SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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343 hedge funds and large institutions have $4.64B invested in Smartsheet Inc. in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 133 increasing their positions, 106 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-15
Holders Change %
-4.19%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
49
Increased
133
Reduced
106
Closed
62
Calls
$82.4M
Puts
$18.2M
Net Calls
+$64.2M
Net Calls Change
-$2.45M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$53.4M
2
Capital World Investors
Capital World Investors
California
+$48.1M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$45.7M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$38.7M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$26.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$86.9M
2
PCH
Polar Capital Holdings
United Kingdom
-$49.3M
3
Millennium Management
Millennium Management
New York
-$46.1M
4
SSA
Schonfeld Strategic Advisors
New York
-$39.1M
5
NPCM
North Peak Capital Management
New York
-$36.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
326
Versant Capital Management
Arizona
$1.72K +$1.72K +45 New
GWS
327
Glassman Wealth Services
Virginia
$1.57K – – –
FCA
328
FinTrust Capital Advisors
South Carolina
$1.46K – – –
BWL
329
Bogart Wealth LLC
Virginia
$1.3K – – –
BTI
330
Blue Trust Inc
Georgia
$1K +$875 +14 +700%
BIA
331
Bell Investment Advisors
California
$919 -$1.38K -36 -60%
WPA
332
West Paces Advisors
Georgia
$765 – – –
IFAM
333
Institutional & Family Asset Management
Colorado
$689 – – –
FGAM
334
Financial Gravity Asset Management
Texas
$577 +$577 +38 New
BAAM
335
Baker Avenue Asset Management
California
$497 – – –
HI
336
Harbour Investments
Wisconsin
$459 – – –
JWM
337
Janiczek Wealth Management
Colorado
$421 – – –
MIM
338
Macroview Investment Management
Maryland
$307 – – –
TCM
339
Tradewinds Capital Management
Washington
$230 – – –
MCM
340
Manchester Capital Management
Vermont
$192 +$192 +5 New
NA
341
NewEdge Advisors
Louisiana
$153 -$26.7K -698 -99%
IA
342
IFP Advisors
Florida
$115 -$3.83K -100 -97%
PCH
343
Polar Capital Holdings
United Kingdom
– -$49.3M -1,032,089 Closed
SSA
344
Schonfeld Strategic Advisors
New York
– -$39.1M -818,759 Closed
Lord, Abbett & Co
345
Lord, Abbett & Co
New Jersey
– -$33.2M -693,843 Closed
CSS
346
Cubist Systematic Strategies
Connecticut
– -$19.8M -415,017 Closed
1832 Asset Management
347
1832 Asset Management
Ontario, Canada
– -$11M -229,200 Closed
Fuller & Thaler Asset Management
348
Fuller & Thaler Asset Management
California
– -$10.8M -225,680 Closed
TC
349
TwinBeech Capital
New York
– -$6.5M -136,075 Closed
PCR
350
Potrero Capital Research
California
– -$5.02M -105,000 Closed
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