SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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7 hedge funds and large institutions have $323K invested in Smartsheet Inc. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 353 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
-356
Holders Change %
-98.07%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
353
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$74.1K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.16K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$798M
2
BlackRock
BlackRock
New York
-$547M
3
PCM
Pentwater Capital Management
Florida
-$501M
4
UBS Group
UBS Group
Switzerland
-$432M
5
VEPM
Vista Equity Partners Management
California
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
301
1620 Investment Advisors
Massachusetts
– -$90.5K -1,615 Closed
VWM
302
Venturi Wealth Management
Texas
– -$86.8K -1,549 Closed
CFFP
303
Center for Financial Planning
Michigan
– -$80.2K -1,432 Closed
LIM
304
Longfellow Investment Management
Massachusetts
– -$73.1K -1,304 Closed
PEAK6
305
PEAK6
Illinois
– -$62.8K -1,121 Closed
VCM
306
Versant Capital Management
Arizona
– -$53.8K -961 Closed
CI
307
CAZ Investments
Texas
– -$50K -900 Closed
IUHSA
308
Itau Unibanco Holding S.A.
Brazil
– -$46.9K -837 Closed
QC
309
Quent Capital
New York
– -$45.4K -810 Closed
GI
310
GAMMA Investing
California
– -$44K -786 Closed
CT
311
Colonial Trust
South Carolina
– -$43.3K -773 Closed
Asset Management One
312
Asset Management One
Japan
– -$39.1K -698 Closed
RMP
313
Richards, Merrill & Peterson
Washington
– -$37.8K -675 Closed
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
– -$36.4K -648 Closed
BIG
315
Brooklyn Investment Group
New York
– -$30.9K -552 Closed
EWA
316
EverSource Wealth Advisors
Alabama
– -$30K -536 Closed
CI Investments Inc
317
CI Investments Inc
Ontario, Canada
– -$29K -514 Closed
AIM
318
Anchor Investment Management
South Carolina
– -$28K -500 Closed
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
– -$26.2K -467 Closed
SS
320
SBI Securities
Japan
– -$25.2K -450 Closed
LC
321
Lindbrook Capital
California
– -$20.8K -371 Closed
SAM
322
Smartleaf Asset Management
Massachusetts
– -$19.8K -353 Closed
NFSG
323
Newbridge Financial Services Group
Florida
– -$17.1K -305 Closed
PTC
324
Private Trust Company
Ohio
– -$16.8K -300 Closed
FFA
325
Farther Finance Advisors
California
– -$15.4K -274 Closed
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