SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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343 hedge funds and large institutions have $4.64B invested in Smartsheet Inc. in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 133 increasing their positions, 106 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-15
Holders Change %
-4.19%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
49
Increased
133
Reduced
106
Closed
62
Calls
$82.4M
Puts
$18.2M
Net Calls
+$64.2M
Net Calls Change
-$2.45M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$53.4M
2
Capital World Investors
Capital World Investors
California
+$48.1M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$45.7M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$38.7M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$26.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$86.9M
2
PCH
Polar Capital Holdings
United Kingdom
-$49.3M
3
Millennium Management
Millennium Management
New York
-$46.1M
4
SSA
Schonfeld Strategic Advisors
New York
-$39.1M
5
NPCM
North Peak Capital Management
New York
-$36.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
301
First Horizon Advisors
Tennessee
$15.2K +$880 +23 +6%
LC
302
Lindbrook Capital
California
$12.5K – – –
DJSG
303
D.J. St. Germain
Massachusetts
$12.2K +$12.2K +320 New
HIIFS
304
Harel Insurance Investments & Financial Services
Israel
$12K -$718 -18 -6%
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$11.5K – – –
PLU
306
Performa Ltd (US)
South Carolina
$9.87K -$1.91K -50 -16%
AWM
307
Abound Wealth Management
Tennessee
$9.45K +$497 +13 +6%
SWA
308
SOA Wealth Advisors
New York
$9.18K – – –
CT
309
Cambridge Trust
Massachusetts
$7.65K – – –
EWA
310
EverSource Wealth Advisors
Alabama
$7.65K – – –
C
311
Covestor
United Kingdom
$7K -$37 -1 -0.5%
National Bank of Canada
312
National Bank of Canada
Quebec, Canada
$6.69K – – –
RCM
313
Raleigh Capital Management
North Carolina
$6.35K +$574 +15 +10%
HCP
314
Hexagon Capital Partners
Arkansas
$6.08K -$38 -1 -0.6%
AAP
315
Arax Advisory Partners
Colorado
$5.89K – – –
PA
316
Parallel Advisors
California
$5.24K -$1.49K -39 -22%
CFGS
317
Concourse Financial Group Securities
Alabama
$4.67K -$268 -7 -5%
CAL
318
Capital Advisors Ltd
Ohio
$4K +$3.01K +79 +304%
PI
319
PineBridge Investments
New York
$3.83K – – –
SWM
320
Spire Wealth Management
Virginia
$3.83K +$957 +25 +33%
QCG
321
Quadrant Capital Group
Ohio
$3.25K – – –
FDCC
322
Foster Dykema Cabot & Co
Massachusetts
$3K +$3K +70 New
AF
323
Allworth Financial
California
$2.87K – – –
GRP
324
Global Retirement Partners
California
$2.41K – – –
PFBT
325
Parkside Financial Bank & Trust
Missouri
$1.95K +$230 +6 +13%
11 12
13
14 15