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SMAR

Smartsheet Inc.

Delisted

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

166 hedge funds and large institutions have $2.47B invested in Smartsheet Inc. in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 54 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 19

143% more funds holding in top 10

Funds holding in top 10: 717 (+10)

135% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 23

93% more capital invested

Capital invested by funds: $1.28B → $2.47B (+$1.19B)

80% more call options, than puts

Call options by funds: $31.1M | Put options by funds: $17.3M

46% more funds holding

Funds holding: 114166 (+52)

Holders
166
Holders Change
+52
Holders Change %
+45.61%
% of All Funds
3.59%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.37%
New
71
Increased
54
Reduced
23
Closed
19
Calls
$31.1M
Puts
$17.3M
Net Calls
+$13.8M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
101
Invesco
Georgia
$841K +$712K +20,607 New
N
102
Nuveen
North Carolina
$806K +$683K +19,749 New
BAM
103
Blueshift Asset Management
New Jersey
$786K +$666K +19,270 New
IR
104
Invictus RG
Bermuda
$773K +$655K +18,948 New
FCH
105
Freestone Capital Holdings
Washington
$747K
BCM
106
Bayesian Capital Management
New York
$743K +$630K +18,220 New
Jane Street
107
Jane Street
New York
$732K +$621K +17,953 New
QT
108
Quantbot Technologies
New York
$717K +$444K +12,831 +269%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$689K +$584K +16,890 New
TMC
110
Trellus Management Company
Florida
$612K +$519K +15,000 New
Wolverine Trading
111
Wolverine Trading
Illinois
$602K +$510K +14,765 New
MWNA
112
Marshall Wace North America
New York
$569K +$395K +11,416 +452%
IFWM
113
Institute for Wealth Management
Colorado
$502K
Neuberger Berman Group
114
Neuberger Berman Group
New York
$497K +$421K +12,187 New
TI
115
Trexquant Investment
Connecticut
$487K +$413K +11,943 New
CS
116
Credit Suisse
Switzerland
$463K +$392K +11,336 New
BM
117
Brandywine Managers
Delaware
$461K -$83K -2,400 -18%
WCA
118
Whetstone Capital Advisors
Kansas
$454K
PI
119
PEAK6 Investments
Illinois
$444K +$376K +10,873 New
LCG
120
Lisanti Capital Growth
New York
$441K +$374K +10,805 New
GCA
121
Gideon Capital Advisors
New York
$381K +$323K +9,339 New
Creative Planning
122
Creative Planning
Kansas
$369K
UBS Group
123
UBS Group
Switzerland
$361K -$171K -4,949 -36%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$361K -$84K -2,429 -22%
Dimensional Fund Advisors
125
Dimensional Fund Advisors
Texas
$361K +$306K +8,859 New

SMAR Hedge Fund Activity: Q1 2019 in Review

166 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2019, worth a combined $2.47B — up 93% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SMAR positions and 19 closed out — a net gain of 52 holders — while 54 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $180M. The largest seller was Insight Holdings Group, cutting an estimated $415M.

  • 166 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2019, up from 114 in Q4 2018.
  • Funds reported $2.47B of Smartsheet Inc. stock for Q1 2019, up 93% quarter-over-quarter.
  • 71 funds opened new Smartsheet Inc. positions in Q1 2019 and 19 closed out, a net change of +52 holders.
  • The largest Smartsheet Inc. buyer in Q1 2019 was Morgan Stanley, an estimated $180M added.
  • The largest Smartsheet Inc. seller in Q1 2019 was Insight Holdings Group, an estimated $415M sold.

Based on aggregated 13F filings for Q1 2019.