SMAR

Smartsheet Inc.

Delisted

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

363 hedge funds and large institutions have $7.4B invested in Smartsheet Inc. in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 106 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-43
Holders Change %
-10.59%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.45%
New
65
Increased
148
Reduced
106
Closed
103
Calls
$105M
Puts
$72.1M
Net Calls
+$33M
Net Calls Change
+$31.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
351
Avion Wealth
Texas
$1K -$9.67K -232 -91%
CAL
352
Capital Advisors Ltd
Ohio
$1K
CFGS
353
Concourse Financial Group Securities
Alabama
$959 -$207K -3,668 -100%
BIA
354
Bell Investment Advisors
California
$785 -$673 -12 -46%
SPIA
355
Steward Partners Investment Advisory
New York
$784 -$2.07K -37 -73%
TCM
356
Tradewinds Capital Management
Washington
$561
MCM
357
MV Capital Management
Maryland
$505
TPCW
358
TD Private Client Wealth
New York
$504 +$504 +9 New
PWA
359
Principia Wealth Advisory
Texas
$392 +$392 +7 New
MCM
360
Manchester Capital Management
Vermont
$281
RIL
361
Rothschild Investment LLC
Illinois
$224
TFM
362
TFC Financial Management
Massachusetts
$57
CAS
363
Coppell Advisory Solutions
Texas
$56
EC
364
Eminence Capital
New York
-$234M -4,230,094 Closed
TCM
365
TimesSquare Capital Management
New York
-$104M -1,881,211 Closed
Capital Research Global Investors
366
Capital Research Global Investors
California
-$63.8M -1,151,843 Closed
Federated Hermes
367
Federated Hermes
Pennsylvania
-$56.5M -1,021,120 Closed
ClearBridge Investments
368
ClearBridge Investments
New York
-$44M -795,147 Closed
Acadian Asset Management
369
Acadian Asset Management
Massachusetts
-$40.9M -739,176 Closed
TCG
370
Tremblant Capital Group
Florida
-$37.5M -676,729 Closed
FBCM
371
Fort Baker Capital Management
California
-$34.1M -616,585 Closed
GIM
372
Granahan Investment Management
Massachusetts
-$33.3M -601,323 Closed
RC
373
RGM Capital
Florida
-$31.6M -570,715 Closed
Swedbank
374
Swedbank
Sweden
-$22.4M -403,983 Closed
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
-$18.4M -331,728 Closed