We are live on ! Find out more
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
MWNA
101
Marshall Wace North America
New York
$5.51M +$2.85M +38,764 +94%
Jacobs Levy Equity Management
102
Jacobs Levy Equity Management
New Jersey
$5.48M -$1.1M -14,981 -16%
PP
103
PDT Partners
New York
$5.39M -$892K -12,132 -13%
MFAM
104
Motley Fool Asset Management
Virginia
$5.36M -$93.7K -1,275 -2%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$5.31M +$3.92M +53,306 +238%
PPA
106
Parametric Portfolio Associates
Washington
$5.25M -$1.55M -21,130 -22%
OSIA
107
O'Shares Investment Advisers
Massachusetts
$5.14M +$5.49M +74,623 New
ECM
108
ExodusPoint Capital Management
New York
$5.12M +$4.43M +60,259 +425%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$5.12M +$4.7M +63,966 +610%
LSCM
110
Light Street Capital Management
California
$5.06M -$73.5K -1,000 -1%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$4.84M +$36.3K +494 +0.7%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.62M -$111K -1,508 -2%
CL
113
CPWM LLC
Washington
$4.54M -$735K -10,000 -13%
DFO
114
Duquesne Family Office
New York
$4.45M -$31.6M -430,376 -87%
HighTower Advisors
115
HighTower Advisors
Illinois
$4.36M +$4.4M +59,853 +1,714%
Ameriprise
116
Ameriprise
Minnesota
$4.1M +$823K +11,200 +23%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$3.89M +$1.34M +18,162 +47%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$3.7M -$682K -9,275 -15%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$3.65M +$789K +10,732 +25%
Wells Fargo
120
Wells Fargo
California
$3.48M +$1.44M +19,599 +63%
LP
121
LMR Partners
United Kingdom
$3.44M -$11M -150,000 -75%
PI
122
PEAK6 Investments
Illinois
$3.42M +$1.72M +23,351 +89%
ISL
123
Ingalls & Snyder LLC
New York
$3.3M -$41.8K -568 -1%
BWFA
124
Baltimore-Washington Financial Advisors
Maryland
$3.14M +$3.35M +45,598 New
AQR Capital Management
125
AQR Capital Management
Connecticut
$3.13M +$3.01M +40,982 +917%

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.