SMAR

Smartsheet Inc.

Delisted

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

378 hedge funds and large institutions have $5.97B invested in Smartsheet Inc. in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 134 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+25
Holders Change %
+7.08%
% of All Funds
5.54%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
64
Increased
134
Reduced
137
Closed
36
Calls
$90.8M
Puts
$23.1M
Net Calls
+$67.7M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
301
Cambridge Investment Research Advisors
Iowa
$208K -$236K -4,948 -53%
KIA
302
KCM Investment Advisors
California
$207K +$207K +4,321 New
Cerity Partners
303
Cerity Partners
New York
$205K +$205K +4,291 New
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$205K +$59.4K +1,243 +41%
M&T Bank
305
M&T Bank
New York
$204K +$204K +4,270 New
TI
306
Tidal Investments
Wisconsin
$202K +$202K +4,228 New
MIFH
307
Migdal Insurance & Financial Holdings
Israel
$200K -$81.9K -1,700 -29%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$183K +$183K +3,820 New
Fidelity Investments
309
Fidelity Investments
Massachusetts
$156K -$2.52M -52,614 -94%
US Bancorp
310
US Bancorp
Minnesota
$135K +$6.26K +131 +5%
KBC Group
311
KBC Group
Belgium
$127K
DekaBank Deutsche Girozentrale
312
DekaBank Deutsche Girozentrale
Germany
$126K
TRCT
313
Tower Research Capital (TRC)
New York
$118K -$54.5K -1,139 -32%
AIG
314
American International Group
New York
$103K -$765 -16 -0.7%
C
315
Covestor
United Kingdom
$101K +$92K +1,922 +1,028%
S
316
SignatureFD
Georgia
$90.2K +$956 +20 +1%
EC
317
EntryPoint Capital
New York
$77K +$77K +1,611 New
AAM
318
Advisors Asset Management
Colorado
$69.9K -$3.59K -75 -5%
CFFP
319
Center for Financial Planning
Michigan
$68.5K
NFSG
320
Newbridge Financial Services Group
Florida
$51.6K -$8.37K -175 -14%
Pacer Advisors
321
Pacer Advisors
Pennsylvania
$51.2K -$24.4K -510 -32%
CP
322
Castleview Partners
Texas
$46.2K +$574 +12 +1%
CA
323
Clearstead Advisors
Ohio
$43.5K -$40.2K -840 -48%
CI
324
CAZ Investments
Texas
$43K
QL
325
Quarry LP
New York
$41.7K -$526 -11 -1%