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SMAR

Smartsheet Inc.

Delisted

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

411 hedge funds and large institutions have $7.18B invested in Smartsheet Inc. in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

31% more capital invested

Capital invested by funds: $5.49B → $7.18B (+$1.68B)

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

4% more funds holding

Funds holding: 395411 (+16)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

1% more call options, than puts

Call options by funds: $144M | Put options by funds: $142M

Holders
411
Holders Change
+16
Holders Change %
+4.05%
% of All Funds
5.9%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.39%
New
109
Increased
134
Reduced
126
Closed
90
Calls
$144M
Puts
$142M
Net Calls
+$1.92M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
51
Granahan Investment Management
Massachusetts
$33.3M -$17.2M -354,831 -37%
RC
52
RGM Capital
Florida
$31.6M -$80.1M -1,653,048 -74%
WP
53
Woodline Partners
California
$31.5M +$27.6M +569,828 New
DKCM
54
Davidson Kempner Capital Management
New York
$30.4M +$26.7M +550,000 New
Barclays
55
Barclays
United Kingdom
$29.8M +$17.3M +356,624 +197%
GT
56
Glenmede Trust
Pennsylvania
$29.4M +$21.2M +437,371 +464%
N
57
Nuveen
North Carolina
$28.9M +$6.49M +133,878 +35%
AAM
58
Alpine Associates Management
Florida
$28M +$24.5M +506,300 New
UOC
59
UBS O'Connor
Illinois
$27.7M +$23.2M +477,584 +2,131%
Bank of America
60
Bank of America
North Carolina
$26.7M -$5.94M -122,545 -20%
KC
61
Keenan Capital
California
$26M -$23.5M -484,433 -51%
WCMNY
62
Westchester Capital Management (New York)
New York
$24.8M +$21.7M +447,469 New
HSBC Holdings
63
HSBC Holdings
United Kingdom
$24.1M +$19.5M +402,924 +1,235%
SSA
64
Schonfeld Strategic Advisors
New York
$22.5M +$14.5M +298,996 +277%
Swedbank
65
Swedbank
Sweden
$22.4M -$28.8M -593,117 -59%
Norges Bank
66
Norges Bank
Norway
$21.3M +$4.52M +93,243 +32%
Citadel Advisors
67
Citadel Advisors
Florida
$20.6M +$5.3M +109,321 +42%
RAM
68
Readystate Asset Management
Illinois
$20M +$17.5M +360,500 New
IG
69
ING Group
Netherlands
$19.3M +$11.7M +240,800 +224%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$18.4M +$12.5M +257,764 +348%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$18M +$4.47M +92,277 +40%
Verition Fund Management
72
Verition Fund Management
Connecticut
$17.8M +$14.4M +296,314 +1,149%
MAM
73
Melqart Asset Management
United Kingdom
$17.7M +$15.5M +320,013 New
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$17.2M -$2.31M -47,600 -13%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$17M +$10.4M +215,315 +235%

SMAR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2024, worth a combined $7.18B — up 31% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SMAR positions and 90 closed out — a net gain of 19 holders — while 134 added to existing stakes and 126 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $332M. The largest seller was Capital World Investors, cutting an estimated $239M.

  • 411 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $7.18B of Smartsheet Inc. stock for Q3 2024, up 31% quarter-over-quarter.
  • 109 funds opened new Smartsheet Inc. positions in Q3 2024 and 90 closed out, a net change of +19 holders.
  • The largest Smartsheet Inc. buyer in Q3 2024 was Pentwater Capital Management, an estimated $332M added.
  • The largest Smartsheet Inc. seller in Q3 2024 was Capital World Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2024.