SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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7 hedge funds and large institutions have $323K invested in Smartsheet Inc. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 353 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
-356
Holders Change %
-98.07%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
353
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$74.1K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.16K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$798M
2
BlackRock
BlackRock
New York
-$547M
3
PCM
Pentwater Capital Management
Florida
-$501M
4
UBS Group
UBS Group
Switzerland
-$432M
5
VEPM
Vista Equity Partners Management
California
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
351
Steward Partners Investment Advisory
New York
– -$784 -14 Closed
BIA
352
Bell Investment Advisors
California
– -$785 -14 Closed
TCM
353
Tradewinds Capital Management
Washington
– -$561 -10 Closed
MCM
354
MV Capital Management
Maryland
– -$505 -9 Closed
TPCW
355
TD Private Client Wealth
New York
– -$504 -9 Closed
PWA
356
Principia Wealth Advisory
Texas
– -$392 -7 Closed
MCM
357
Manchester Capital Management
Vermont
– -$281 -5 Closed
RIL
358
Rothschild Investment LLC
Illinois
– -$224 -4 Closed
CAS
359
Coppell Advisory Solutions
Texas
– -$56 -1 Closed
TFM
360
TFC Financial Management
Massachusetts
– -$57 -1 Closed
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