We are live on ! Find out more
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
IIM
126
Ironwood Investment Management
Massachusetts
$357K +$303K +8,759 New
EAM
127
Evanson Asset Management
California
$351K
AC
128
Athanor Capital
New York
$349K +$296K +8,550 New
Wells Fargo
129
Wells Fargo
California
$300K +$9.68K +280 +4%
TAM
130
Tiverton Asset Management
Delaware
$271K +$2.83K +82 +1%
GCP
131
GSA Capital Partners
United Kingdom
$256K +$217K +6,274 New
NIT
132
NumerixS Investment Technologies
British Columbia, Canada
$256K +$221K +6,400 New
FFG
133
Frisch Financial Group
New York
$251K +$213K +6,161 New
VF
134
Virtu Financial
New York
$248K +$210K +6,077 New
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$245K +$208K +6,006 New
PCTC
136
Perkins Coie Trust Company
Washington
$238K
Baird Financial Group
137
Baird Financial Group
Wisconsin
$233K +$197K +5,700 New
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$212K +$38.4K +1,110 +27%
SG Americas Securities
139
SG Americas Securities
New York
$209K +$177K +5,125 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$209K +$177K +5,130 New
Walleye Capital
141
Walleye Capital
New York
$131K +$111K +3,200 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$127K -$105K -3,044 -49%
TRCT
143
Tower Research Capital (TRC)
New York
$125K +$105K +3,045 New
Victory Capital Management
144
Victory Capital Management
Texas
$119K -$32.2K -932 -24%
Barclays
145
Barclays
United Kingdom
$114K -$83.3K -2,408 -46%
FCM
146
Flinton Capital Management
Pennsylvania
$90K +$2.35K +68 +3%
TAM
147
Tyers Asset Management
Texas
$74K +$1.94K +56 +3%
CMBA
148
C.M. Bidwell & Associates
Hawaii
$61K
NA
149
Neuburgh Advisers
California
$58K +$1.52K +44 +3%
CI
150
CAZ Investments
Texas
$49K

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.