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SMAR

Smartsheet Inc.

Delisted

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

411 hedge funds and large institutions have $7.18B invested in Smartsheet Inc. in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

31% more capital invested

Capital invested by funds: $5.49B → $7.18B (+$1.68B)

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

4% more funds holding

Funds holding: 395411 (+16)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

1% more call options, than puts

Call options by funds: $144M | Put options by funds: $142M

Holders
411
Holders Change
+16
Holders Change %
+4.05%
% of All Funds
5.9%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.39%
New
109
Increased
134
Reduced
126
Closed
90
Calls
$144M
Puts
$142M
Net Calls
+$1.92M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
351
Banque Cantonale Vaudoise
Switzerland
$42K
GI
352
GAMMA Investing
California
$41.6K +$15.4K +318 +73%
TWD
353
True Wealth Design
Ohio
$40.5K +$35.5K +732 New
FFA
354
Farther Finance Advisors
California
$39.9K +$19.3K +398 +123%
Asset Management One
355
Asset Management One
Japan
$38.6K -$140K -2,883 -81%
WPW
356
Waldron Private Wealth
Pennsylvania
$33.5K +$29.3K +605 New
RCM
357
Raleigh Capital Management
North Carolina
$31.3K +$27.4K +565 New
CA
358
CoreCap Advisors
Michigan
$29.3K +$25.6K +529 New
BIG
359
Brooklyn Investment Group
New York
$28.3K +$24.8K +512 New
Osaic Holdings
360
Osaic Holdings
Arizona
$28.1K -$59.5K -1,227 -71%
NFSG
361
Newbridge Financial Services Group
Florida
$28K
AIM
362
Anchor Investment Management
South Carolina
$27.7K
Allspring Global Investments
363
Allspring Global Investments
North Carolina
$26.7K -$358K -7,388 -94%
ACM
364
Aster Capital Management
United Arab Emirates
$26.4K +$23.1K +477 New
PA
365
Parallel Advisors
California
$26.2K +$1.6K +33 +8%
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
$26K +$10.5K +217 +89%
HNB
367
Huntington National Bank
Ohio
$20.5K -$4.85K -100 -21%
LC
368
Lindbrook Capital
California
$20.1K -$97 -2 -0.5%
SAM
369
Smartleaf Asset Management
Massachusetts
$19.5K +$10.1K +208 +144%
PTC
370
Private Trust Company
Ohio
$19.3K
IA
371
IFP Advisors
Florida
$19K +$15.1K +311 +942%
PS
372
Principal Securities
Iowa
$17.8K +$14.2K +293 +1,046%
ACM
373
Accent Capital Management
Ohio
$14.9K +$13.1K +270 New
AW
374
Avion Wealth
Texas
$14K +$533 +11 +4%
AWM
375
Abound Wealth Management
Tennessee
$13K

SMAR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2024, worth a combined $7.18B — up 31% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SMAR positions and 90 closed out — a net gain of 19 holders — while 134 added to existing stakes and 126 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $332M. The largest seller was Capital World Investors, cutting an estimated $239M.

  • 411 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $7.18B of Smartsheet Inc. stock for Q3 2024, up 31% quarter-over-quarter.
  • 109 funds opened new Smartsheet Inc. positions in Q3 2024 and 90 closed out, a net change of +19 holders.
  • The largest Smartsheet Inc. buyer in Q3 2024 was Pentwater Capital Management, an estimated $332M added.
  • The largest Smartsheet Inc. seller in Q3 2024 was Capital World Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2024.