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SMAR

Smartsheet Inc.

Delisted

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

302 hedge funds and large institutions have $3.72B invested in Smartsheet Inc. in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 89 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $86.9M | Put options by funds: $20.8M

42% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 89

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

6% less funds holding

Funds holding: 322302 (-20)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

41% less capital invested

Capital invested by funds: $6.25B → $3.72B (-$2.53B)

Holders
302
Holders Change
-20
Holders Change %
-6.21%
% of All Funds
5.09%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.3%
New
45
Increased
126
Reduced
89
Closed
61
Calls
$86.9M
Puts
$20.8M
Net Calls
+$66.1M
Net Calls Change
+$73.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Fred Alger Management
New York
$38.5M -$25.1M -606,314 -33%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$32.2M +$16.9M +408,092 +66%
Macquarie Group
28
Macquarie Group
Australia
$32.1M +$1.83M +44,198 +5%
Charles Schwab
29
Charles Schwab
California
$31.9M +$404K +9,741 +1%
Westfield Capital Management
30
Westfield Capital Management
Massachusetts
$30.5M +$3.75M +90,388 +10%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$30.2M -$1.27M -30,577 -3%
SSA
32
Schonfeld Strategic Advisors
New York
$29.3M +$38.7M +932,972 New
Capital Research Global Investors
33
Capital Research Global Investors
California
$26M -$27.1M -652,974 -44%
Bank of Nova Scotia
34
Bank of Nova Scotia
Ontario, Canada
$24.6M +$23.3M +562,421 +256%
Marshall Wace
35
Marshall Wace
United Kingdom
$23.7M +$3.67M +88,545 +13%
Two Sigma Investments
36
Two Sigma Investments
New York
$22.6M +$25.8M +621,920 +644%
Morgan Stanley
37
Morgan Stanley
New York
$21.8M +$6.03M +145,556 +27%
CCM
38
Cota Capital Management
California
$21.2M
Victory Capital Management
39
Victory Capital Management
Texas
$20.8M -$6.6M -159,177 -19%
GCM
40
Glynn Capital Management
California
$19.9M +$2.68M +64,704 +11%
First Trust Advisors
41
First Trust Advisors
Illinois
$19.7M -$5.75M -138,753 -18%
N
42
Nuveen
North Carolina
$18.8M +$466K +11,234 +2%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$18.8M +$22.5M +543,062 +978%
EAM
44
Eagle Asset Management
Florida
$18.5M +$4.37M +105,489 +22%
TCP
45
ThornTree Capital Partners
Massachusetts
$18.1M +$8.2M +197,878 +52%
ER
46
EVR Research
Virginia
$17.8M +$23.4M +565,000 New
Northern Trust
47
Northern Trust
Illinois
$17.5M -$137K -3,301 -0.6%
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$16.6M +$21.9M +528,603 +133,149%
JAMH
49
Junson Asset Management (HK)
Hong Kong
$16M -$754K -18,203 -3%
VEPM
50
Vista Equity Partners Management
California
$12.7M -$10.2M -246,213 -38%

SMAR Hedge Fund Activity: Q2 2022 in Review

302 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2022, worth a combined $3.72B — down 41% from $6.25B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of SMAR and 45 opened new positions — a net loss of 16 holders — while 89 trimmed existing stakes and 126 added.

The largest buyer was Millennium Management, adding an estimated $60.3M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $99.7M sold.

  • 302 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2022, down from 322 in Q1 2022.
  • Funds reported $3.72B of Smartsheet Inc. stock for Q2 2022, down 41% quarter-over-quarter.
  • 45 funds opened new Smartsheet Inc. positions in Q2 2022 and 61 closed out, a net change of -16 holders.
  • The largest Smartsheet Inc. buyer in Q2 2022 was Millennium Management, an estimated $60.3M added.
  • The largest Smartsheet Inc. seller in Q2 2022 was Champlain Investment Partners, an estimated $99.7M sold.

Based on aggregated 13F filings for Q2 2022.