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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
SGCM
76
Sand Grove Capital Management
United Kingdom
$15.8M +$13.9M +286,305 New
WIC
77
Water Island Capital
New York
$15.7M +$13.7M +283,478 New
WCM Investment Management
78
WCM Investment Management
California
$15.6M -$6.85M -141,350 -33%
UBS AM
79
UBS AM
Illinois
$15.5M -$1.24M -25,487 -8%
KC
80
Kryger Capital
United Kingdom
$15.2M +$13.3M +275,000 New
NAM
81
Nexpoint Asset Management
Texas
$14.9M +$13M +268,520 New
Macquarie Group
82
Macquarie Group
Australia
$14.7M +$1.04M +21,401 +9%
Deutsche Bank
83
Deutsche Bank
Germany
$14.5M -$5.62K -116 -0%
Swiss National Bank
84
Swiss National Bank
Switzerland
$14.2M
SEI Investments
85
SEI Investments
Pennsylvania
$13M +$6.47M +133,374 +130%
AA
86
AQR Arbitrage
Connecticut
$12.5M +$10.9M +225,607 New
California Public Employees Retirement System
87
California Public Employees Retirement System
California
$12.5M +$666K +13,749 +6%
Mirae Asset Global ETFs Holdings
88
Mirae Asset Global ETFs Holdings
Hong Kong
$12.2M +$4.85M +100,081 +84%
CM
89
Capula Management
Cayman Islands
$12M +$10.5M +217,000 New
Tudor Investment Corp
90
Tudor Investment Corp
Connecticut
$11.6M +$7.47M +154,135 +281%
Victory Capital Management
91
Victory Capital Management
Texas
$11.6M -$1.36M -28,090 -12%
PAM
92
Panagora Asset Management
Massachusetts
$11.2M -$13.5M -279,464 -58%
HIM
93
HGC Investment Management
Ontario, Canada
$11.1M +$9.7M +200,000 New
GL
94
Governors Lane
New York
$10.8M +$9.41M +194,200 New
Hudson Bay Capital Management
95
Hudson Bay Capital Management
Connecticut
$10.6M +$9.32M +192,293 New
QOP
96
Quinn Opportunity Partners
Virginia
$10.6M +$9.28M +191,494 New
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$10.4M -$399K -8,224 -4%
UBS Group
98
UBS Group
Switzerland
$10.1M -$1.56M -32,137 -15%
Arrowstreet Capital
99
Arrowstreet Capital
Massachusetts
$10.1M -$3.17M -65,325 -26%
Nordea Investment Management
100
Nordea Investment Management
Sweden
$9.82M -$411K -8,480 -5%

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.