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SMAR

Smartsheet Inc.

Delisted

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

322 hedge funds and large institutions have $6.25B invested in Smartsheet Inc. in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

10% less funds holding

Funds holding: 359322 (-37)

19% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $36.5M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

29% less capital invested

Capital invested by funds: $8.83B → $6.25B (-$2.58B)

46% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 74

Holders
322
Holders Change
-37
Holders Change %
-10.31%
% of All Funds
5.08%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
40
Increased
129
Reduced
107
Closed
74
Calls
$29.4M
Puts
$36.5M
Net Calls
-$7.04M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Eagle Asset Management
Florida
$26.4M +$5.86M +102,554 +27%
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$24.6M +$815K +14,262 +3%
William Blair & Company
53
William Blair & Company
Illinois
$22.6M -$105K -1,846 -0.4%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$22M +$104K +1,824 +0.5%
TCP
55
ThornTree Capital Partners
Massachusetts
$20.8M -$13.4M -235,127 -38%
Holocene Advisors
56
Holocene Advisors
New York
$19.3M +$20.1M +352,746 New
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$19.1M -$20M -349,425 -50%
ACM
58
Ashford Capital Management
Delaware
$17.8M -$113K -1,970 -0.6%
WCM Investment Management
59
WCM Investment Management
California
$16M +$3.43M +60,090 +26%
NCL
60
Nishkama Capital LLC
Puerto Rico
$15.5M +$8.87M +155,280 +122%
Swiss National Bank
61
Swiss National Bank
Switzerland
$15.5M +$1.22M +21,400 +8%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$15.3M +$12.6M +221,173 +386%
CI Investments Inc
63
CI Investments Inc
Ontario, Canada
$14.1M -$7.08M -124,000 -33%
EVM
64
Eaton Vance Management
Massachusetts
$13.9M +$1.43M +25,099 +11%
CGL
65
Clarius Group LLC
Washington
$13.4M
GCP
66
Greenoaks Capital Partners
California
$13.1M -$5.39M -94,369 -28%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$12.5M -$407K -7,134 -3%
WHP
68
Washington Harbour Partners
Virginia
$12.1M +$12.6M +220,000 New
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$12M +$8.48M +148,526 +209%
Dimensional Fund Advisors
70
Dimensional Fund Advisors
Texas
$10.9M +$729K +12,771 +7%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$10.8M -$6.69M -117,118 -37%
UBS AM
72
UBS AM
Illinois
$10.4M +$628K +11,000 +6%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$9.82M +$9.4M +164,500 +1,110%
HLC
74
Hunt Lane Capital
New York
$9.31M +$9.71M +170,000 New
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$9.22M -$7.88M -138,000 -45%

SMAR Hedge Fund Activity: Q1 2022 in Review

322 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2022, worth a combined $6.25B — down 29% from $8.83B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SMAR and 40 opened new positions — a net loss of 34 holders — while 107 trimmed existing stakes and 129 added.

The largest buyer was Capital World Investors, adding an estimated $88.1M. The largest seller was Foxhaven Asset Management, exiting entirely with an estimated $189M sold.

  • 322 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $6.25B of Smartsheet Inc. stock for Q1 2022, down 29% quarter-over-quarter.
  • 40 funds opened new Smartsheet Inc. positions in Q1 2022 and 74 closed out, a net change of -34 holders.
  • The largest Smartsheet Inc. buyer in Q1 2022 was Capital World Investors, an estimated $88.1M added.
  • The largest Smartsheet Inc. seller in Q1 2022 was Foxhaven Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2022.