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SMAR

Smartsheet Inc.

Delisted

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

319 hedge funds and large institutions have $7.95B invested in Smartsheet Inc. in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

121% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $26.9M

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more funds holding

Funds holding: 278319 (+41)

13% more capital invested

Capital invested by funds: $7.06B → $7.95B (+$893M)

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
76
Increased
133
Reduced
70
Closed
32
Calls
$59.5M
Puts
$26.9M
Net Calls
+$32.5M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
326
Seven Eight Capital
New York
-$3.45M -49,771 Closed
PA
327
Profund Advisors
Maryland
-$1.96M -30,683 Closed
Rafferty Asset Management
328
Rafferty Asset Management
New York
-$534K -8,356 Closed
ACM
329
AlphaCrest Capital Management
New York
-$486K -7,600 Closed
YIH
330
Y-Intercept (HK)
Hong Kong
-$441K -7,270 Closed
Wolverine Trading
331
Wolverine Trading
Illinois
-$426K -7,032 Closed
PI
332
PFS Investments
Georgia
-$402K -6,289 Closed
Qube Research & Technologies (QRT)
333
Qube Research & Technologies (QRT)
United Kingdom
-$345K -5,390 Closed
JG
334
Jefferies Group
New York
-$281K -4,501 Closed
TCM
335
Tuttle Capital Management
Connecticut
-$279K -4,367 Closed
HSBC Holdings
336
HSBC Holdings
United Kingdom
-$275K -4,323 Closed
PFA
337
Professional Financial Advisors
Nebraska
-$268K -4,196 Closed
GC
338
Guggenheim Capital
Illinois
-$223K -3,486 Closed
MAM
339
Meeder Asset Management
Ohio
-$159K -2,541 -100%
SWM
340
Spire Wealth Management
Virginia
-$105K -1,670 Closed
VFA
341
Valeo Financial Advisors
Indiana
-$64K -1,000 Closed
ETC
342
Exchange Traded Concepts
Oklahoma
-$29K -448 Closed
GWM
343
Geneos Wealth Management
Colorado
-$23K -400 Closed
MWP
344
Meridian Wealth Partners
Pennsylvania
-$13K -203 Closed
SPIA
345
Steward Partners Investment Advisory
New York
-$7.99K -125 Closed
ADIM
346
Alpha DNA Investment Management
Maryland
-$4K -68 Closed
AIC
347
Ameritas Investment Company
Nebraska
-$3.2K -50 Closed
SFS
348
Sowell Financial Services
Arkansas
-$1K -22 Closed
SFO
349
Standard Family Office
South Dakota
-$1K -17 Closed
GWS
350
Glassman Wealth Services
Virginia
+$187 +3 New

SMAR Hedge Fund Activity: Q2 2021 in Review

319 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2021, worth a combined $7.95B — up 13% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMAR positions and 32 closed out — a net gain of 44 holders — while 133 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $229M sold.

  • 319 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $7.95B of Smartsheet Inc. stock for Q2 2021, up 13% quarter-over-quarter.
  • 76 funds opened new Smartsheet Inc. positions in Q2 2021 and 32 closed out, a net change of +44 holders.
  • The largest Smartsheet Inc. buyer in Q2 2021 was JP Morgan Chase, an estimated $92.8M added.
  • The largest Smartsheet Inc. seller in Q2 2021 was Whale Rock Capital Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2021.