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SMAR

Smartsheet Inc.

Delisted

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

233 hedge funds and large institutions have $3.14B invested in Smartsheet Inc. in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $19.1M

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

5% more funds holding

Funds holding: 221233 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

24% less capital invested

Capital invested by funds: $4.14B → $3.14B (-$992M)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
62
Increased
89
Reduced
53
Closed
49
Calls
$43.6M
Puts
$19.1M
Net Calls
+$24.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$11.9M +$15.5M +326,446 +10,243%
CLCM
52
Center Lake Capital Management
Florida
$11.3M +$714K +15,000 +5%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$10.6M -$43M -903,559 -75%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$10.4M -$204K -4,276 -1%
PGH
55
Partners Group Holding
Switzerland
$10.2M +$13.5M +283,561 New
EGM
56
Engineers Gate Manager
New York
$10.1M +$13.3M +279,485 New
KIP
57
Kayak Investment Partners
California
$9.97M -$8.45M -177,500 -39%
NOCM
58
Night Owl Capital Management
Connecticut
$9.28M +$276K +5,793 +2%
Allianz Asset Management
59
Allianz Asset Management
Germany
$8.72M -$125K -2,619 -1%
DM
60
Diker Management
New York
$8.67M -$7.31M -153,425 -39%
CGL
61
Clarius Group LLC
Washington
$8.58M -$238K -5,000 -2%
AC
62
Athanor Capital
New York
$8.17M +$10.2M +214,700 +1,789%
AQR Capital Management
63
AQR Capital Management
Connecticut
$7.67M +$9.84M +206,648 +2,367%
CC
64
Cowbird Capital
New York
$7.61M +$10.1M +211,132 New
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$7.55M +$6.4M +134,469 +179%
NIP
66
Nicholas Investment Partners
California
$7.01M +$848K +17,796 +10%
YU
67
Yale University
Connecticut
$6.93M +$9.17M +192,421 New
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$6.86M +$2.15M +45,053 +31%
PC
69
Pier Capital
Connecticut
$6.84M +$749K +15,735 +9%
AI
70
Atom Investors
Texas
$6.61M +$6.28M +131,793 +255%
FA
71
Friess Associates
Delaware
$6.25M +$26.9K +565 +0.3%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$5.95M -$122K -2,565 -2%
AAP
73
Ardsley Advisory Partners
Connecticut
$5.94M +$7.86M +165,100 New
Swiss National Bank
74
Swiss National Bank
Switzerland
$5.93M +$110K +2,300 +1%
PP
75
PDT Partners
New York
$5.86M +$1.66M +34,900 +27%

SMAR Hedge Fund Activity: Q3 2019 in Review

233 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2019, worth a combined $3.14B — down 24% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SMAR positions and 49 closed out — a net gain of 13 holders — while 89 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $154M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $500M sold.

  • 233 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2019, up from 221 in Q2 2019.
  • Funds reported $3.14B of Smartsheet Inc. stock for Q3 2019, down 24% quarter-over-quarter.
  • 62 funds opened new Smartsheet Inc. positions in Q3 2019 and 49 closed out, a net change of +13 holders.
  • The largest Smartsheet Inc. buyer in Q3 2019 was First Trust Advisors, an estimated $154M added.
  • The largest Smartsheet Inc. seller in Q3 2019 was Insight Holdings Group, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2019.