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SMAR

Smartsheet Inc.

Delisted

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

359 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 99

17% more capital invested

Capital invested by funds: $7.57B → $8.83B (+$1.27B)

12% more funds holding

Funds holding: 320359 (+39)

10% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $72.3M

Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
32
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$84.9M -$5.43M -77,752 -7%
Invesco
27
Invesco
Georgia
$79.9M -$551K -7,881 -0.8%
Capital International Investors
28
Capital International Investors
California
$76.4M -$37.7M -539,331 -35%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$75.7M -$1.19M -17,050 -2%
Charles Schwab
30
Charles Schwab
California
$75.5M +$1.86M +26,653 +3%
ACH
31
ArrowMark Colorado Holdings
Colorado
$65.5M
Jennison Associates
32
Jennison Associates
New York
$63.3M -$1.63M -23,395 -3%
Swedbank
33
Swedbank
Sweden
$62.3M +$2.41M +34,501 +5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$58.6M +$2.19M +31,326 +4%
First Trust Advisors
35
First Trust Advisors
Illinois
$57.6M -$4.12M -59,027 -7%
Victory Capital Management
36
Victory Capital Management
Texas
$55M -$4.24M -60,669 -8%
Westfield Capital Management
37
Westfield Capital Management
Massachusetts
$54.9M +$10.7M +153,305 +28%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$54M +$48.7M +697,601 New
Macquarie Group
39
Macquarie Group
Australia
$52.8M +$9.31M +133,266 +24%
EAM
40
Eventide Asset Management
Massachusetts
$52.5M +$969K +13,869 +2%
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$48.7M +$9.51M +136,100 +28%
CCM
42
Cota Capital Management
California
$48.5M +$8.14M +116,591 +23%
TCP
43
ThornTree Capital Partners
Massachusetts
$47.6M +$8.41M +120,370 +24%
FWIA
44
Fort Washington Investment Advisors
Ohio
$44.7M +$8.03M +114,907 +25%
Northern Trust
45
Northern Trust
Illinois
$43.4M -$1.65M -23,672 -4%
KC
46
Keenan Capital
California
$43.4M
N
47
Nuveen
North Carolina
$42.2M -$2.68M -38,324 -7%
Morgan Stanley
48
Morgan Stanley
New York
$40.8M +$4.14M +59,234 +13%
CGI
49
Calixto Global Investors
Florida
$37.8M +$1.06M +15,134 +3%
GCM
50
Glynn Capital Management
California
$37.2M -$23.2M -332,396 -41%

SMAR Hedge Fund Activity: Q4 2021 in Review

359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2021, worth a combined $8.83B — up 17% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 32 closed out — a net gain of 42 holders — while 139 added to existing stakes and 99 trimmed.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $203M. The largest seller was AllianceBernstein, cutting an estimated $60.4M.

  • 359 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $8.83B of Smartsheet Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2021 and 32 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2021 was North Peak Capital Management, an estimated $203M added.
  • The largest Smartsheet Inc. seller in Q4 2021 was AllianceBernstein, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2021.