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SMAR

Smartsheet Inc.
SMAR

Delisted

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

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319 hedge funds and large institutions have $7.95B invested in Smartsheet Inc. in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

121% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $26.9M

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

15% more funds holding

Funds holding: 278 → 319 (+41)

13% more capital invested

Capital invested by funds: $7.06B → $7.95B (+$893M)

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
76
Increased
133
Reduced
70
Closed
32
Calls
$59.5M
Puts
$26.9M
Net Calls
+$32.5M
Net Calls Change
+$12.2M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$92.8M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$86.6M
3
FAM
Fred Alger Management
New York
+$74M
4
Goldman Sachs
Goldman Sachs
New York
+$67M
5
DCM
Dorsal Capital Management
California
+$62.4M

Top Sellers

Rank Fund Capital Flow
1
WRCM
Whale Rock Capital Management
Massachusetts
-$229M
2
ACA
Abdiel Capital Advisors
New York
-$195M
3
First Trust Advisors
First Trust Advisors
Illinois
-$116M
4
DIG
Dragoneer Investment Group
California
-$89.6M
5
JCAM
Jericho Capital Asset Management
New York
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$31.4M +$2.25M +36,121 +9%
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$30.9M +$1.05M +16,836 +4%
AIM
53
Artemis Investment Management
United Kingdom
$30.1M +$1.05M +16,756 +4%
JCM
54
Junto Capital Management
New York
$30M +$1.38M +22,164 +6%
William Blair & Company
55
William Blair & Company
Illinois
$29.3M +$2.44M +39,090 +11%
VEPM
56
Vista Equity Partners Management
California
$29.2M +$25.2M +403,123 New
Neuberger Berman Group
57
Neuberger Berman Group
New York
$29M +$5.67M +90,840 +29%
Westfield Capital Management
58
Westfield Capital Management
Massachusetts
$27.8M +$24M +384,603 New
Tiger Global Management
59
Tiger Global Management
New York
$26M – – –
SRFM
60
Shannon River Fund Management
New York
$25.8M +$22.3M +357,283 New
Jennison Associates
61
Jennison Associates
New York
$24.8M +$293K +4,689 +1%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$24.7M -$12.5M -199,754 -37%
ACM
63
Ashford Capital Management
Delaware
$23.8M -$38.7K -620 -0.2%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$23.5M +$3.78M +60,524 +23%
WEO
65
William E. Oberndorf
$23.5M – – –
Millennium Management
66
Millennium Management
New York
$21.8M +$15M +240,745 +393%
Swiss National Bank
67
Swiss National Bank
Switzerland
$18.5M +$499K +8,000 +3%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$17.8M +$15.3M +245,440 New
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$17.6M +$352K +5,647 +2%
ACM
70
Alight Capital Management
New York
$17.4M +$15M +240,000 New
Mackenzie Financial
71
Mackenzie Financial
Ontario, Canada
$16.5M +$4.32M +69,216 +43%
EVM
72
Eaton Vance Management
Massachusetts
$16.5M -$117K -1,882 -0.8%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$15.5M +$1.33M +21,258 +11%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$15.1M +$396K +6,351 +3%
Allianz Asset Management
75
Allianz Asset Management
Germany
$15M +$1.79M +28,641 +16%
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SMAR Hedge Fund Activity: Q2 2021 in Review

319 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2021, worth a combined $7.95B — up 13% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMAR positions and 32 closed out — a net gain of 44 holders — while 133 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $229M sold.

  • 319 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $7.95B of Smartsheet Inc. stock for Q2 2021, up 13% quarter-over-quarter.
  • 76 funds opened new Smartsheet Inc. positions in Q2 2021 and 32 closed out, a net change of +44 holders.
  • The largest Smartsheet Inc. buyer in Q2 2021 was JP Morgan Chase, an estimated $92.8M added.
  • The largest Smartsheet Inc. seller in Q2 2021 was Whale Rock Capital Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2021.