We are live on ! Find out more
SMAR

Smartsheet Inc.

Delisted

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

319 hedge funds and large institutions have $7.95B invested in Smartsheet Inc. in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

121% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $26.9M

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more funds holding

Funds holding: 278319 (+41)

13% more capital invested

Capital invested by funds: $7.06B → $7.95B (+$893M)

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
76
Increased
133
Reduced
70
Closed
32
Calls
$59.5M
Puts
$26.9M
Net Calls
+$32.5M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
151
Engineers Gate Manager
New York
$1.23M +$343K +5,499 +48%
CPIG
152
Chicago Partners Investment Group
Illinois
$1.23M +$110K +1,756 +12%
JMPWA
153
JP Morgan Private Wealth Advisors
California
$1.17M +$1.01M +16,116 New
SCF
154
Sante Capital Fund
Texas
$1.16M +$1M +16,076 New
FG
155
Formula Growth
Quebec, Canada
$1.14M -$149K -2,394 -13%
FCH
156
Freestone Capital Holdings
Washington
$1.12M +$4.18K +67 +0.4%
NIM
157
NXG Investment Management
Texas
$1.09M -$21K -337 -2%
KIA
158
KCM Investment Advisors
California
$1.07M +$926K +14,830 New
BS
159
Banco Santander
Spain
$1.07M +$212K +3,395 +30%
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$1.04M -$312 -5 -0%
ECM
161
ExodusPoint Capital Management
New York
$1.02M +$885K +14,180 New
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$1.01M +$133K +2,126 +18%
CF
163
CNA Financial
Illinois
$1.01M +$50.6K +810 +6%
CIS
164
Capital International Sarl
California
$1M +$39.9K +640 +5%
X
165
Xponance
Pennsylvania
$993K +$126K +2,022 +17%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$980K
OC
167
Oppenheimer & Co
New York
$974K +$118K +1,893 +16%
UBS Group
168
UBS Group
Switzerland
$965K -$33.5K -536 -4%
MCC
169
Malaga Cove Capital
California
$953K +$219K +3,510 +36%
SO
170
STRS Ohio
Ohio
$950K -$233K -3,730 -22%
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$950K +$39.2K +628 +5%
Principal Financial Group
172
Principal Financial Group
Iowa
$945K +$33.8K +542 +4%
STA
173
Summit Trail Advisors
New York
$908K +$250 +4 +0%
Creative Planning
174
Creative Planning
Kansas
$887K +$203K +3,255 +36%
IIM
175
Ironwood Investment Management
Massachusetts
$874K -$16.5K -265 -2%

SMAR Hedge Fund Activity: Q2 2021 in Review

319 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2021, worth a combined $7.95B — up 13% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMAR positions and 32 closed out — a net gain of 44 holders — while 133 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $229M sold.

  • 319 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $7.95B of Smartsheet Inc. stock for Q2 2021, up 13% quarter-over-quarter.
  • 76 funds opened new Smartsheet Inc. positions in Q2 2021 and 32 closed out, a net change of +44 holders.
  • The largest Smartsheet Inc. buyer in Q2 2021 was JP Morgan Chase, an estimated $92.8M added.
  • The largest Smartsheet Inc. seller in Q2 2021 was Whale Rock Capital Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2021.