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SMAR

Smartsheet Inc.

Delisted

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

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: 1214 (+2)

15% more funds holding

Funds holding: 278319 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LP
76
LMR Partners
United Kingdom
$14.5M +$12.5M +200,000 New
CGL
77
Clarius Group LLC
Washington
$13.4M -$198K -3,179 -2%
Bank of America
78
Bank of America
North Carolina
$13.3M +$5.54M +88,780 +94%
UBS AM
79
UBS AM
Illinois
$12.8M +$590K +9,461 +6%
CII
80
Capital International Inc
California
$12.7M -$595K -9,541 -5%
Canada Life
81
Canada Life
Manitoba, Canada
$12.2M +$7.99K +128 +0.1%
EAM
82
Eagle Asset Management
Florida
$11.8M -$211K -3,373 -2%
Dimensional Fund Advisors
83
Dimensional Fund Advisors
Texas
$11.6M +$3.5M +56,054 +54%
Squarepoint
84
Squarepoint
New York
$11.3M +$6.96M +111,529 +246%
SEI Investments
85
SEI Investments
Pennsylvania
$11.2M -$1.04M -16,724 -10%
LCG
86
Luxor Capital Group
New York
$10.7M +$3.84M +61,500 +71%
NIP
87
Nicholas Investment Partners
California
$10.2M +$2.25M +36,061 +34%
HF
88
HRT Financial
New York
$9.5M +$8.2M +131,369 New
CI
89
Capital International
California
$9.48M +$94.5K +1,515 +1%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$9.34M +$70.5K +1,130 +0.9%
SSA
91
Schonfeld Strategic Advisors
New York
$9.05M +$7.81M +125,100 New
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$8.78M -$20.3K -325 -0.3%
CSS
93
Cubist Systematic Strategies
Connecticut
$7.97M +$2.88M +46,070 +72%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$7.96M +$6.87M +110,091 New
MAM
95
Melqart Asset Management
United Kingdom
$7.81M +$6.74M +108,000 New
CS
96
Credit Suisse
Switzerland
$7.64M -$31.1M -498,267 -83%
DKCM
97
Davidson Kempner Capital Management
New York
$7.36M -$15M -239,983 -70%
BCP
98
Bluegrass Capital Partners
Florida
$7.23M
PPA
99
Parametric Portfolio Associates
Washington
$7.04M +$1.2M +19,244 +25%
Jacobs Levy Equity Management
100
Jacobs Levy Equity Management
New Jersey
$6.84M -$4.2M -67,365 -42%

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.