SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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275 hedge funds and large institutions have $5.78B invested in Smartsheet Inc. in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+19
Holders Change %
+7.42%
% of All Funds
5.56%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.22%
New
63
Increased
117
Reduced
71
Closed
42
Calls
$82.1M
Puts
$62.8M
Net Calls
+$19.3M
Net Calls Change
+$9.72M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$100M
2
NPCM
North Peak Capital Management
New York
+$59.7M
3
DCP
D1 Capital Partners
New York
+$56.3M
4
CRCM
Cat Rock Capital Management
Connecticut
+$50.7M
5
Capital International Investors
Capital International Investors
California
+$40.3M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$285M
2
Morgan Stanley
Morgan Stanley
New York
-$96.8M
3
BlackRock
BlackRock
New York
-$77.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$45.7M
5
1WCM
12 West Capital Management
New York
-$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
151
Diversified Trust
Tennessee
$717K +$363K +7,350 +103%
NIM
152
NXG Investment Management
Texas
$716K +$13.7K +278 +2%
Principal Financial Group
153
Principal Financial Group
Iowa
$692K -$120K -2,430 -15%
UCFA
154
United Capital Financial Advisors
Texas
$692K -$49.4K -999 -7%
EGM
155
Engineers Gate Manager
New York
$683K +$683K +13,823 New
EMG
156
ETF Managers Group
New Jersey
$672K -$9.3K -185 -1%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$670K – – –
FCH
158
Freestone Capital Holdings
Washington
$662K +$9.54K +193 +1%
LPL Financial
159
LPL Financial
California
$659K +$47.5K +961 +8%
CG
160
Cutler Group
California
$639K +$627K +12,698 +5,059%
AG
161
Aperio Group
California
$624K +$117K +2,371 +23%
IIM
162
Ironwood Investment Management
Massachusetts
$622K -$198 -4 -0%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$621K +$53.4K +1,082 +9%
NICM
164
Neo Ivy Capital Management
New York
$616K +$616K +12,470 New
CIS
165
Capital International Sarl
California
$601K +$57.7K +1,167 +11%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$586K +$305K +6,165 +108%
X
167
Xponance
Pennsylvania
$572K +$198 +4 +0%
GGHC
168
Gilder Gagnon Howe & Co
New York
$550K +$269K +5,450 +96%
PCTC
169
Perkins Coie Trust Company
Washington
$548K -$16.1K -325 -3%
BCI
170
Brinker Capital Investments
Pennsylvania
$539K +$539K +10,900 New
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$537K +$128K +2,601 +31%
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
$534K +$107K +2,173 +25%
Wolverine Trading
173
Wolverine Trading
Illinois
$517K +$517K +10,288 New
OR
174
Olympiad Research
Connecticut
$509K +$509K +10,308 New
BM
175
Brandywine Managers
Delaware
$504K – – –
5 6
7
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