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SMAR

Smartsheet Inc.

Delisted

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

278 hedge funds and large institutions have $7.06B invested in Smartsheet Inc. in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $48M | Put options by funds: $27.7M

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

7% less capital invested

Capital invested by funds: $7.55B → $7.06B (-$495M)

12% less funds holding

Funds holding: 315278 (-37)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 72

Holders
278
Holders Change
-37
Holders Change %
-11.75%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
37
Increased
118
Reduced
89
Closed
72
Calls
$48M
Puts
$27.7M
Net Calls
+$20.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
326
Janus Henderson Group
United Kingdom
-$221K -3,195 Closed
Bank Julius Baer & Co
327
Bank Julius Baer & Co
Switzerland
-$221K -3,189 Closed
PM
328
Parametrica Management
Hong Kong
-$219K -3,162 Closed
BRWA
329
B. Riley Wealth Advisors
Florida
-$214K -3,085 Closed
CICI
330
Capital Investment Counsel Inc
North Carolina
-$208K -3,000 Closed
HPWM
331
Highland Private Wealth Management
Washington
-$208K -3,000 Closed
NIM
332
Northeast Investment Management
Massachusetts
-$208K -3,000 Closed
FHA
333
Flagship Harbor Advisors
Massachusetts
-$207K -2,990 Closed
FC
334
FORA Capital
Florida
-$175K -2,524 Closed
WSC
335
White Square Capital
United Kingdom
-$154K -2,217 Closed
Pacer Advisors
336
Pacer Advisors
Pennsylvania
-$152K -2,193 Closed
ASN
337
Advisory Services Network
Georgia
-$151K -2,175 Closed
IR
338
Invictus RG
Bermuda
-$146K -2,101 Closed
Simplex Trading
339
Simplex Trading
Illinois
-$132K -1,881 Closed
SOADOR
340
State of Alaska Department of Revenue
Alaska
-$98K -1,419 Closed
OIM
341
Oder Investment Management
California
-$40K -579 Closed
AIM
342
Axiom Investment Management
New York
-$296 -552 Closed
PHK
343
Point72 Hong Kong
Hong Kong
-$15K -222 Closed
VAIA
344
Virtus Alternative Investment Advisers
Connecticut
-$8K -116 Closed
SIAG
345
Safeguard Investment Advisory Group
California
-$3K -50 Closed
RPWA
346
Regent Peak Wealth Advisors
Georgia
-$3K -41 Closed
ABC
347
Associated Banc-Corp
Wisconsin
-$2K -33 Closed
VCG
348
Vantage Consulting Group
Virginia
-$2K -28 Closed
GSAM
349
Grant Street Asset Management
Pennsylvania
-$1K -18 Closed

SMAR Hedge Fund Activity: Q1 2021 in Review

278 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2021, worth a combined $7.06B — down 6.5% from $7.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMAR and 37 opened new positions — a net loss of 35 holders — while 89 trimmed existing stakes and 118 added.

The largest buyer was Dorsey Asset Management, adding an estimated $100M. The largest seller was 12 West Capital Management, cutting an estimated $149M.

  • 278 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2021, down from 315 in Q4 2020.
  • Funds reported $7.06B of Smartsheet Inc. stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 37 funds opened new Smartsheet Inc. positions in Q1 2021 and 72 closed out, a net change of -35 holders.
  • The largest Smartsheet Inc. buyer in Q1 2021 was Dorsey Asset Management, an estimated $100M added.
  • The largest Smartsheet Inc. seller in Q1 2021 was 12 West Capital Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.