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SMAR

Smartsheet Inc.

Delisted

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

278 hedge funds and large institutions have $7.06B invested in Smartsheet Inc. in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $48M | Put options by funds: $27.7M

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

7% less capital invested

Capital invested by funds: $7.55B → $7.06B (-$495M)

12% less funds holding

Funds holding: 315278 (-37)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 72

Holders
278
Holders Change
-37
Holders Change %
-11.75%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
37
Increased
118
Reduced
89
Closed
72
Calls
$48M
Puts
$27.7M
Net Calls
+$20.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
126
Marshall Wace North America
New York
$1.94M -$7.57M -108,171 -78%
Citigroup
127
Citigroup
New York
$1.64M +$303K +4,328 +20%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$1.42M +$105K +1,501 +7%
AAMU
129
Amundi Asset Management US
Massachusetts
$1.38M +$124K +1,773 +9%
Vontobel Holding
130
Vontobel Holding
Switzerland
$1.35M +$559K +7,986 +61%
AB
131
Amalgamated Bank
New York
$1.35M -$106K -1,520 -7%
Group One Trading
132
Group One Trading
Illinois
$1.34M -$924K -13,204 -39%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$1.33M -$40.4K -577 -3%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$1.29M +$84K +1,200 +6%
Jane Street
135
Jane Street
New York
$1.25M -$1.26M -18,000 -48%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$1.25M -$562K -8,027 -29%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$1.23M -$561K -8,016 -30%
FG
138
Formula Growth
Quebec, Canada
$1.16M
LPL Financial
139
LPL Financial
California
$1.16M -$16.8M -240,311 -93%
SAM
140
Silvercrest Asset Management
New York
$1.1M +$1.2M +17,182 New
SO
141
STRS Ohio
Ohio
$1.08M +$447K +6,394 +61%
RJA
142
Raymond James & Associates
Florida
$1.07M +$718K +10,263 +159%
VRS
143
Virginia Retirement Systems
Virginia
$1.04M
FCH
144
Freestone Capital Holdings
Washington
$988K +$128K +1,829 +13%
SG Americas Securities
145
SG Americas Securities
New York
$986K +$28.6K +409 +3%
NIM
146
NXG Investment Management
Texas
$983K +$65.6K +937 +6%
CPIG
147
Chicago Partners Investment Group
Illinois
$941K +$260K +3,723 +34%
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$917K -$350 -5 -0%
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$888K +$403K +5,766 +71%
UBS Group
150
UBS Group
Switzerland
$887K -$5.79M -82,788 -86%

SMAR Hedge Fund Activity: Q1 2021 in Review

278 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2021, worth a combined $7.06B — down 6.5% from $7.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMAR and 37 opened new positions — a net loss of 35 holders — while 89 trimmed existing stakes and 118 added.

The largest buyer was Dorsey Asset Management, adding an estimated $100M. The largest seller was 12 West Capital Management, cutting an estimated $149M.

  • 278 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2021, down from 315 in Q4 2020.
  • Funds reported $7.06B of Smartsheet Inc. stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 37 funds opened new Smartsheet Inc. positions in Q1 2021 and 72 closed out, a net change of -35 holders.
  • The largest Smartsheet Inc. buyer in Q1 2021 was Dorsey Asset Management, an estimated $100M added.
  • The largest Smartsheet Inc. seller in Q1 2021 was 12 West Capital Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.