SMAR

Smartsheet Inc.

Delisted

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

256 hedge funds and large institutions have $6.1B invested in Smartsheet Inc. in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 101 increasing their positions, 53 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+44
Holders Change %
+20.75%
% of All Funds
5.26%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
101
Reduced
53
Closed
38
Calls
$41.4M
Puts
$31.9M
Net Calls
+$9.56M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
176
Brinker Capital
Pennsylvania
$446K +$446K +8,766 New
Bank of Nova Scotia
177
Bank of Nova Scotia
Ontario, Canada
$440K +$440K +8,641 New
Creative Planning
178
Creative Planning
Kansas
$435K -$31.3K -614 -7%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$421K +$421K +8,274 New
FFWA
180
FRG Family Wealth Advisors
Washington
$411K +$93.7K +1,838 +30%
VF
181
Virtu Financial
New York
$389K +$389K +7,633 New
DADC
182
D.A. Davidson & Co
Montana
$383K +$135K +2,649 +54%
DT
183
Diversified Trust
Tennessee
$364K +$364K +7,150 New
Stifel Financial
184
Stifel Financial
Missouri
$353K -$391K -7,680 -53%
CPIG
185
Chicago Partners Investment Group
Illinois
$347K +$73K +1,532 +27%
GVAG
186
Great Valley Advisor Group
Delaware
$342K -$131K -2,582 -28%
SG Americas Securities
187
SG Americas Securities
New York
$336K -$263K -5,158 -44%
GC
188
Guggenheim Capital
Illinois
$320K +$320K +6,279 New
MC
189
Maverick Capital
Texas
$315K +$315K +6,177 New
ACM
190
Adalta Capital Management
New York
$311K +$311K +6,115 New
VA
191
Valmark Advisers
Ohio
$305K +$305K +5,987 New
ASN
192
Advisory Services Network
Georgia
$291K +$291K +5,718 New
VFA
193
Values First Advisors
Tennessee
$290K -$68.7K -1,350 -19%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$290K -$4.89K -96 -2%
GGHC
195
Gilder Gagnon Howe & Co
New York
$289K -$255 -5 -0.1%
DTL
196
Dynamic Technology Lab
Singapore
$288K +$15.9K +313 +6%
MCC
197
Malaga Cove Capital
California
$285K +$285K +5,592 New
AII
198
AGF Investments Inc
Ontario, Canada
$275K +$275K +5,400 New
WKWM
199
Walter & Keenan Wealth Management
Indiana
$265K +$265K +5,200 New
Wellington Management Group
200
Wellington Management Group
Massachusetts
$264K -$496K -9,723 -65%