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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
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$866K
CIS
152
Capital International Sarl
California
$844K +$7.56K +108 +0.8%
CF
153
CNA Financial
Illinois
$840K +$158K +2,260 +21%
STA
154
Summit Trail Advisors
New York
$802K +$140 +2 +0%
Principal Financial Group
155
Principal Financial Group
Iowa
$800K -$72.8K -1,040 -8%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$799K +$125K +1,783 +17%
AQR Capital Management
157
AQR Capital Management
Connecticut
$798K +$525K +7,500 +146%
IIM
158
Ironwood Investment Management
Massachusetts
$790K +$7.7K +110 +0.9%
EMG
159
ETF Managers Group
New Jersey
$773K +$5.32K +76 +0.6%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$768K -$89.6K -1,280 -10%
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$757K +$153K +2,188 +23%
X
162
Xponance
Pennsylvania
$749K +$15.7K +225 +2%
GGHC
163
Gilder Gagnon Howe & Co
New York
$747K -$198K -2,831 -20%
OC
164
Oppenheimer & Co
New York
$740K -$657K -9,391 -45%
EGM
165
Engineers Gate Manager
New York
$740K -$1.89K -27 -0.2%
BS
166
Banco Santander
Spain
$731K +$800K +11,430 New
BJL
167
Brighton Jones LLC
Washington
$655K +$717K +10,250 New
BM
168
Brandywine Managers
Delaware
$652K
BCI
169
Brinker Capital Investments
Pennsylvania
$624K -$748K -10,691 -52%
MCC
170
Malaga Cove Capital
California
$619K +$230K +3,288 +52%
UCFA
171
United Capital Financial Advisors
Texas
$607K -$350 -5 -0.1%
EAM
172
Evanson Asset Management
California
$607K
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$606K -$931K -13,302 -58%
PP
174
Paloma Partners
Connecticut
$585K -$3.38M -48,327 -84%
Creative Planning
175
Creative Planning
Kansas
$576K +$1.12K +16 +0.2%

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.