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SMAR

Smartsheet Inc.

Delisted

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

320 hedge funds and large institutions have $7.57B invested in Smartsheet Inc. in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

12% more call options, than puts

Call options by funds: $53M | Put options by funds: $47.2M

0% more funds holding

Funds holding: 319320 (+1)

5% less capital invested

Capital invested by funds: $7.95B → $7.57B (-$386M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
5.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
46
Increased
121
Reduced
96
Closed
41
Calls
$53M
Puts
$47.2M
Net Calls
+$5.75M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VEPM
51
Vista Equity Partners Management
California
$31.8M +$4.31M +58,684 +15%
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$30.3M +$900K +12,243 +3%
CMG
53
Cavalry Management Group
California
$29.4M +$31.4M +427,093 New
AIM
54
Artemis Investment Management
United Kingdom
$29M +$415K +5,639 +1%
William Blair & Company
55
William Blair & Company
Illinois
$28.3M +$393K +5,352 +1%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$27.5M -$9.64M -131,169 -25%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$25M -$2.64M -35,902 -9%
Tiger Global Management
58
Tiger Global Management
New York
$24.8M
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$24.7M -$5.52M -75,102 -17%
JCM
60
Junto Capital Management
New York
$24.4M -$4.33M -58,923 -14%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$23.2M -$309K -4,197 -1%
ACM
62
Ashford Capital Management
Delaware
$22.9M +$265K +3,600 +1%
WEO
63
William E. Oberndorf
$22.4M
Bank of Nova Scotia
64
Bank of Nova Scotia
Ontario, Canada
$22M -$9.4M -127,899 -29%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$21.2M -$1.21M -16,489 -5%
ACP
66
Atalan Capital Partners
New York
$20.6M +$22.1M +300,000 New
SRFM
67
Shannon River Fund Management
New York
$19.8M -$5.1M -69,300 -19%
HAM
68
Honeycomb Asset Management
New York
$18.2M +$19.5M +265,000 New
Swiss National Bank
69
Swiss National Bank
Switzerland
$18M +$404K +5,500 +2%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$16.8M +$64.4K +876 +0.4%
EVM
71
Eaton Vance Management
Massachusetts
$15.7M +$27.9K +380 +0.2%
Mackenzie Financial
72
Mackenzie Financial
Ontario, Canada
$15.5M -$213K -2,899 -1%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$15.5M +$723K +9,827 +5%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$14.5M +$101K +1,374 +0.7%
MAM
75
Melqart Asset Management
United Kingdom
$12.9M +$5.8M +78,900 +73%

SMAR Hedge Fund Activity: Q3 2021 in Review

320 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2021, worth a combined $7.57B — down 4.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SMAR positions and 41 closed out — a net gain of 5 holders — while 121 added to existing stakes and 96 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $89M. The largest seller was Champlain Investment Partners, cutting an estimated $75.2M.

  • 320 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $7.57B of Smartsheet Inc. stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 46 funds opened new Smartsheet Inc. positions in Q3 2021 and 41 closed out, a net change of +5 holders.
  • The largest Smartsheet Inc. buyer in Q3 2021 was Fred Alger Management, an estimated $89M added.
  • The largest Smartsheet Inc. seller in Q3 2021 was Champlain Investment Partners, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2021.