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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
RF
376
Robinswood Financial
Washington
$11.1K +$9.7K +200 New
GXJ
377
Global X Japan
Japan
$10.9K -$3.3K -68 -26%
CA
378
Clearstead Advisors
Ohio
$10.6K
QCG
379
Quadrant Capital Group
Ohio
$7.86K
PWMG
380
Private Wealth Management Group
New Jersey
$6.31K
SWM
381
Spire Wealth Management
Virginia
$5.54K
HI
382
Harbour Investments
Wisconsin
$5.42K +$4.75K +98 New
HIIFS
383
Harel Insurance Investments & Financial Services
Israel
$5K -$517K -10,669 -99%
GRP
384
Global Retirement Partners
California
$4.43K
PFBT
385
Parkside Financial Bank & Trust
Missouri
$4.15K +$291 +6 +9%
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$3.6K +$1.26K +26 +67%
EWA
387
EverSource Wealth Advisors
Alabama
$3.54K -$8.68K -179 -74%
FAM
388
Fred Alger Management
New York
$3.49K -$4.78M -98,539 -100%
SPIA
389
Steward Partners Investment Advisory
New York
$2.82K -$3K -62 -55%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.77K
WWM
391
Wolff Wiese Magana
California
$2.66K +$2.33K +48 New
FCM
392
Fourpath Capital Management
Oklahoma
$2.6K +$2.28K +47 New
S
393
Sachetta
Massachusetts
$2.1K +$1.16K +24 +171%
BWL
394
Bogart Wealth LLC
Virginia
$1.88K
CFO
395
CVA Family Office
Colorado
$1.5K
BIA
396
Bell Investment Advisors
California
$1.44K
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$1.33K
AF
398
Allworth Financial
California
$1.11K +$145 +3 +18%
WPA
399
West Paces Advisors
Georgia
$1.11K
CAL
400
Capital Advisors Ltd
Ohio
$1K

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.