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SMAR

Smartsheet Inc.

Delisted

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

359 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 99

17% more capital invested

Capital invested by funds: $7.57B → $8.83B (+$1.27B)

12% more funds holding

Funds holding: 320359 (+39)

10% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $72.3M

Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
32
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SLG
151
Stanley-Laman Group
Pennsylvania
$2.39M +$2.16M +30,914 New
CIS
152
Capital International Sarl
California
$2.38M +$1.29M +18,420 +149%
LCH
153
Lee Capital Holdings
New York
$2.24M +$2.02M +28,975 New
Twin Tree Management
154
Twin Tree Management
Texas
$2.21M +$1.91M +27,300 +2,146%
LPL Financial
155
LPL Financial
California
$2.2M +$242K +3,458 +14%
AAP
156
Ardsley Advisory Partners
Connecticut
$2.05M +$1.12M +16,000 +152%
LIP
157
Liontrust Investment Partners
United Kingdom
$2.01M +$838K +12,000 +86%
AB
158
Amalgamated Bank
New York
$1.99M +$277K +3,968 +18%
DM
159
Diker Management
New York
$1.86M +$1.68M +24,000 New
Citigroup
160
Citigroup
New York
$1.85M +$202K +2,898 +14%
Janus Henderson Group
161
Janus Henderson Group
United Kingdom
$1.83M +$786K +11,247 +91%
JMPWA
162
JP Morgan Private Wealth Advisors
California
$1.82M -$197K -2,827 -11%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$1.81M +$291K +4,166 +22%
Vontobel Holding
164
Vontobel Holding
Switzerland
$1.81M +$3.28K +47 +0.2%
ISL
165
Ingalls & Snyder LLC
New York
$1.71M -$1.81M -25,915 -54%
BFM
166
Boothbay Fund Management
New York
$1.59M -$586K -8,386 -29%
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$1.58M
Russell Investments Group
168
Russell Investments Group
United Kingdom
$1.5M -$3.85M -55,062 -74%
QC
169
Quent Capital
New York
$1.49M +$1.34M +19,250 New
MCC
170
Malaga Cove Capital
California
$1.48M +$199K +2,851 +18%
RJA
171
Raymond James & Associates
Florida
$1.45M +$421K +6,022 +48%
FCH
172
Freestone Capital Holdings
Washington
$1.36M +$133K +1,910 +12%
ACM
173
Alamar Capital Management
California
$1.35M +$1.22M +17,450 New
NIM
174
NXG Investment Management
Texas
$1.33M +$150K +2,151 +14%
Squarepoint
175
Squarepoint
New York
$1.31M -$11.1M -158,819 -90%

SMAR Hedge Fund Activity: Q4 2021 in Review

359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2021, worth a combined $8.83B — up 17% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 32 closed out — a net gain of 42 holders — while 139 added to existing stakes and 99 trimmed.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $203M. The largest seller was AllianceBernstein, cutting an estimated $60.4M.

  • 359 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $8.83B of Smartsheet Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2021 and 32 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2021 was North Peak Capital Management, an estimated $203M added.
  • The largest Smartsheet Inc. seller in Q4 2021 was AllianceBernstein, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2021.