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SMAR

Smartsheet Inc.

Delisted

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

411 hedge funds and large institutions have $7.18B invested in Smartsheet Inc. in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

31% more capital invested

Capital invested by funds: $5.49B → $7.18B (+$1.68B)

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

4% more funds holding

Funds holding: 395411 (+16)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

1% more call options, than puts

Call options by funds: $144M | Put options by funds: $142M

Holders
411
Holders Change
+16
Holders Change %
+4.05%
% of All Funds
5.9%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.39%
New
109
Increased
134
Reduced
126
Closed
90
Calls
$144M
Puts
$142M
Net Calls
+$1.92M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$303K
PCM
302
PenderFund Capital Management
British Columbia, Canada
$299K +$194K +4,000 New
GI
303
GAMCO Investors
Connecticut
$299K +$262K +5,400 New
AAS
304
Avantax Advisory Services
Texas
$298K +$30.4K +628 +13%
SG Americas Securities
305
SG Americas Securities
New York
$297K +$84.1K +1,735 +48%
YIH
306
Y-Intercept (HK)
Hong Kong
$286K -$512K -10,570 -67%
GF
307
Gries Financial
Ohio
$286K +$8.29K +171 +3%
ProShare Advisors
308
ProShare Advisors
Maryland
$282K +$247K +5,100 New
DTL
309
Dynamic Technology Lab
Singapore
$278K -$1.78M -36,801 -88%
FIA
310
FNY Investment Advisers
New York
$277K +$243K +5,018 New
Jones Financial Companies
311
Jones Financial Companies
Missouri
$273K +$105K +2,174 +79%
Baird Financial Group
312
Baird Financial Group
Wisconsin
$273K
BFM
313
Boothbay Fund Management
New York
$268K -$3.43M -70,814 -94%
EWA
314
EP Wealth Advisors
California
$264K +$231K +4,775 New
DF
315
Donoghue Forlines
Massachusetts
$258K +$4.31K +89 +2%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$257K +$225K +4,649 New
IFWM
317
Institute for Wealth Management
Colorado
$245K +$214K +4,421 New
AT
318
American Trust
Kentucky
$241K -$10.2K -210 -5%
AWM
319
Ariadne Wealth Management
California
$241K +$209K +4,309 New
KIA
320
KCM Investment Advisors
California
$239K +$209K +4,321 New
BAM
321
Blueshift Asset Management
New Jersey
$234K +$205K +4,229 New
Truist Financial
322
Truist Financial
North Carolina
$229K +$200K +4,131 New
Mitsubishi UFJ Asset Management
323
Mitsubishi UFJ Asset Management
Japan
$225K
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$222K +$195K +4,015 New
Mackenzie Financial
325
Mackenzie Financial
Ontario, Canada
$215K -$1.7M -35,009 -90%

SMAR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2024, worth a combined $7.18B — up 31% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SMAR positions and 90 closed out — a net gain of 19 holders — while 134 added to existing stakes and 126 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $332M. The largest seller was Capital World Investors, cutting an estimated $239M.

  • 411 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $7.18B of Smartsheet Inc. stock for Q3 2024, up 31% quarter-over-quarter.
  • 109 funds opened new Smartsheet Inc. positions in Q3 2024 and 90 closed out, a net change of +19 holders.
  • The largest Smartsheet Inc. buyer in Q3 2024 was Pentwater Capital Management, an estimated $332M added.
  • The largest Smartsheet Inc. seller in Q3 2024 was Capital World Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2024.