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SMAR

Smartsheet Inc.

Delisted

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

322 hedge funds and large institutions have $6.25B invested in Smartsheet Inc. in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

10% less funds holding

Funds holding: 359322 (-37)

19% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $36.5M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

29% less capital invested

Capital invested by funds: $8.83B → $6.25B (-$2.58B)

46% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 74

Holders
322
Holders Change
-37
Holders Change %
-10.31%
% of All Funds
5.08%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
40
Increased
129
Reduced
107
Closed
74
Calls
$29.4M
Puts
$36.5M
Net Calls
-$7.04M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
26
ArrowMark Colorado Holdings
Colorado
$69.9M +$24.6M +430,248 +51%
Norges Bank
27
Norges Bank
Norway
$68M -$2.9M -50,748 -4%
Swedbank
28
Swedbank
Sweden
$64.1M +$21.7M +380,000 +48%
KC
29
Keenan Capital
California
$60.3M +$30.9M +540,363 +96%
Charles Schwab
30
Charles Schwab
California
$55.1M +$1.8M +31,554 +3%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$54.3M +$780K +13,655 +1%
DFO
32
Duquesne Family Office
New York
$52.7M +$32.7M +571,711 +147%
Jennison Associates
33
Jennison Associates
New York
$51.7M +$7.17M +125,517 +15%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$48.2M +$9.71M +170,067 +24%
Victory Capital Management
35
Victory Capital Management
Texas
$44.8M +$6.34M +111,091 +16%
First Trust Advisors
36
First Trust Advisors
Illinois
$42M +$1.3M +22,723 +3%
JM
37
Jeneq Management
New York
$38.8M +$40.5M +708,606 New
EAM
38
Eventide Asset Management
Massachusetts
$38.2M +$1.09M +19,000 +3%
FWIA
39
Fort Washington Investment Advisors
Ohio
$37.2M +$5.82M +101,931 +18%
CCM
40
Cota Capital Management
California
$36.9M +$2.7M +47,187 +8%
Marshall Wace
41
Marshall Wace
United Kingdom
$36.5M +$19M +333,302 +100%
CGI
42
Calixto Global Investors
Florida
$35.8M +$9.51M +166,484 +34%
VEPM
43
Vista Equity Partners Management
California
$35.7M +$14.2M +248,800 +62%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$33.7M -$8.01M -140,317 -19%
N
45
Nuveen
North Carolina
$31.2M +$2.47M +43,226 +8%
GCM
46
Glynn Capital Management
California
$31.2M +$5.07M +88,727 +18%
Northern Trust
47
Northern Trust
Illinois
$30.7M +$28.4K +498 +0.1%
Morgan Stanley
48
Morgan Stanley
New York
$30M +$1.21M +21,211 +4%
JAMH
49
Junson Asset Management (HK)
Hong Kong
$28.8M +$4.1M +71,800 +16%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$26.8M +$4.35M +76,181 +18%

SMAR Hedge Fund Activity: Q1 2022 in Review

322 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2022, worth a combined $6.25B — down 29% from $8.83B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SMAR and 40 opened new positions — a net loss of 34 holders — while 107 trimmed existing stakes and 129 added.

The largest buyer was Capital World Investors, adding an estimated $88.1M. The largest seller was Foxhaven Asset Management, exiting entirely with an estimated $189M sold.

  • 322 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $6.25B of Smartsheet Inc. stock for Q1 2022, down 29% quarter-over-quarter.
  • 40 funds opened new Smartsheet Inc. positions in Q1 2022 and 74 closed out, a net change of -34 holders.
  • The largest Smartsheet Inc. buyer in Q1 2022 was Capital World Investors, an estimated $88.1M added.
  • The largest Smartsheet Inc. seller in Q1 2022 was Foxhaven Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2022.