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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
BTI
401
Blue Trust Inc
Georgia
$793 +$873 +18 New
IAIM
402
International Assets Investment Management
Florida
$576 +$1.52M +31,311 +5,436%
TCM
403
Tradewinds Capital Management
Washington
$554 +$194 +4 +67%
RS
404
Rakuten Securities
Japan
$554 +$485 +10 New
MCM
405
MV Capital Management
Maryland
$499
MIM
406
Macroview Investment Management
Maryland
$443
BMC
407
Bear Mountain Capital
Washington
$392
MCM
408
Manchester Capital Management
Vermont
$277
RIL
409
Rothschild Investment LLC
Illinois
$221 +$194 +4 New
TFM
410
TFC Financial Management
Massachusetts
$56
CAS
411
Coppell Advisory Solutions
Texas
$55 +$48 +1 New
NPCM
412
North Peak Capital Management
New York
-$149M -3,385,459 Closed
DCM
413
Dorsal Capital Management
California
-$127M -2,875,000 Closed
Jacobs Levy Equity Management
414
Jacobs Levy Equity Management
New Jersey
-$81.1M -1,839,530 Closed
Westfield Capital Management
415
Westfield Capital Management
Massachusetts
-$62.6M -1,421,010 Closed
Alkeon Capital Management
416
Alkeon Capital Management
New York
-$36.8M -835,628 Closed
CCM
417
Cadian Capital Management
New York
-$36.2M -821,750 Closed
CSS
418
Cubist Systematic Strategies
Connecticut
-$34.1M -704,043 Closed
EC
419
Engaged Capital
California
-$29.6M -671,496 Closed
CFM
420
Coronation Fund Managers
South Africa
-$22M -499,889 Closed
Artisan Partners
421
Artisan Partners
Wisconsin
-$21.9M -497,610 Closed
EAM
422
Eagle Asset Management
Florida
-$20.6M -463,878 Closed
Alyeska Investment Group
423
Alyeska Investment Group
Illinois
-$18.9M -429,055 Closed
SCM
424
Scopia Capital Management
New York
-$17.3M -391,633 Closed
Qube Research & Technologies (QRT)
425
Qube Research & Technologies (QRT)
United Kingdom
-$16.6M -376,476 Closed

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.