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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
UBS AM
76
UBS AM
Illinois
$12.3M +$86.7K +1,179 +0.7%
CGL
77
Clarius Group LLC
Washington
$12.2M -$546K -7,426 -4%
Squarepoint
78
Squarepoint
New York
$12.1M +$1.39M +18,918 +12%
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$11.9M +$1.01M +13,794 +9%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$11.8M +$9.79M +133,193 +344%
MCM
81
Makena Capital Management
California
$11.3M +$12.1M +164,116 New
EAM
82
Eagle Asset Management
Florida
$11.2M -$31.8K -433 -0.3%
WCM Investment Management
83
WCM Investment Management
California
$11.2M +$11.9M +162,370 New
Canada Life
84
Canada Life
Manitoba, Canada
$11.1M -$662K -9,001 -5%
Bank of America
85
Bank of America
North Carolina
$11M -$1.78M -24,145 -13%
CII
86
Capital International Inc
California
$10.6M -$1.57M -21,346 -12%
NIP
87
Nicholas Investment Partners
California
$10M +$346K +4,705 +3%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$8.73M -$164K -2,231 -2%
CI
89
Capital International
California
$8.47M -$584K -7,943 -6%
LCG
90
Luxor Capital Group
New York
$8.34M -$1.99M -27,000 -18%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$8.29M -$69.6K -947 -0.8%
Legal & General Group
92
Legal & General Group
United Kingdom
$7.65M +$1.89M +25,703 +30%
CS
93
Credit Suisse
Switzerland
$7.46M +$353K +4,806 +5%
Connor, Clark & Lunn Investment Management (CC&L)
94
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.28M +$7.78M +105,840 New
SEI Investments
95
SEI Investments
Pennsylvania
$7.12M -$3.81M -51,812 -33%
ACM
96
Alight Capital Management
New York
$6.88M -$10.3M -140,000 -58%
GCP
97
Greenoaks Capital Partners
California
$6.54M +$951K +12,934 +16%
TGCMU
98
Titan Global Capital Management USA
New York
$6.42M +$459K +6,243 +7%
CSS
99
Cubist Systematic Strategies
Connecticut
$6.27M -$1.41M -19,176 -17%
Calamos Advisors
100
Calamos Advisors
Illinois
$6.12M +$6.53M +88,852 New

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.