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SMAR

Smartsheet Inc.
SMAR

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 359 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 367 → 7 (-360)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 359

100% less funds holding in top 10

Funds holding in top 10: 35 → 0 (-35)

100% less capital invested

Capital invested by funds: $7.78B → $323K (-$7.78B)

Holders
7
Holders Change
-360
Holders Change %
-98.09%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
359
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$73.8K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.19K

Top Sellers

Rank Fund Capital Flow
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
HI
HBK Investments
Texas
-$385M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
301
True Wealth Design
Ohio
– -$118K -2,111 Closed
PA
302
Parallel Advisors
California
– -$114K -2,032 Closed
AAM
303
Advisors Asset Management
Colorado
– -$112K -1,994 Closed
QL
304
Quarry LP
New York
– -$101K -1,797 Closed
US Bancorp
305
US Bancorp
Minnesota
– -$93.8K -1,675 Closed
1IA
306
1620 Investment Advisors
Massachusetts
– -$90.5K -1,615 Closed
VWM
307
Venturi Wealth Management
Texas
– -$86.8K -1,549 Closed
CFFP
308
Center for Financial Planning
Michigan
– -$80.2K -1,432 Closed
LIM
309
Longfellow Investment Management
Massachusetts
– -$73.1K -1,304 Closed
PEAK6
310
PEAK6
Illinois
– -$62.8K -1,121 Closed
VCM
311
Versant Capital Management
Arizona
– -$53.8K -961 Closed
CI
312
CAZ Investments
Texas
– -$50K -900 Closed
IUHSA
313
Itau Unibanco Holding S.A.
Brazil
– -$46.9K -837 Closed
QC
314
Quent Capital
New York
– -$45.4K -810 Closed
GI
315
GAMMA Investing
California
– -$44K -786 Closed
CT
316
Colonial Trust
South Carolina
– -$43.3K -773 Closed
Asset Management One
317
Asset Management One
Japan
– -$39.1K -698 Closed
RMP
318
Richards, Merrill & Peterson
Washington
– -$37.8K -675 Closed
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
– -$36.4K -648 Closed
BIG
320
Brooklyn Investment Group
New York
– -$30.9K -552 Closed
EWA
321
EverSource Wealth Advisors
Alabama
– -$30K -536 Closed
CI Investments Inc
322
CI Investments Inc
Ontario, Canada
– -$29K -514 Closed
AIM
323
Anchor Investment Management
South Carolina
– -$28K -500 Closed
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
– -$26.2K -467 Closed
SS
325
SBI Securities
Japan
– -$25.2K -450 Closed
11 12
13
14 15

SMAR Hedge Fund Activity: Q1 2025 in Review

7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2025, worth a combined $323K — down 100% from $7.78B a quarter earlier.

Sellers outnumbered buyers: 359 funds closed out of SMAR and 1 opened new positions — a net loss of 358 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $73.8K. The largest seller was Vanguard Group, exiting entirely with an estimated $798M sold.

  • 7 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2025, down from 367 in Q4 2024.
  • Funds reported $323K of Smartsheet Inc. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Smartsheet Inc. positions in Q1 2025 and 359 closed out, a net change of -358 holders.
  • The largest Smartsheet Inc. buyer in Q1 2025 was IFP Advisors, an estimated $73.8K added.
  • The largest Smartsheet Inc. seller in Q1 2025 was Vanguard Group, an estimated $798M sold.

Based on aggregated 13F filings for Q1 2025.