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SMAR

Smartsheet Inc.
SMAR

Delisted

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

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7 hedge funds and large institutions have $323K invested in Smartsheet Inc. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 359 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 367 → 7 (-360)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 359

100% less funds holding in top 10

Funds holding in top 10: 35 → 0 (-35)

100% less capital invested

Capital invested by funds: $7.78B → $323K (-$7.78B)

Holders
7
Holders Change
-360
Holders Change %
-98.09%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
359
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$73.8K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.19K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$798M
2
BlackRock
BlackRock
New York
-$547M
3
PCM
Pentwater Capital Management
Florida
-$501M
4
UBS Group
UBS Group
Switzerland
-$432M
5
HI
HBK Investments
Texas
-$385M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
126
Centiva Capital
New York
– -$6.04M -107,778 Closed
Franklin Resources
127
Franklin Resources
California
– -$5.88M -104,955 Closed
Cerity Partners
128
Cerity Partners
New York
– -$5.76M -102,918 Closed
CIEC
129
Crédit Industriel et Commercial
France
– -$5.73M -102,250 Closed
SC
130
Sagefield Capital
Texas
– -$5.61M -100,100 Closed
BCM
131
Beryl Capital Management
California
– -$5.6M -100,000 Closed
VI
132
Vestcor Inc
New Brunswick, Canada
– -$5.56M -99,170 Closed
YCM
133
Yakira Capital Management
Connecticut
– -$5.48M -97,764 Closed
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
– -$5.41M -96,565 Closed
ACM
135
Alamar Capital Management
California
– -$4.8M -85,660 Closed
Corient Private Wealth
136
Corient Private Wealth
Florida
– -$4.72M -84,268 Closed
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
– -$4.69M -83,725 Closed
LCM
138
Landscape Capital Management
New Jersey
– -$4.65M -83,016 Closed
Stifel Financial
139
Stifel Financial
Missouri
– -$4.48M -79,881 Closed
CT
140
ClearAlpha Technologies
Connecticut
– -$4.4M -78,555 Closed
FIA
141
FNY Investment Advisers
New York
– -$4.22M -75,254 Closed
PSAMP
142
P. Schoenfeld Asset Management (PSAM)
New York
– -$4.2M -75,000 Closed
MTCM
143
Mint Tower Capital Management
Netherlands
– -$4.12M -73,445 Closed
SC
144
Savant Capital
Illinois
– -$4.05M -72,218 Closed
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
– -$3.73M -66,540 Closed
AC
146
Athos Capital
Hong Kong
– -$3.72M -66,400 Closed
MFAM
147
Motley Fool Asset Management
Virginia
– -$3.7M -66,089 Closed
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
– -$3.6M -64,180 Closed
William Blair & Company
149
William Blair & Company
Illinois
– -$3.52M -62,902 Closed
VOYA Investment Management
150
VOYA Investment Management
Georgia
– -$3.38M -60,290 Closed
4 5
6
7 8

SMAR Hedge Fund Activity: Q1 2025 in Review

7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2025, worth a combined $323K — down 100% from $7.78B a quarter earlier.

Sellers outnumbered buyers: 359 funds closed out of SMAR and 1 opened new positions — a net loss of 358 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $73.8K. The largest seller was Vanguard Group, exiting entirely with an estimated $798M sold.

  • 7 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2025, down from 367 in Q4 2024.
  • Funds reported $323K of Smartsheet Inc. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Smartsheet Inc. positions in Q1 2025 and 359 closed out, a net change of -358 holders.
  • The largest Smartsheet Inc. buyer in Q1 2025 was IFP Advisors, an estimated $73.8K added.
  • The largest Smartsheet Inc. seller in Q1 2025 was Vanguard Group, an estimated $798M sold.

Based on aggregated 13F filings for Q1 2025.