SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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393 hedge funds and large institutions have $5.49B invested in Smartsheet Inc. in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+34
Holders Change %
+9.47%
% of All Funds
5.72%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
74
Increased
142
Reduced
131
Closed
35
Calls
$56.4M
Puts
$37.2M
Net Calls
+$19.2M
Net Calls Change
-$10.5M

Top Buyers

1
VEPM
Vista Equity Partners Management
California
+$191M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$49.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$38.4M
4
HRCM
Hawk Ridge Capital Management
California
+$37.5M
5
BlackRock
BlackRock
New York
+$35.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$111M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$91M
3
First Trust Advisors
First Trust Advisors
Illinois
-$64.4M
4
CFM
Coronation Fund Managers
South Africa
-$46.3M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
351
GAMMA Investing
California
$19.1K +$15.8K +358 +471%
LC
352
Lindbrook Capital
California
$16.1K +$132 +3 +0.8%
PTC
353
Private Trust Company
Ohio
$15.3K – – –
Pacer Advisors
354
Pacer Advisors
Pennsylvania
$14.5K -$31.3K -711 -68%
FFA
355
Farther Finance Advisors
California
$14.4K +$12.5K +280 +651%
Parallax Volatility Advisers
356
Parallax Volatility Advisers
California
$12.4K +$12.4K +282 New
EWA
357
EverSource Wealth Advisors
Alabama
$11.7K +$2.06K +43 +22%
GXJ
358
Global X Japan
Japan
$11.6K -$5.95K -135 -34%
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$11K -$857 -19 -7%
SWA
360
SOA Wealth Advisors
New York
$10.6K – – –
AWM
361
Abound Wealth Management
Tennessee
$10.3K – – –
AW
362
Avion Wealth
Texas
$10K +$10K +245 New
PLU
363
Performa Ltd (US)
South Carolina
$8.82K -$2.56K -58 -22%
CA
364
Clearstead Advisors
Ohio
$8.42K +$8.42K +191 New
SAM
365
Smartleaf Asset Management
Massachusetts
$6.27K +$5.4K +124 +620%
QCG
366
Quadrant Capital Group
Ohio
$6.26K +$176 +4 +3%
PWMG
367
Private Wealth Management Group
New Jersey
$5.03K +$5.03K +114 New
SPIA
368
Steward Partners Investment Advisory
New York
$4.98K -$3.17K -72 -39%
SWM
369
Spire Wealth Management
Virginia
$4.41K – – –
GRP
370
Global Retirement Partners
California
$3.53K – – –
PFBT
371
Parkside Financial Bank & Trust
Missouri
$3.04K +$265 +6 +10%
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2K – – –
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$1.72K -$76.4K -1,734 -98%
IC
374
Innealta Capital
Texas
$1.54K +$1.54K +35 New
BWL
375
Bogart Wealth LLC
Virginia
$1.5K – – –
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15
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