SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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353 hedge funds and large institutions have $4.89B invested in Smartsheet Inc. in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 130 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+10
Holders Change %
+2.92%
% of All Funds
5.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
48
Increased
130
Reduced
118
Closed
36
Calls
$72.5M
Puts
$27.9M
Net Calls
+$44.6M
Net Calls Change
-$19.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$87.6M
2
DCM
Dorsal Capital Management
California
+$52.6M
3
RC
RGM Capital
Florida
+$50.7M
4
EC
Eminence Capital
New York
+$49.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$34.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$204M
2
Alkeon Capital Management
Alkeon Capital Management
New York
-$36.8M
3
Ameriprise
Ameriprise
Minnesota
-$36.2M
4
Macquarie Group
Macquarie Group
Australia
-$33.9M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
326
Arax Advisory Partners
Colorado
$6.23K – – –
SWM
327
Spire Wealth Management
Virginia
$4.05K – – –
PA
328
Parallel Advisors
California
$3.97K -$1.58K -39 -28%
BAAM
329
Baker Avenue Asset Management
California
$3.72K +$3.2K +79 +608%
QCG
330
Quadrant Capital Group
Ohio
$3.44K – – –
Mitsubishi UFJ Asset Management
331
Mitsubishi UFJ Asset Management
Japan
$3.03K +$3.03K +75 New
GRP
332
Global Retirement Partners
California
$2.54K – – –
PFBT
333
Parkside Financial Bank & Trust
Missouri
$2.47K +$405 +10 +20%
VNA
334
Valley National Advisers
Pennsylvania
$2K +$2K +55 New
VCM
335
Versant Capital Management
Arizona
$1.86K +$40 +1 +2%
GBT
336
Grove Bank & Trust
Florida
$1.74K +$1.74K +43 New
GWS
337
Glassman Wealth Services
Virginia
$1.66K – – –
BIA
338
Bell Investment Advisors
California
$1.58K +$607 +15 +63%
BWL
339
Bogart Wealth LLC
Virginia
$1.38K – – –
HL
340
HeadInvest LLC
Maine
$1.22K +$1.22K +30 New
AF
341
Allworth Financial
California
$1.17K -$1.86K -46 -61%
CAL
342
Capital Advisors Ltd
Ohio
$1K -$3.04K -79 -75%
WPA
343
West Paces Advisors
Georgia
$809 – – –
IFAM
344
Institutional & Family Asset Management
Colorado
$728 – – –
JWM
345
Janiczek Wealth Management
Colorado
$446 – – –
MIM
346
Macroview Investment Management
Maryland
$324 – – –
TCM
347
Tradewinds Capital Management
Washington
$243 – – –
MCM
348
Manchester Capital Management
Vermont
$203 – – –
WT
349
Whittier Trust
California
$202 +$202 +5 New
NA
350
NewEdge Advisors
Louisiana
$162 – – –
12 13
14
15 16