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SMAR

Smartsheet Inc.

Delisted

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

78 hedge funds and large institutions have $1.35B invested in Smartsheet Inc. in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1.11B → $1.35B (+$239M)

20% more funds holding

Funds holding: 6578 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
19
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$254K -$30.8K -1,155 -12%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$246K +$210K +7,864 New
Verition Fund Management
53
Verition Fund Management
Connecticut
$225K +$192K +7,192 New
PAA
54
Peregrine Asset Advisers
Oregon
$216K +$184K +6,896 New
UBS Group
55
UBS Group
Switzerland
$169K +$106K +3,971 +279%
Victory Capital Management
56
Victory Capital Management
Texas
$143K +$122K +4,572 New
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$115K +$98.2K +3,685 New
CMBA
58
C.M. Bidwell & Associates
Hawaii
$109K +$93.3K +3,500 New
TAM
59
Tiverton Asset Management
Delaware
$106K +$90.6K +3,400 New
RCAG
60
Rehmann Capital Advisory Group
Michigan
$57.3K +$48.9K +1,834 New
Wells Fargo
61
Wells Fargo
California
$46K +$16.4K +614 +72%
FCM
62
Flinton Capital Management
Pennsylvania
$35K +$29.9K +1,122 New
TDC
63
Thompson Davis & Co
Virginia
$34K +$12.7K +475 +79%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$34K +$26.5K +993 +993%
Citigroup
65
Citigroup
New York
$33K -$2.37K -89 -8%
Deutsche Bank
66
Deutsche Bank
Germany
$31K +$26.6K +1,000 New
TAM
67
Tyers Asset Management
Texas
$29K +$24.6K +924 New
NA
68
Neuburgh Advisers
California
$23K +$19.3K +726 New
QT
69
Quantbot Technologies
New York
$22K +$19.3K +724 New
CI
70
CAZ Investments
Texas
$19K -$16K -600 -50%
MCIM
71
Meadow Creek Investment Management
Georgia
$16K +$14.1K +528 New
APA
72
American Portfolios Advisors
New York
$9.85K
FHA
73
Flagship Harbor Advisors
Massachusetts
$7K
AG
74
Advisor Group
Arizona
$6K +$5.06K +190 New
CCA
75
Catalyst Capital Advisors
New York
$5K +$1.07K +40 +33%

SMAR Hedge Fund Activity: Q3 2018 in Review

78 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2018, worth a combined $1.35B — up 21% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMAR positions and 17 closed out — a net gain of 13 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $27.6M. The largest seller was Capital World Investors, cutting an estimated $19.7M.

  • 78 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2018, up from 65 in Q2 2018.
  • Funds reported $1.35B of Smartsheet Inc. stock for Q3 2018, up 21% quarter-over-quarter.
  • 30 funds opened new Smartsheet Inc. positions in Q3 2018 and 17 closed out, a net change of +13 holders.
  • The largest Smartsheet Inc. buyer in Q3 2018 was Capital International Investors, an estimated $27.6M added.
  • The largest Smartsheet Inc. seller in Q3 2018 was Capital World Investors, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2018.