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SMAR

Smartsheet Inc.

Delisted

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

359 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 99

17% more capital invested

Capital invested by funds: $7.57B → $8.83B (+$1.27B)

12% more funds holding

Funds holding: 320359 (+39)

10% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $72.3M

Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
32
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
JAMH
51
Junson Asset Management (HK)
Hong Kong
$35.2M +$31.8M +454,741 New
AIM
52
Artemis Investment Management
United Kingdom
$35.2M +$2.33M +33,421 +8%
Loomis, Sayles & Company
53
Loomis, Sayles & Company
Massachusetts
$33.7M -$312K -4,470 -1%
William Blair & Company
54
William Blair & Company
Illinois
$32.1M +$287K +4,109 +1%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$31.9M +$5.22M +74,733 +22%
VEPM
56
Vista Equity Partners Management
California
$31.2M -$4.16M -59,551 -13%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$31M +$1.61K +23 +0%
DFO
58
Duquesne Family Office
New York
$30.2M +$22.7M +325,302 +503%
EAM
59
Eagle Asset Management
Florida
$29.9M +$15.2M +217,064 +134%
CI Investments Inc
60
CI Investments Inc
Ontario, Canada
$29.5M -$8.22M -117,650 -24%
LP
61
LMR Partners
United Kingdom
$29M +$22.7M +325,000 +650%
Tiger Global Management
62
Tiger Global Management
New York
$27.9M
GCP
63
Greenoaks Capital Partners
California
$25.9M +$16.7M +239,369 +252%
Marshall Wace
64
Marshall Wace
United Kingdom
$25.7M +$22.9M +328,382 +8,472%
ACM
65
Ashford Capital Management
Delaware
$25.4M -$373K -5,340 -2%
WEO
66
William E. Oberndorf
$25.2M
CMG
67
Cavalry Management Group
California
$24.8M -$7.5M -107,319 -25%
KIP
68
Kayak Investment Partners
California
$24.4M -$30.4M -435,122 -58%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$23.9M -$3.51M -50,188 -14%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$23.7M -$152K -2,177 -0.7%
HAM
71
Honeycomb Asset Management
New York
$23.2M +$2.44M +35,000 +13%
Swiss National Bank
72
Swiss National Bank
Switzerland
$20.3M
JCM
73
Junto Capital Management
New York
$18.8M -$7.86M -112,516 -32%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$18.3M -$575K -8,229 -3%
WCM Investment Management
75
WCM Investment Management
California
$17.9M +$4.8M +68,758 +42%

SMAR Hedge Fund Activity: Q4 2021 in Review

359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2021, worth a combined $8.83B — up 17% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 32 closed out — a net gain of 42 holders — while 139 added to existing stakes and 99 trimmed.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $203M. The largest seller was AllianceBernstein, cutting an estimated $60.4M.

  • 359 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $8.83B of Smartsheet Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2021 and 32 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2021 was North Peak Capital Management, an estimated $203M added.
  • The largest Smartsheet Inc. seller in Q4 2021 was AllianceBernstein, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2021.