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 $5.8B invested in Smartsheet Inc. in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+37
Holders Change %
+11.53%
% of All Funds
5.73%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
68
Increased
128
Reduced
110
Closed
29
Calls
$77.7M
Puts
$11M
Net Calls
+$66.7M
Net Calls Change
+$25M

Top Buyers

1
Invesco
Invesco
Georgia
+$113M
2
Ameriprise
Ameriprise
Minnesota
+$55.8M
3
CIP
Champlain Investment Partners
Vermont
+$36.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$33.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$26.3M

Top Sellers

1
SHCM
Sachem Head Capital Management
New York
-$65.7M
2
DCM
Dorsal Capital Management
California
-$43.7M
3
PCH
Polar Capital Holdings
United Kingdom
-$43.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$35.1M
5
TCG
Tremblant Capital Group
Florida
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
326
Covestor
United Kingdom
$9K -$96 -2 -1%
PA
327
Parallel Advisors
California
$8.41K -$526 -11 -6%
National Bank of Canada
328
National Bank of Canada
Quebec, Canada
$8.37K -$3.39M -70,825 -100%
EI
329
Ellevest Inc
New York
$8.03K +$2.87K +60 +56%
HCP
330
Hexagon Capital Partners
Arkansas
$7.65K +$7.65K +160 New
AAP
331
Arax Advisory Partners
Colorado
$7.36K – – –
RCM
332
Raleigh Capital Management
North Carolina
$7.22K +$7.22K +151 New
CFGS
333
Concourse Financial Group Securities
Alabama
$6.17K +$6.17K +129 New
PI
334
PineBridge Investments
New York
$4.78K – – –
QCG
335
Quadrant Capital Group
Ohio
$4.06K – – –
AF
336
Allworth Financial
California
$3.59K -$239 -5 -6%
SWM
337
Spire Wealth Management
Virginia
$3.59K – – –
BIA
338
Bell Investment Advisors
California
$2.87K +$1.63K +34 +131%
IA
339
IFP Advisors
Florida
$2.71K -$2.68K -102 -50%
GRP
340
Global Retirement Partners
California
$2.47K +$2.2K +56 +800%
Commonwealth Equity Services
341
Commonwealth Equity Services
Massachusetts
$2.2K +$48 +996 +2%
PFBT
342
Parkside Financial Bank & Trust
Missouri
$2.15K – – –
GWS
343
Glassman Wealth Services
Virginia
$1.96K – – –
AA
344
Ancora Advisors
Ohio
$1.91K +$1.91K +40 New
BWL
345
Bogart Wealth LLC
Virginia
$1.63K +$1.63K +34 New
FCA
346
FinTrust Capital Advisors
South Carolina
$1.46K – – –
CAL
347
Capital Advisors Ltd
Ohio
$1K -$3.04K -79 -75%
WPA
348
West Paces Advisors
Georgia
$956 – – –
IFAM
349
Institutional & Family Asset Management
Colorado
$860 +$239 +5 +38%
AWM
350
Avior Wealth Management
Nebraska
$669 +$669 +14 New
12 13
14
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