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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
Group One Trading
476
Group One Trading
Illinois
-$376K -7,751 Closed
Holocene Advisors
477
Holocene Advisors
New York
-$321K -7,286 Closed
NRD
478
Nebula Research & Development
New York
-$316K -7,163 Closed
I
479
InceptionR
California
-$303K -6,883 Closed
FC
480
FORA Capital
Florida
-$298K -6,750 Closed
CC
481
Corton Capital
Ontario, Canada
-$293K -6,640 Closed
Wellington Management Group
482
Wellington Management Group
Massachusetts
-$291K -6,596 Closed
WI
483
WrapManager Inc
California
-$275K -6,242 Closed
PA
484
Procyon Advisors
Connecticut
-$227K -5,144 Closed
JSL
485
JT Stratford LLC
Georgia
-$211K -4,779 Closed
DM
486
Deerfield Management
New York
-$205K -4,640 Closed
NC
487
nVerses Capital
Florida
-$159K -3,600 Closed
MWA
488
Moser Wealth Advisors
Washington
-$157K -3,565 Closed
MIFH
489
Migdal Insurance & Financial Holdings
Israel
-$148K -3,400 Closed
GC
490
Globeflex Capital
California
-$115K -2,600 Closed
PAS
491
Point72 Asia (Singapore)
Singapore
-$92.1K -2,089 Closed
CMBA
492
C.M. Bidwell & Associates
Hawaii
-$84K -1,905 Closed
UB
493
UMB Bank
Missouri
-$35K -795 Closed
PH
494
Pinnacle Holdings
Oklahoma
-$22.1K -501 Closed
Pacer Advisors
495
Pacer Advisors
Pennsylvania
-$14.5K -328 Closed
Parallax Volatility Advisers
496
Parallax Volatility Advisers
California
-$13.7K -282 Closed
SWA
497
SOA Wealth Advisors
New York
-$10.6K -240 Closed
Mercer Global Advisors
498
Mercer Global Advisors
Colorado
-$255K -234 Closed
PLU
499
Performa Ltd (US)
South Carolina
-$8.82K -200 Closed
IC
500
Innealta Capital
Texas
-$1.54K -35 Closed

SMAR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,966 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.