SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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378 hedge funds and large institutions have $5.97B invested in Smartsheet Inc. in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 134 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+25
Holders Change %
+7.08%
% of All Funds
5.54%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
64
Increased
134
Reduced
137
Closed
36
Calls
$90.8M
Puts
$23.1M
Net Calls
+$67.7M
Net Calls Change
+$23.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$74.2M
2
GIM
Granahan Investment Management
Massachusetts
+$44.8M
3
NPCM
North Peak Capital Management
New York
+$35.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$31.5M
5
CFM
Coronation Fund Managers
South Africa
+$30.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$66M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$49.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$37.4M
4
Squarepoint
Squarepoint
New York
-$35.5M
5
1WCM
12 West Capital Management
New York
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
351
Parallel Advisors
California
$4.97K +$287 +6 +6%
SWM
352
Spire Wealth Management
Virginia
$4.62K – – –
RFG
353
REAP Financial Group
Texas
$4.35K +$4.35K +91 New
Loomis, Sayles & Company
354
Loomis, Sayles & Company
Massachusetts
$4K +$4K +87 New
GRP
355
Global Retirement Partners
California
$3.83K +$813 +17 +27%
GI
356
GAMMA Investing
California
$3.73K +$3.73K +83 New
Mitsubishi UFJ Asset Management
357
Mitsubishi UFJ Asset Management
Japan
$3.34K – – –
VNA
358
Valley National Advisers
Pennsylvania
$3K +$643 +15 +27%
FFA
359
Farther Finance Advisors
California
$2.53K +$2.53K +53 New
PFBT
360
Parkside Financial Bank & Trust
Missouri
$2.44K -$478 -10 -16%
FDCDDQ
361
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.39K +$2.39K +50 New
VCM
362
Versant Capital Management
Arizona
$2.2K – – –
GWS
363
Glassman Wealth Services
Virginia
$1.96K – – –
PS
364
Principal Securities
Iowa
$1.96K +$1.96K +41 New
HI
365
Harbour Investments
Wisconsin
$1.87K +$1.87K +39 New
BWL
366
Bogart Wealth LLC
Virginia
$1.63K – – –
SAM
367
Smartleaf Asset Management
Massachusetts
$1.59K +$1.59K +33 New
BIA
368
Bell Investment Advisors
California
$1.24K -$622 -13 -33%
CG
369
Cutler Group
California
$1K -$48.9K -1,860 -98%
CAL
370
Capital Advisors Ltd
Ohio
$1K – – –
PWMG
371
Private Wealth Management Group
New Jersey
$957 +$957 +20 New
WPA
372
West Paces Advisors
Georgia
$956 – – –
IFAM
373
Institutional & Family Asset Management
Colorado
$861 – – –
JWM
374
Janiczek Wealth Management
Colorado
$527 – – –
MIM
375
Macroview Investment Management
Maryland
$383 – – –
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15
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