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SMAR

Smartsheet Inc.

Delisted

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

319 hedge funds and large institutions have $7.95B invested in Smartsheet Inc. in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

121% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $26.9M

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more funds holding

Funds holding: 278319 (+41)

13% more capital invested

Capital invested by funds: $7.06B → $7.95B (+$893M)

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
76
Increased
133
Reduced
70
Closed
32
Calls
$59.5M
Puts
$26.9M
Net Calls
+$32.5M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
26
Dorsal Capital Management
California
$72.3M +$62.4M +1,000,000 New
Swedbank
27
Swedbank
Sweden
$68.7M -$312K -5,000 -0.5%
TCG
28
Tremblant Capital Group
Florida
$68.4M +$6.55M +105,031 +12%
First Trust Advisors
29
First Trust Advisors
Illinois
$67.4M -$116M -1,854,017 -67%
GCM
30
Glynn Capital Management
California
$65M +$6.91M +110,773 +14%
Charles Schwab
31
Charles Schwab
California
$62.8M +$2.18M +34,959 +4%
ACH
32
ArrowMark Colorado Holdings
Colorado
$61.5M +$53.1M +850,496 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$56.9M +$786K +12,597 +2%
Artisan Partners
34
Artisan Partners
Wisconsin
$54.5M +$12.8K +205 +0%
Federated Hermes
35
Federated Hermes
Pennsylvania
$51.9M -$523K -8,385 -1%
EAM
36
Eventide Asset Management
Massachusetts
$50.3M +$16.2M +259,131 +59%
N
37
Nuveen
North Carolina
$50M +$4.88M +78,238 +13%
KC
38
Keenan Capital
California
$47.7M
KIP
39
Kayak Investment Partners
California
$47.3M -$715K -11,462 -2%
TCP
40
ThornTree Capital Partners
Massachusetts
$44.6M -$10.4M -166,421 -21%
DIG
41
Dragoneer Investment Group
California
$44.2M -$89.6M -1,435,534 -70%
Northern Trust
42
Northern Trust
Illinois
$42.1M +$344K +5,518 +1%
Macquarie Group
43
Macquarie Group
Australia
$39.2M +$33.6M +538,445 +16,986%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$38.4M -$2.95M -47,302 -8%
CCM
45
Cota Capital Management
California
$36.9M +$3.91M +62,731 +14%
DFO
46
Duquesne Family Office
New York
$35.8M +$30.9M +495,085 New
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$35.4M +$16.3M +260,811 +114%
FWIA
48
Fort Washington Investment Advisors
Ohio
$34.3M +$29.6M +474,539 New
CGI
49
Calixto Global Investors
Florida
$32.7M +$1.62M +25,913 +6%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$32.4M +$27.6M +441,676 +6,815%

SMAR Hedge Fund Activity: Q2 2021 in Review

319 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2021, worth a combined $7.95B — up 13% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMAR positions and 32 closed out — a net gain of 44 holders — while 133 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $229M sold.

  • 319 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $7.95B of Smartsheet Inc. stock for Q2 2021, up 13% quarter-over-quarter.
  • 76 funds opened new Smartsheet Inc. positions in Q2 2021 and 32 closed out, a net change of +44 holders.
  • The largest Smartsheet Inc. buyer in Q2 2021 was JP Morgan Chase, an estimated $92.8M added.
  • The largest Smartsheet Inc. seller in Q2 2021 was Whale Rock Capital Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2021.