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SMAR

Smartsheet Inc.

Delisted

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

293 hedge funds and large institutions have $4.01B invested in Smartsheet Inc. in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $22.4M

8% more capital invested

Capital invested by funds: $3.72B → $4.01B (+$292M)

9% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 103

3% less funds holding

Funds holding: 302293 (-9)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
5.05%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
35
Increased
112
Reduced
103
Closed
43
Calls
$57.7M
Puts
$22.4M
Net Calls
+$35.2M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$45.3M +$11.8M +347,979 +36%
FAM
27
Fred Alger Management
New York
$42M -$85.9K -2,536 -0.2%
Charles Schwab
28
Charles Schwab
California
$36.1M +$1.22M +35,912 +4%
ER
29
EVR Research
Virginia
$35M +$15.4M +455,000 +81%
Swedbank
30
Swedbank
Sweden
$34.4M -$8.47M -250,000 -20%
Macquarie Group
31
Macquarie Group
Australia
$33.8M -$1.31M -38,723 -4%
Millennium Management
32
Millennium Management
New York
$33.6M -$71.3M -2,103,601 -68%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$32.9M -$157K -4,623 -0.5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$27.7M -$7.42M -218,977 -21%
Federated Hermes
35
Federated Hermes
Pennsylvania
$27.5M -$31.6M -933,600 -54%
CCM
36
Cota Capital Management
California
$23.2M
GCM
37
Glynn Capital Management
California
$21.8M
Victory Capital Management
38
Victory Capital Management
Texas
$20.8M -$1.89M -55,677 -8%
EAM
39
Eagle Asset Management
Florida
$19.9M -$331K -9,777 -2%
Northern Trust
40
Northern Trust
Illinois
$19.6M +$397K +11,719 +2%
BAMCO Inc
41
BAMCO Inc
New York
$17.7M +$17.5M +515,743 New
VEPM
42
Vista Equity Partners Management
California
$17.6M +$3.64M +107,462 +27%
WRCM
43
Whale Rock Capital Management
Massachusetts
$17.3M +$17M +502,384 New
Morgan Stanley
44
Morgan Stanley
New York
$16.5M -$7.22M -213,138 -31%
N
45
Nuveen
North Carolina
$14.2M -$6.29M -185,571 -31%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$13.8M +$67.4K +1,990 +0.5%
KHCM
47
Kettle Hill Capital Management
New York
$13.6M +$9.08M +267,974 +208%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.2M +$1.44M +42,485 +12%
WCM Investment Management
49
WCM Investment Management
California
$12.4M +$345K +10,188 +3%
GCP
50
Greenoaks Capital Partners
California
$12M

SMAR Hedge Fund Activity: Q3 2022 in Review

293 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2022, worth a combined $4.01B — up 7.9% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SMAR and 35 opened new positions — a net loss of 8 holders — while 103 trimmed existing stakes and 112 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $82.1M. The largest seller was Millennium Management, cutting an estimated $71.3M.

  • 293 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2022, down from 302 in Q2 2022.
  • Funds reported $4.01B of Smartsheet Inc. stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 35 funds opened new Smartsheet Inc. positions in Q3 2022 and 43 closed out, a net change of -8 holders.
  • The largest Smartsheet Inc. buyer in Q3 2022 was Eminence Capital, an estimated $82.1M added.
  • The largest Smartsheet Inc. seller in Q3 2022 was Millennium Management, an estimated $71.3M sold.

Based on aggregated 13F filings for Q3 2022.