SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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359 hedge funds and large institutions have $4.79B invested in Smartsheet Inc. in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
-19
Holders Change %
-5.03%
% of All Funds
5.2%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
54
Increased
142
Reduced
113
Closed
70
Calls
$51.1M
Puts
$21.3M
Net Calls
+$29.7M
Net Calls Change
-$37.9M

Top Buyers

1
VEPM
Vista Equity Partners Management
California
+$67.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$48.8M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$45.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$37.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$31.7M

Top Sellers

1
BCM
Brown Capital Management
Maryland
-$69.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$55.3M
3
Morgan Stanley
Morgan Stanley
New York
-$46.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$44.2M
5
1WCM
12 West Capital Management
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
326
Venturi Wealth Management
Texas
$10.7K +$6.01K +156 +128%
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$10K +$2.55K +67 +34%
PLU
328
Performa Ltd (US)
South Carolina
$9.93K – – –
SWA
329
SOA Wealth Advisors
New York
$9.24K – – –
AWM
330
Abound Wealth Management
Tennessee
$9.01K – – –
EWA
331
EverSource Wealth Advisors
Alabama
$7.57K -$832 -22 -10%
SPIA
332
Steward Partners Investment Advisory
New York
$7.12K +$7.12K +185 New
HIIFS
333
Harel Insurance Investments & Financial Services
Israel
$6K +$75 +2 +1%
AAP
334
Arax Advisory Partners
Colorado
$5.93K – – –
QCG
335
Quadrant Capital Group
Ohio
$5.31K -$616 -16 -10%
SWM
336
Spire Wealth Management
Virginia
$3.85K – – –
ETC
337
Exchange Traded Concepts
Oklahoma
$3.12K +$3.12K +81 New
GRP
338
Global Retirement Partners
California
$3.08K – – –
GI
339
GAMMA Investing
California
$2.93K -$270 -7 -8%
Mitsubishi UFJ Asset Management
340
Mitsubishi UFJ Asset Management
Japan
$2.89K – – –
PFBT
341
Parkside Financial Bank & Trust
Missouri
$2.43K +$462 +12 +24%
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.93K – – –
FFA
343
Farther Finance Advisors
California
$1.65K -$384 -10 -19%
BWL
344
Bogart Wealth LLC
Virginia
$1.31K – – –
BIA
345
Bell Investment Advisors
California
$1K – – –
IFAM
346
Institutional & Family Asset Management
Colorado
$1K +$308 +8 +44%
CG
347
Cutler Group
California
$1K -$118 -4 -11%
CAL
348
Capital Advisors Ltd
Ohio
$1K – – –
FGAM
349
Financial Gravity Asset Management
Texas
$926 +$926 +24 New
PS
350
Principal Securities
Iowa
$886 -$693 -18 -44%
12 13
14
15 16