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SMAR

Smartsheet Inc.

Delisted

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

233 hedge funds and large institutions have $3.14B invested in Smartsheet Inc. in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $19.1M

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

5% more funds holding

Funds holding: 221233 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

24% less capital invested

Capital invested by funds: $4.14B → $3.14B (-$992M)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
62
Increased
89
Reduced
53
Closed
49
Calls
$43.6M
Puts
$19.1M
Net Calls
+$24.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MSDF
176
Michael & Susan Dell Foundation
New York
$351K +$464K +9,733 New
Dimensional Fund Advisors
177
Dimensional Fund Advisors
Texas
$334K +$22.9K +480 +5%
DAM
178
Deltec Asset Management
New York
$324K +$429K +9,000 New
IIM
179
Ironwood Investment Management
Massachusetts
$314K -$1.62K -34 -0.4%
EAM
180
Evanson Asset Management
California
$310K
FG
181
Formula Growth
Quebec, Canada
$295K
DTL
182
Dynamic Technology Lab
Singapore
$289K +$382K +8,029 New
MIH
183
Meitav Investment House
Israel
$280K -$49.5K -1,039 -12%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$269K
PP
185
Paloma Partners
Connecticut
$264K +$348K +7,308 New
ARTA
186
A.R.T. Advisors
New York
$238K +$314K +6,592 New
VF
187
Virtu Financial
New York
$236K -$161K -3,390 -34%
PIA
188
Piedmont Investment Advisors
North Carolina
$235K +$17.1K +358 +6%
MLICM
189
Metropolitan Life Insurance Company (MetLife)
New York
$232K +$306K +6,430 New
NIT
190
NumerixS Investment Technologies
British Columbia, Canada
$227K -$133K -2,800 -31%
FFWA
191
FRG Family Wealth Advisors
Washington
$224K
CCM
192
Coldstream Capital Management
Washington
$210K +$9.76K +205 +4%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$205K
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$204K +$121K +2,546 +81%
GGHC
195
Gilder Gagnon Howe & Co
New York
$200K +$265K +5,555 New
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$197K +$151K +3,175 +138%
SO
197
STRS Ohio
Ohio
$196K +$260K +5,449 New
Royal Bank of Canada
198
Royal Bank of Canada
Ontario, Canada
$180K -$9.05K -190 -4%
Walleye Capital
199
Walleye Capital
New York
$180K +$191K +4,000 +400%
Macquarie Group
200
Macquarie Group
Australia
$169K +$224K +4,700 New

SMAR Hedge Fund Activity: Q3 2019 in Review

233 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2019, worth a combined $3.14B — down 24% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SMAR positions and 49 closed out — a net gain of 13 holders — while 89 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $154M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $500M sold.

  • 233 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2019, up from 221 in Q2 2019.
  • Funds reported $3.14B of Smartsheet Inc. stock for Q3 2019, down 24% quarter-over-quarter.
  • 62 funds opened new Smartsheet Inc. positions in Q3 2019 and 49 closed out, a net change of +13 holders.
  • The largest Smartsheet Inc. buyer in Q3 2019 was First Trust Advisors, an estimated $154M added.
  • The largest Smartsheet Inc. seller in Q3 2019 was Insight Holdings Group, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2019.