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SMAR

Smartsheet Inc.

Delisted

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

411 hedge funds and large institutions have $7.18B invested in Smartsheet Inc. in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

31% more capital invested

Capital invested by funds: $5.49B → $7.18B (+$1.68B)

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

4% more funds holding

Funds holding: 395411 (+16)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

1% more call options, than puts

Call options by funds: $144M | Put options by funds: $142M

Holders
411
Holders Change
+16
Holders Change %
+4.05%
% of All Funds
5.9%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.39%
New
109
Increased
134
Reduced
126
Closed
90
Calls
$144M
Puts
$142M
Net Calls
+$1.92M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FTCM
26
First Trust Capital Management
Illinois
$68M +$59.5M +1,227,931 New
Capital Research Global Investors
27
Capital Research Global Investors
California
$63.8M -$14M -288,532 -20%
Goldman Sachs
28
Goldman Sachs
New York
$63.7M +$40.1M +828,208 +257%
First Trust Advisors
29
First Trust Advisors
Illinois
$62.5M +$3.44M +70,892 +7%
Federated Hermes
30
Federated Hermes
Pennsylvania
$56.5M -$6.48M -133,714 -12%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$56.3M +$9M +185,567 +22%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$52.3M -$985K -20,324 -2%
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$49.2M +$4.65M +95,976 +12%
TCM
34
Tensile Capital Management
California
$48.7M -$9.03M -186,360 -17%
PMAM
35
Picton Mahoney Asset Management
Ontario, Canada
$47.4M +$41.5M +856,741 New
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$46.3M +$10.3M +211,632 +34%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$45.6M -$16.5M -339,419 -29%
Citigroup
38
Citigroup
New York
$45.6M +$38.5M +794,779 +2,767%
ER
39
EVR Research
Virginia
$44.3M +$485K +10,000 +1%
ClearBridge Investments
40
ClearBridge Investments
New York
$44M -$11.4M -235,687 -23%
Renaissance Technologies
41
Renaissance Technologies
New York
$43.6M -$1.62M -33,395 -4%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$41.4M +$32.4M +668,862 +842%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$40.9M +$23.4M +482,057 +187%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$39.5M -$3.59M -73,994 -9%
PAMP
45
Polar Asset Management Partners
Ontario, Canada
$39M +$34.2M +705,000 New
Man Group
46
Man Group
United Kingdom
$38.1M +$13.4M +275,543 +67%
TCG
47
Tremblant Capital Group
Florida
$37.5M -$887K -18,294 -3%
KLCMU
48
Kite Lake Capital Management (UK)
United Kingdom
$36.5M +$32M +660,000 New
Northern Trust
49
Northern Trust
Illinois
$35.5M -$316K -6,525 -1%
FBCM
50
Fort Baker Capital Management
California
$34.1M +$29.9M +616,585 New

SMAR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2024, worth a combined $7.18B — up 31% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SMAR positions and 90 closed out — a net gain of 19 holders — while 134 added to existing stakes and 126 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $332M. The largest seller was Capital World Investors, cutting an estimated $239M.

  • 411 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $7.18B of Smartsheet Inc. stock for Q3 2024, up 31% quarter-over-quarter.
  • 109 funds opened new Smartsheet Inc. positions in Q3 2024 and 90 closed out, a net change of +19 holders.
  • The largest Smartsheet Inc. buyer in Q3 2024 was Pentwater Capital Management, an estimated $332M added.
  • The largest Smartsheet Inc. seller in Q3 2024 was Capital World Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2024.