SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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358 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
5.53%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
31
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M

Top Buyers

1
NPCM
North Peak Capital Management
New York
+$225M
2
FAM
Foxhaven Asset Management
Virginia
+$55.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$54M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$48.5M
5
JAMH
Junson Asset Management (HK)
Hong Kong
+$35.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$66.9M
2
Capital World Investors
Capital World Investors
California
-$56.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$55.6M
4
Capital International Investors
Capital International Investors
California
-$41.8M
5
KIP
Kayak Investment Partners
California
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
326
Janiczek Wealth Management
Colorado
$10K – – –
EI
327
Ellevest Inc
New York
$10K +$4.4K +55 +79%
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.29K +$9.29K +120 New
EWA
329
EverSource Wealth Advisors
Alabama
$8K +$8K +105 New
HI
330
Harbour Investments
Wisconsin
$7K +$2.62K +34 +60%
TWA
331
TCI Wealth Advisors
Arizona
$6K +$158 +2 +3%
RIM
332
Rockbridge Investment Management
New York
$4K -$1.07K -15 -21%
LJHT
333
Laurie J. Hall Trustee
$4K – – –
TJHA
334
Thomas J. Herzfeld Advisors
Florida
$4K – – –
CFGS
335
Concourse Financial Group Securities
Alabama
$4K – – –
FHA
336
First Horizon Advisors
Tennessee
$4K +$400 +6 +11%
SFO
337
Standard Family Office
South Dakota
$3K +$3K +44 New
BIA
338
Bell Investment Advisors
California
$2K – – –
PLU
339
Performa Ltd (US)
South Carolina
$2K +$65 +1 +3%
NFG
340
Next Financial Group
Texas
$2K +$800 +8 +67%
PFBT
341
Parkside Financial Bank & Trust
Missouri
$2K +$720 +9 +56%
GWS
342
Glassman Wealth Services
Virginia
$2K +$1.3K +13 +186%
LF
343
Lee Financial
Texas
$2K +$2K +32 New
WPA
344
West Paces Advisors
Georgia
$1.55K – – –
TPCW
345
TD Private Client Wealth
New York
$1.39K +$1.39K +18 New
VRS
346
Virginia Retirement Systems
Virginia
$1.19K +$240 +3,100 +25%
IA
347
IFP Advisors
Florida
$1K -$67.6K -1,082 -99%
MAM
348
Meeder Asset Management
Ohio
$1K -$83.2K -998 -99%
FWM
349
Focused Wealth Management
New York
$1K – – –
FMP
350
Financial Management Professionals
Texas
$1K – – –
12 13
14
15 16