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SMAR

Smartsheet Inc.

Delisted

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

278 hedge funds and large institutions have $7.06B invested in Smartsheet Inc. in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $48M | Put options by funds: $27.7M

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

7% less capital invested

Capital invested by funds: $7.55B → $7.06B (-$495M)

12% less funds holding

Funds holding: 315278 (-37)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 72

Holders
278
Holders Change
-37
Holders Change %
-11.75%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
37
Increased
118
Reduced
89
Closed
72
Calls
$48M
Puts
$27.7M
Net Calls
+$20.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NAMA
51
Nikko Asset Management Americas
New York
$26.9M +$6.5M +92,960 +28%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$26.9M +$6.5M +92,960 +28%
Loomis, Sayles & Company
53
Loomis, Sayles & Company
Massachusetts
$26.2M +$5.08M +72,662 +21%
AIM
54
Artemis Investment Management
United Kingdom
$25.5M -$9.96M -142,362 -26%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$25.5M +$19.1M +273,107 +218%
JCM
56
Junto Capital Management
New York
$25.1M -$217K -3,105 -0.8%
William Blair & Company
57
William Blair & Company
Illinois
$23.4M +$990K +14,152 +4%
Tiger Global Management
58
Tiger Global Management
New York
$23M
DKCM
59
Davidson Kempner Capital Management
New York
$21.8M +$23.9M +341,800 New
Jennison Associates
60
Jennison Associates
New York
$21.6M +$3.77M +53,855 +19%
ACM
61
Ashford Capital Management
Delaware
$21.1M +$133K +1,905 +0.6%
WEO
62
William E. Oberndorf
$20.8M
Neuberger Berman Group
63
Neuberger Berman Group
New York
$19.7M +$6.35M +90,787 +41%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$16.9M +$1.78M +25,491 +11%
Swiss National Bank
65
Swiss National Bank
Switzerland
$15.9M +$301K +4,300 +2%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$15.2M -$601K -8,590 -3%
EVM
67
Eaton Vance Management
Massachusetts
$14.7M +$125K +1,784 +0.8%
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
$14.7M -$1.67M -23,841 -9%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$13M +$115K +1,644 +0.8%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$12.4M -$11.3M -161,595 -45%
CGL
71
Clarius Group LLC
Washington
$12M -$1.72M -24,609 -12%
AAP
72
Ardsley Advisory Partners
Connecticut
$11.9M +$13M +186,000 New
CII
73
Capital International Inc
California
$11.8M -$1.38M -19,720 -10%
Allianz Asset Management
74
Allianz Asset Management
Germany
$11.4M +$1.98M +28,315 +19%
SEI Investments
75
SEI Investments
Pennsylvania
$11.1M +$47.4K +678 +0.4%

SMAR Hedge Fund Activity: Q1 2021 in Review

278 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2021, worth a combined $7.06B — down 6.5% from $7.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMAR and 37 opened new positions — a net loss of 35 holders — while 89 trimmed existing stakes and 118 added.

The largest buyer was Dorsey Asset Management, adding an estimated $100M. The largest seller was 12 West Capital Management, cutting an estimated $149M.

  • 278 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2021, down from 315 in Q4 2020.
  • Funds reported $7.06B of Smartsheet Inc. stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 37 funds opened new Smartsheet Inc. positions in Q1 2021 and 72 closed out, a net change of -35 holders.
  • The largest Smartsheet Inc. buyer in Q1 2021 was Dorsey Asset Management, an estimated $100M added.
  • The largest Smartsheet Inc. seller in Q1 2021 was 12 West Capital Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.