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SMAR

Smartsheet Inc.
SMAR

Delisted

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

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320 hedge funds and large institutions have $7.57B invested in Smartsheet Inc. in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

12% more call options, than puts

Call options by funds: $53M | Put options by funds: $47.2M

0% more funds holding

Funds holding: 319 → 320 (+1)

5% less capital invested

Capital invested by funds: $7.95B → $7.57B (-$386M)

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
5.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
46
Increased
121
Reduced
96
Closed
41
Calls
$53M
Puts
$47.2M
Net Calls
+$5.75M
Net Calls Change
-$26.8M

Top Buyers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
+$89M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$71M
3
Victory Capital Management
Victory Capital Management
Texas
+$53.6M
4
Millennium Management
Millennium Management
New York
+$49.3M
5
Jennison Associates
Jennison Associates
New York
+$36.7M

Top Sellers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
-$75.2M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$65.8M
3
Morgan Stanley
Morgan Stanley
New York
-$65.3M
4
Artisan Partners
Artisan Partners
Wisconsin
-$54.5M
5
DIG
Dragoneer Investment Group
California
-$44.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
126
Crescent Grove Advisors
Illinois
$3.1M – – –
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$2.98M +$108K +1,469 +4%
TCM
128
Tributary Capital Management
Nebraska
$2.84M – – –
Barclays
129
Barclays
United Kingdom
$2.8M +$2.4M +32,666 +408%
Tudor Investment Corp
130
Tudor Investment Corp
Connecticut
$2.75M +$116K +1,580 +4%
Rafferty Asset Management
131
Rafferty Asset Management
New York
$2.46M +$2.63M +35,740 New
WMSA
132
Weiss Multi-Strategy Advisers
New York
$2.41M -$1.41M -19,216 -35%
ASRS
133
Arizona State Retirement System
Arizona
$2.22M +$48.5K +660 +2%
BFM
134
Boothbay Fund Management
New York
$1.99M +$2.12M +28,901 New
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$1.95M +$657K +8,941 +46%
SAM
136
Silvercrest Asset Management
New York
$1.91M +$196K +2,672 +11%
EWA
137
EP Wealth Advisors
California
$1.9M +$2.03M +27,656 New
JMPWA
138
JP Morgan Private Wealth Advisors
California
$1.82M +$756K +10,279 +64%
LPL Financial
139
LPL Financial
California
$1.72M +$403K +5,477 +28%
Vontobel Holding
140
Vontobel Holding
Switzerland
$1.57M -$257K -3,494 -13%
Man Group
141
Man Group
United Kingdom
$1.54M +$1.13M +15,333 +217%
IG
142
ING Group
Netherlands
$1.51M +$1.61M +21,900 New
AB
143
Amalgamated Bank
New York
$1.5M -$97.4K -1,325 -6%
Citigroup
144
Citigroup
New York
$1.45M -$600K -8,165 -28%
UBS Group
145
UBS Group
Switzerland
$1.44M +$559K +7,598 +57%
Handelsbanken Fonder
146
Handelsbanken Fonder
Sweden
$1.4M – – –
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$1.32M +$385K +5,236 +37%
SCF
148
Sante Capital Fund
Texas
$1.32M +$225K +3,067 +19%
Jane Street
149
Jane Street
New York
$1.31M +$840K +11,430 +151%
LCG
150
Lisanti Capital Growth
New York
$1.29M – – –
4 5
6
7 8

SMAR Hedge Fund Activity: Q3 2021 in Review

320 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2021, worth a combined $7.57B — down 4.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SMAR positions and 41 closed out — a net gain of 5 holders — while 121 added to existing stakes and 96 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $89M. The largest seller was Champlain Investment Partners, cutting an estimated $75.2M.

  • 320 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $7.57B of Smartsheet Inc. stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 46 funds opened new Smartsheet Inc. positions in Q3 2021 and 41 closed out, a net change of +5 holders.
  • The largest Smartsheet Inc. buyer in Q3 2021 was Fred Alger Management, an estimated $89M added.
  • The largest Smartsheet Inc. seller in Q3 2021 was Champlain Investment Partners, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2021.