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SMAR

Smartsheet Inc.

Delisted

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

411 hedge funds and large institutions have $7.18B invested in Smartsheet Inc. in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

31% more capital invested

Capital invested by funds: $5.49B → $7.18B (+$1.68B)

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

4% more funds holding

Funds holding: 395411 (+16)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

1% more call options, than puts

Call options by funds: $144M | Put options by funds: $142M

Holders
411
Holders Change
+16
Holders Change %
+4.05%
% of All Funds
5.9%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.39%
New
109
Increased
134
Reduced
126
Closed
90
Calls
$144M
Puts
$142M
Net Calls
+$1.92M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
151
VOYA Investment Management
Georgia
$3.45M -$795K -16,392 -21%
M&T Bank
152
M&T Bank
New York
$3.44M +$5.43K +112 +0.2%
MFAM
153
Motley Fool Asset Management
Virginia
$3.42M -$68.3K -1,408 -2%
EGM
154
Engineers Gate Manager
New York
$3.3M -$3.79M -78,181 -57%
Cerity Partners
155
Cerity Partners
New York
$3.3M +$1.29M +26,509 +80%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$3.23M +$158K +3,250 +6%
MAM
157
Martingale Asset Management
Massachusetts
$3.21M +$787K +16,241 +39%
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$3.15M -$513K -10,590 -16%
ACM
159
Aquatic Capital Management
Illinois
$3.14M +$1.85M +38,200 +205%
CT
160
ClearAlpha Technologies
Connecticut
$3.09M +$2.7M +55,761 New
MCM
161
Moore Capital Management
New York
$3.04M +$2.67M +55,000 New
Jane Street
162
Jane Street
New York
$3.03M -$5.4M -111,459 -67%
Franklin Resources
163
Franklin Resources
California
$2.97M -$1.76M -36,376 -41%
HighTower Advisors
164
HighTower Advisors
Illinois
$2.73M -$103K -2,119 -4%
CAM
165
ClariVest Asset Management
California
$2.72M
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$2.68M
VanEck Associates
167
VanEck Associates
New York
$2.66M -$26.9K -554 -1%
State of New Jersey Common Pension Fund D
168
State of New Jersey Common Pension Fund D
New Jersey
$2.62M
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$2.57M +$1.29M +26,511 +133%
SC
170
Savant Capital
Illinois
$2.57M +$351K +7,241 +18%
CGA
171
Crescent Grove Advisors
Illinois
$2.5M
GCM
172
Graham Capital Management
Connecticut
$2.49M -$988K -20,387 -31%
TI
173
Trexquant Investment
Connecticut
$2.47M -$17M -350,756 -89%
SPA
174
Sherbrooke Park Advisers
New York
$2.42M +$1.57M +32,342 +282%
BMSSC
175
B. Metzler seel. Sohn & Co
Germany
$2.36M -$999K -20,613 -33%

SMAR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2024, worth a combined $7.18B — up 31% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SMAR positions and 90 closed out — a net gain of 19 holders — while 134 added to existing stakes and 126 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $332M. The largest seller was Capital World Investors, cutting an estimated $239M.

  • 411 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $7.18B of Smartsheet Inc. stock for Q3 2024, up 31% quarter-over-quarter.
  • 109 funds opened new Smartsheet Inc. positions in Q3 2024 and 90 closed out, a net change of +19 holders.
  • The largest Smartsheet Inc. buyer in Q3 2024 was Pentwater Capital Management, an estimated $332M added.
  • The largest Smartsheet Inc. seller in Q3 2024 was Capital World Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2024.