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SMAR

Smartsheet Inc.

Delisted

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

359 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 99

17% more capital invested

Capital invested by funds: $7.57B → $8.83B (+$1.27B)

12% more funds holding

Funds holding: 320359 (+39)

10% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $72.3M

Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
32
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
351
Institutional & Family Asset Management
Colorado
$1K +$559 +8 New
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.05K +15 New
SCA
353
Snowden Capital Advisors
New York
$1K +$1.12K +16 New
RWML
354
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$620
EWA
355
Evolution Wealth Advisors
Florida
$233 -$18.8K -269 -8%
ED
356
Exane Derivatives
France
$155 -$2.38K -34 -94%
ACP
357
Atalan Capital Partners
New York
-$20.6M -300,000 Closed
SRFM
358
Shannon River Fund Management
New York
-$19.8M -287,983 Closed
MCM
359
Makena Capital Management
California
-$11.3M -164,116 Closed
LCG
360
Luxor Capital Group
New York
-$8.34M -121,200 Closed
TGCMU
361
Titan Global Capital Management USA
New York
-$6.42M -93,245 Closed
Calamos Advisors
362
Calamos Advisors
Illinois
-$6.12M -88,852 Closed
EWA
363
EP Wealth Advisors
California
-$1.9M -27,656 Closed
IG
364
ING Group
Netherlands
-$1.51M -21,900 Closed
SCF
365
Sante Capital Fund
Texas
-$1.32M -19,143 Closed
LCG
366
Lisanti Capital Growth
New York
-$1.29M -18,795 Closed
TM
367
Tiger Management
New York
-$1.28M -18,600 Closed
DTL
368
Dynamic Technology Lab
Singapore
-$1.1M -16,018 Closed
Group One Trading
369
Group One Trading
Illinois
-$992K -14,198 Closed
CIP
370
Chartwell Investment Partners
Pennsylvania
-$922K -13,396 Closed
SO
371
STRS Ohio
Ohio
-$914K -13,289 Closed
BS
372
Banco Santander
Spain
-$881K -12,804 Closed
Mirae Asset Global Investments
373
Mirae Asset Global Investments
South Korea
-$526K -7,638 Closed
BSW
374
Buckingham Strategic Wealth
Missouri
-$387K -5,621 Closed
XT
375
XTX Topco
Cayman Islands
-$350K -5,088 Closed

SMAR Hedge Fund Activity: Q4 2021 in Review

359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2021, worth a combined $8.83B — up 17% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 32 closed out — a net gain of 42 holders — while 139 added to existing stakes and 99 trimmed.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $203M. The largest seller was AllianceBernstein, cutting an estimated $60.4M.

  • 359 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $8.83B of Smartsheet Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2021 and 32 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2021 was North Peak Capital Management, an estimated $203M added.
  • The largest Smartsheet Inc. seller in Q4 2021 was AllianceBernstein, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2021.