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SMAR

Smartsheet Inc.

Delisted

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

322 hedge funds and large institutions have $6.25B invested in Smartsheet Inc. in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

10% less funds holding

Funds holding: 359322 (-37)

19% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $36.5M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

29% less capital invested

Capital invested by funds: $8.83B → $6.25B (-$2.58B)

46% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 74

Holders
322
Holders Change
-37
Holders Change %
-10.31%
% of All Funds
5.08%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
40
Increased
129
Reduced
107
Closed
74
Calls
$29.4M
Puts
$36.5M
Net Calls
-$7.04M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
101
General Atlantic
New York
$4.54M
Capital Fund Management (CFM)
102
Capital Fund Management (CFM)
France
$4.33M +$125K +2,191 +3%
Ameriprise
103
Ameriprise
Minnesota
$4.32M +$1.19M +20,870 +36%
Invesco
104
Invesco
Georgia
$4.28M -$54.5M -953,698 -92%
PP
105
PDT Partners
New York
$4.27M +$1.71M +29,902 +62%
PPA
106
Parametric Portfolio Associates
Washington
$4.23M -$1.21M -21,194 -22%
WCM
107
Westerly Capital Management
California
$4.11M
SG Americas Securities
108
SG Americas Securities
New York
$3.86M +$3.36M +58,833 +503%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$3.85M
Jacobs Levy Equity Management
110
Jacobs Levy Equity Management
New Jersey
$3.84M +$71.3K +1,248 +2%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$3.65M -$182K -3,187 -5%
CSS
112
Cubist Systematic Strategies
Connecticut
$3.63M -$3.05M -53,353 -45%
AMC
113
AKKR Management Company
California
$3.58M -$2.17M -37,923 -37%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.46M -$128K -2,246 -3%
EGM
115
Engineers Gate Manager
New York
$3.44M +$3.36M +58,901 +1,480%
MFAM
116
Motley Fool Asset Management
Virginia
$3.4M -$683K -11,960 -16%
OSIA
117
O'Shares Investment Advisers
Massachusetts
$3.33M +$71.3K +1,249 +2%
CI
118
Capital International
California
$3.31M
VOYA Investment Management
119
VOYA Investment Management
Georgia
$3.23M -$66.8K -1,169 -2%
CL
120
CPWM LLC
Washington
$3.16M -$474K -8,299 -13%
Squarepoint
121
Squarepoint
New York
$3.12M +$2.29M +40,026 +236%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$3.04M -$3.52M -61,631 -53%
CII
123
Capital International Inc
California
$2.9M -$1.36M -23,888 -31%
WEO
124
William E. Oberndorf
$2.83M -$15.6M -273,318 -84%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$2.67M +$148K +2,592 +6%

SMAR Hedge Fund Activity: Q1 2022 in Review

322 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2022, worth a combined $6.25B — down 29% from $8.83B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SMAR and 40 opened new positions — a net loss of 34 holders — while 107 trimmed existing stakes and 129 added.

The largest buyer was Capital World Investors, adding an estimated $88.1M. The largest seller was Foxhaven Asset Management, exiting entirely with an estimated $189M sold.

  • 322 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $6.25B of Smartsheet Inc. stock for Q1 2022, down 29% quarter-over-quarter.
  • 40 funds opened new Smartsheet Inc. positions in Q1 2022 and 74 closed out, a net change of -34 holders.
  • The largest Smartsheet Inc. buyer in Q1 2022 was Capital World Investors, an estimated $88.1M added.
  • The largest Smartsheet Inc. seller in Q1 2022 was Foxhaven Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2022.