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SMAR

Smartsheet Inc.

Delisted

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

293 hedge funds and large institutions have $4.01B invested in Smartsheet Inc. in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $22.4M

8% more capital invested

Capital invested by funds: $3.72B → $4.01B (+$292M)

9% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 103

3% less funds holding

Funds holding: 302293 (-9)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
5.05%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
35
Increased
112
Reduced
103
Closed
43
Calls
$57.7M
Puts
$22.4M
Net Calls
+$35.2M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
101
Ameriprise
Minnesota
$2.53M -$147K -4,343 -6%
GEM
102
Global Endowment Management
North Carolina
$2.51M -$3.74M -110,380 -60%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$2.44M -$15.5M -458,000 -87%
Jacobs Levy Equity Management
104
Jacobs Levy Equity Management
New Jersey
$2.43M +$1.04M +30,819 +77%
Barclays
105
Barclays
United Kingdom
$2.37M +$1.65M +48,822 +242%
AG
106
Algert Global
California
$2.33M +$1.16M +34,247 +102%
Canada Pension Plan Investment Board
107
Canada Pension Plan Investment Board
Ontario, Canada
$2.28M +$1.55M +45,700 +222%
AA
108
ALPS Advisors
Colorado
$2.18M +$12.2K +359 +0.6%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.16M +$16.8K +496 +0.8%
SI
110
Sora Investors
Pennsylvania
$2.16M +$2.13M +62,812 New
JM
111
Jeneq Management
New York
$2.07M +$107K +3,160 +6%
PI
112
PEAK6 Investments
Illinois
$2.04M -$477K -14,066 -19%
RC
113
Resonate Capital
California
$1.98M -$3.37M -99,487 -63%
CL
114
CPWM LLC
Washington
$1.95M -$7.62K -225 -0.4%
MFAM
115
Motley Fool Asset Management
Virginia
$1.86M -$88.4K -2,610 -5%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$1.85M +$23.4K +690 +1%
FWIA
117
Fort Washington Investment Advisors
Ohio
$1.82M -$220K -6,490 -11%
Rafferty Asset Management
118
Rafferty Asset Management
New York
$1.79M +$700K +20,657 +66%
WEO
119
William E. Oberndorf
$1.77M
Marshall Wace
120
Marshall Wace
United Kingdom
$1.73M -$23.8M -703,651 -93%
ACM
121
Alamar Capital Management
California
$1.72M -$181K -5,336 -10%
WCM
122
Westerly Capital Management
California
$1.72M +$678K +20,000 +67%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$1.71M -$8.13K -240 -0.5%
HighTower Advisors
124
HighTower Advisors
Illinois
$1.66M -$719K -21,231 -31%
CIS
125
Capital International Sarl
California
$1.64M +$141K +4,151 +10%

SMAR Hedge Fund Activity: Q3 2022 in Review

293 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2022, worth a combined $4.01B — up 7.9% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SMAR and 35 opened new positions — a net loss of 8 holders — while 103 trimmed existing stakes and 112 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $82.1M. The largest seller was Millennium Management, cutting an estimated $71.3M.

  • 293 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2022, down from 302 in Q2 2022.
  • Funds reported $4.01B of Smartsheet Inc. stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 35 funds opened new Smartsheet Inc. positions in Q3 2022 and 43 closed out, a net change of -8 holders.
  • The largest Smartsheet Inc. buyer in Q3 2022 was Eminence Capital, an estimated $82.1M added.
  • The largest Smartsheet Inc. seller in Q3 2022 was Millennium Management, an estimated $71.3M sold.

Based on aggregated 13F filings for Q3 2022.