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SMAR

Smartsheet Inc.

Delisted

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

233 hedge funds and large institutions have $3.14B invested in Smartsheet Inc. in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $19.1M

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

5% more funds holding

Funds holding: 221233 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

24% less capital invested

Capital invested by funds: $4.14B → $3.14B (-$992M)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
62
Increased
89
Reduced
53
Closed
49
Calls
$43.6M
Puts
$19.1M
Net Calls
+$24.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$27.9M +$16.8M +352,550 +84%
TCP
27
ThornTree Capital Partners
Massachusetts
$27.7M +$17.1M +358,200 +87%
Capital International Investors
28
Capital International Investors
California
$27.6M
Coatue Management
29
Coatue Management
New York
$26.2M -$63.2M -1,326,294 -65%
Ameriprise
30
Ameriprise
Minnesota
$25.3M +$23.6M +495,277 +239%
Federated Hermes
31
Federated Hermes
Pennsylvania
$25.2M
Norges Bank
32
Norges Bank
Norway
$25.2M +$26.2M +549,941 +367%
N
33
Nuveen
North Carolina
$24.5M +$11.9M +248,797 +58%
WRF
34
Waddell & Reed Financial
Kansas
$23.7M +$7.36M +154,566 +31%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$22M -$19.3M -405,700 -40%
TCG
36
Tremblant Capital Group
Florida
$20.9M +$27.6M +580,027 New
Franklin Resources
37
Franklin Resources
California
$20M +$15.6M +327,600 +144%
LPC
38
Lone Pine Capital
Connecticut
$18.2M +$24.1M +506,100 New
DKCM
39
Davidson Kempner Capital Management
New York
$17.5M -$10.7M -224,965 -32%
PWAM
40
Park West Asset Management
California
$16.6M +$5.29M +111,000 +32%
ECM
41
Engle Capital Management
Connecticut
$16.2M -$2.38M -50,000 -10%
Renaissance Technologies
42
Renaissance Technologies
New York
$15.7M -$9M -188,900 -30%
Northern Trust
43
Northern Trust
Illinois
$15M +$14.3M +299,753 +259%
HCM
44
Hitchwood Capital Management
New York
$14.4M -$28.6M -600,000 -60%
Westfield Capital Management
45
Westfield Capital Management
Massachusetts
$14.4M +$8.68M +182,311 +84%
AP
46
AlpInvest Partners
Netherlands
$14.4M +$11.6M +242,543 +156%
DFO
47
Duquesne Family Office
New York
$13.9M +$16.7M +349,770 +952%
Charles Schwab
48
Charles Schwab
California
$12.5M +$15M +315,102 +956%
William Blair & Company
49
William Blair & Company
Illinois
$12.4M -$27.6M -579,119 -63%
PC
50
PointState Capital
New York
$12.3M -$6.59M -138,294 -29%

SMAR Hedge Fund Activity: Q3 2019 in Review

233 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2019, worth a combined $3.14B — down 24% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SMAR positions and 49 closed out — a net gain of 13 holders — while 89 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $154M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $500M sold.

  • 233 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2019, up from 221 in Q2 2019.
  • Funds reported $3.14B of Smartsheet Inc. stock for Q3 2019, down 24% quarter-over-quarter.
  • 62 funds opened new Smartsheet Inc. positions in Q3 2019 and 49 closed out, a net change of +13 holders.
  • The largest Smartsheet Inc. buyer in Q3 2019 was First Trust Advisors, an estimated $154M added.
  • The largest Smartsheet Inc. seller in Q3 2019 was Insight Holdings Group, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2019.