
New Jersey
$2.4K – – –
PFBT
304
Parkside Financial Bank & Trust
Missouri
$1.77K +$1.77K +45 New
GWS
305
Glassman Wealth Services
Virginia
$1.61K -$3.54K -90 -69%
FCA
306
FinTrust Capital Advisors
South Carolina
$1.46K -$5.08K -129 -78%
BIA
307
Bell Investment Advisors
California
$1.02K -$157 -4 -13%
CAL
308
Capital Advisors Ltd
Ohio
$1K -$57 -6 -5%
WPA
309
West Paces Advisors
Georgia
$787 – – –
BAAM
310
Baker Avenue Asset Management
California
$787 +$787 +20 New
IFAM
311
Institutional & Family Asset Management
Colorado
$512 – – –
JWM
312
Janiczek Wealth Management
Colorado
$448 +$448 +11 New
MIM
313
Macroview Investment Management
Maryland
$315 – – –
FGAM
314
Financial Gravity Asset Management
Texas
$299 +$299 +39 New
Dimensional Fund Advisors
315
Dimensional Fund Advisors
Texas
$281 -$69 -1,755 -20%
GRP
316
Global Retirement Partners
California
$276 +$276 +7 New
TCM
317
Tradewinds Capital Management
Washington
$236 – – –
MPCL
318
My Personal CFO LLC
Washington
$236 +$236 +6 New
NA
319
NewEdge Advisors
Louisiana
$24 +$24 +615 New
WRCM
320
Whale Rock Capital Management
Massachusetts
– -$17.3M -502,384 Closed
TCP
321
ThornTree Capital Partners
Massachusetts
– -$11.7M -339,553 Closed
Assenagon Asset Management
322
Assenagon Asset Management
Luxembourg
– -$7.98M -232,180 Closed
JAMH
323
Junson Asset Management (HK)
Hong Kong
– -$6.42M -186,738 Closed
KC
324
Kadensa Capital
Hong Kong
– -$5.51M -160,345 Closed
DFO
325
Duquesne Family Office
New York
– -$5.21M -151,500 Closed
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