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SMAR

Smartsheet Inc.

Delisted

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

233 hedge funds and large institutions have $3.14B invested in Smartsheet Inc. in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $19.1M

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

5% more funds holding

Funds holding: 221233 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

24% less capital invested

Capital invested by funds: $4.14B → $3.14B (-$992M)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
62
Increased
89
Reduced
53
Closed
49
Calls
$43.6M
Puts
$19.1M
Net Calls
+$24.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
126
Verition Fund Management
Connecticut
$1.41M +$1.66M +34,768 +820%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$1.39M +$1.23M +25,742 +202%
SEI Investments
128
SEI Investments
Pennsylvania
$1.3M -$710K -14,910 -29%
SEC
129
Seven Eight Capital
New York
$1.28M +$1.04M +21,865 +160%
ACM
130
AlphaCrest Capital Management
New York
$1.2M +$1.59M +33,400 New
Two Sigma Investments
131
Two Sigma Investments
New York
$1.19M -$15.6M -327,316 -91%
Wells Fargo
132
Wells Fargo
California
$1.06M +$462K +9,705 +49%
Alyeska Investment Group
133
Alyeska Investment Group
Illinois
$1.05M +$1.38M +29,076 New
LCAM
134
Lee Capital Asset Management
New York
$1.01M +$1.34M +28,045 New
BC
135
Breakline Capital
New York
$991K -$1.24M -26,055 -49%
UCFA
136
United Capital Financial Advisors
Texas
$901K
KC
137
Kepos Capital
New York
$891K +$1.18M +24,743 New
Aberdeen Group
138
Aberdeen Group
United Kingdom
$890K +$1.18M +24,690 New
VOYA Investment Management
139
VOYA Investment Management
Georgia
$865K +$19.8K +415 +2%
PL
140
Parkwood LLC
Ohio
$784K +$1.04M +21,757 New
AB
141
Amalgamated Bank
New York
$782K +$137K +2,866 +15%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$753K -$633K -13,300 -39%
BAM
143
Blueshift Asset Management
New Jersey
$684K +$904K +18,981 New
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$653K -$7.53K -158 -0.9%
CC
145
Centiva Capital
New York
$614K +$811K +17,037 New
PBCM
146
Point Break Capital Management
Florida
$605K +$800K +16,800 New
Creative Planning
147
Creative Planning
Kansas
$582K +$339K +7,108 +79%
XK
148
Xact Kapitalforvaltning
Sweden
$580K +$500K +10,500 +188%
OSIA
149
O'Shares Investment Advisers
Massachusetts
$577K +$763K +16,020 New
QT
150
Quantbot Technologies
New York
$560K -$578K -12,133 -44%

SMAR Hedge Fund Activity: Q3 2019 in Review

233 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2019, worth a combined $3.14B — down 24% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SMAR positions and 49 closed out — a net gain of 13 holders — while 89 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $154M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $500M sold.

  • 233 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2019, up from 221 in Q2 2019.
  • Funds reported $3.14B of Smartsheet Inc. stock for Q3 2019, down 24% quarter-over-quarter.
  • 62 funds opened new Smartsheet Inc. positions in Q3 2019 and 49 closed out, a net change of +13 holders.
  • The largest Smartsheet Inc. buyer in Q3 2019 was First Trust Advisors, an estimated $154M added.
  • The largest Smartsheet Inc. seller in Q3 2019 was Insight Holdings Group, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2019.