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SMAR

Smartsheet Inc.
SMAR

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 359 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 367 → 7 (-360)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 359

100% less funds holding in top 10

Funds holding in top 10: 35 → 0 (-35)

100% less capital invested

Capital invested by funds: $7.78B → $323K (-$7.78B)

Holders
7
Holders Change
-360
Holders Change %
-98.09%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
359
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$73.8K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.19K

Top Sellers

Rank Fund Capital Flow
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
HI
HBK Investments
Texas
-$385M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
351
CVA Family Office
Colorado
– -$1.51K -27 Closed
CAL
352
Capital Advisors Ltd
Ohio
– -$1K -26 Closed
WPA
353
West Paces Advisors
Georgia
– -$1.12K -20 Closed
HCP
354
Hexagon Capital Partners
Arkansas
– -$1.01K -18 Closed
MCM
355
MAI Capital Management
Ohio
– -$1.01K -18 Closed
CFGS
356
Concourse Financial Group Securities
Alabama
– -$959 -17 Closed
BIA
357
Bell Investment Advisors
California
– -$785 -14 Closed
SPIA
358
Steward Partners Investment Advisory
New York
– -$784 -14 Closed
TCM
359
Tradewinds Capital Management
Washington
– -$561 -10 Closed
MCM
360
MV Capital Management
Maryland
– -$505 -9 Closed
TPCW
361
TD Private Client Wealth
New York
– -$504 -9 Closed
PWA
362
Principia Wealth Advisory
Texas
– -$392 -7 Closed
MCM
363
Manchester Capital Management
Vermont
– -$281 -5 Closed
RIL
364
Rothschild Investment LLC
Illinois
– -$224 -4 Closed
CAS
365
Coppell Advisory Solutions
Texas
– -$56 -1 Closed
TFM
366
TFC Financial Management
Massachusetts
– -$57 -1 Closed
11 12 13 14
15

SMAR Hedge Fund Activity: Q1 2025 in Review

7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2025, worth a combined $323K — down 100% from $7.78B a quarter earlier.

Sellers outnumbered buyers: 359 funds closed out of SMAR and 1 opened new positions — a net loss of 358 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $73.8K. The largest seller was Vanguard Group, exiting entirely with an estimated $798M sold.

  • 7 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2025, down from 367 in Q4 2024.
  • Funds reported $323K of Smartsheet Inc. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Smartsheet Inc. positions in Q1 2025 and 359 closed out, a net change of -358 holders.
  • The largest Smartsheet Inc. buyer in Q1 2025 was IFP Advisors, an estimated $73.8K added.
  • The largest Smartsheet Inc. seller in Q1 2025 was Vanguard Group, an estimated $798M sold.

Based on aggregated 13F filings for Q1 2025.