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SMAR

Smartsheet Inc.
SMAR

Delisted

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

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7 hedge funds and large institutions have $323K invested in Smartsheet Inc. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 359 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 367 → 7 (-360)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 359

100% less funds holding in top 10

Funds holding in top 10: 35 → 0 (-35)

100% less capital invested

Capital invested by funds: $7.78B → $323K (-$7.78B)

Holders
7
Holders Change
-360
Holders Change %
-98.09%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
359
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$73.8K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.19K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$798M
2
BlackRock
BlackRock
New York
-$547M
3
PCM
Pentwater Capital Management
Florida
-$501M
4
UBS Group
UBS Group
Switzerland
-$432M
5
HI
HBK Investments
Texas
-$385M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
326
Lindbrook Capital
California
– -$20.8K -371 Closed
SAM
327
Smartleaf Asset Management
Massachusetts
– -$19.8K -353 Closed
NFSG
328
Newbridge Financial Services Group
Florida
– -$17.1K -305 Closed
PTC
329
Private Trust Company
Ohio
– -$16.8K -300 Closed
FFA
330
Farther Finance Advisors
California
– -$15.4K -274 Closed
CIAM
331
Caitong International Asset Management
Hong Kong
– -$13.8K -246 Closed
GXJ
332
Global X Japan
Japan
– -$13.8K -246 Closed
AWM
333
Abound Wealth Management
Tennessee
– -$13.1K -234 Closed
RF
334
Robinswood Financial
Washington
– -$11.2K -200 Closed
BTI
335
Blue Trust Inc
Georgia
– -$10.8K -193 Closed
ACM
336
Accent Capital Management
Ohio
– -$9.53K -170 Closed
FHA
337
First Horizon Advisors
Tennessee
– -$8.74K -156 Closed
QCG
338
Quadrant Capital Group
Ohio
– -$8.63K -154 Closed
Comerica Bank
339
Comerica Bank
Texas
– -$8.01K -143 Closed
PWMG
340
Private Wealth Management Group
New Jersey
– -$6.39K -114 Closed
HIMS
341
Hager Investment Management Services
New Hampshire
– -$5.6K -100 Closed
HIIFS
342
Harel Insurance Investments & Financial Services
Israel
– -$5K -82 Closed
PFBT
343
Parkside Financial Bank & Trust
Missouri
– -$4.2K -75 Closed
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
– -$3.64K -65 Closed
WWM
345
Wolff Wiese Magana
California
– -$2.69K -48 Closed
MWM
346
Mascoma Wealth Management
New Hampshire
– -$2.24K -40 Closed
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
– -$2.19K -39 Closed
S
348
Sachetta
Massachusetts
– -$2.13K -38 Closed
AF
349
Allworth Financial
California
– -$2.09K -37 Closed
BWL
350
Bogart Wealth LLC
Virginia
– -$1.91K -34 Closed
11 12 13
14
15

SMAR Hedge Fund Activity: Q1 2025 in Review

7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2025, worth a combined $323K — down 100% from $7.78B a quarter earlier.

Sellers outnumbered buyers: 359 funds closed out of SMAR and 1 opened new positions — a net loss of 358 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $73.8K. The largest seller was Vanguard Group, exiting entirely with an estimated $798M sold.

  • 7 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2025, down from 367 in Q4 2024.
  • Funds reported $323K of Smartsheet Inc. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Smartsheet Inc. positions in Q1 2025 and 359 closed out, a net change of -358 holders.
  • The largest Smartsheet Inc. buyer in Q1 2025 was IFP Advisors, an estimated $73.8K added.
  • The largest Smartsheet Inc. seller in Q1 2025 was Vanguard Group, an estimated $798M sold.

Based on aggregated 13F filings for Q1 2025.