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SMAR

Smartsheet Inc.

Delisted

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

278 hedge funds and large institutions have $7.06B invested in Smartsheet Inc. in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $48M | Put options by funds: $27.7M

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

7% less capital invested

Capital invested by funds: $7.55B → $7.06B (-$495M)

12% less funds holding

Funds holding: 315278 (-37)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 72

Holders
278
Holders Change
-37
Holders Change %
-11.75%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
37
Increased
118
Reduced
89
Closed
72
Calls
$48M
Puts
$27.7M
Net Calls
+$20.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$69.2M +$6.06M +86,577 +9%
FAM
27
Fred Alger Management
New York
$65.4M -$35.4M -505,504 -33%
Swedbank
28
Swedbank
Sweden
$61M +$66.8M +955,000 New
Invesco
29
Invesco
Georgia
$61M +$7.65M +109,281 +13%
PCH
30
Polar Capital Holdings
United Kingdom
$55M +$60.2M +860,413 New
TCG
31
Tremblant Capital Group
Florida
$53.7M -$1.85M -26,416 -3%
Charles Schwab
32
Charles Schwab
California
$53.2M +$2.14M +30,611 +4%
GCM
33
Glynn Capital Management
California
$50.4M -$5.36M -76,652 -9%
TCP
34
ThornTree Capital Partners
Massachusetts
$50.1M +$8.88M +126,850 +19%
CRCM
35
Cat Rock Capital Management
Connecticut
$49.6M +$12.9M +184,000 +31%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$49.5M +$572K +8,179 +1%
Artisan Partners
37
Artisan Partners
Wisconsin
$48.2M +$16.8M +239,621 +47%
Federated Hermes
38
Federated Hermes
Pennsylvania
$46.4M +$1.8M +25,707 +4%
KIP
39
Kayak Investment Partners
California
$42.5M -$1.46M -20,800 -3%
KC
40
Keenan Capital
California
$42.2M
N
41
Nuveen
North Carolina
$39.2M +$509K +7,270 +1%
CS
42
Credit Suisse
Switzerland
$38.5M +$33.5M +478,347 +388%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$37M -$30.2M -432,143 -43%
Northern Trust
44
Northern Trust
Illinois
$36.9M +$809K +11,567 +2%
Goldman Sachs
45
Goldman Sachs
New York
$35.8M +$24.9M +356,480 +175%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$34.6M -$1.31M -18,733 -3%
WRF
47
Waddell & Reed Financial
Kansas
$34.6M -$388K -5,550 -1%
CCM
48
Cota Capital Management
California
$28.6M +$1.07M +15,286 +4%
EAM
49
Eventide Asset Management
Massachusetts
$27.9M
CGI
50
Calixto Global Investors
Florida
$27.3M +$6.77M +96,778 +29%

SMAR Hedge Fund Activity: Q1 2021 in Review

278 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2021, worth a combined $7.06B — down 6.5% from $7.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMAR and 37 opened new positions — a net loss of 35 holders — while 89 trimmed existing stakes and 118 added.

The largest buyer was Dorsey Asset Management, adding an estimated $100M. The largest seller was 12 West Capital Management, cutting an estimated $149M.

  • 278 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2021, down from 315 in Q4 2020.
  • Funds reported $7.06B of Smartsheet Inc. stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 37 funds opened new Smartsheet Inc. positions in Q1 2021 and 72 closed out, a net change of -35 holders.
  • The largest Smartsheet Inc. buyer in Q1 2021 was Dorsey Asset Management, an estimated $100M added.
  • The largest Smartsheet Inc. seller in Q1 2021 was 12 West Capital Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.