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SMAR

Smartsheet Inc.

Delisted

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

278 hedge funds and large institutions have $7.06B invested in Smartsheet Inc. in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $48M | Put options by funds: $27.7M

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

7% less capital invested

Capital invested by funds: $7.55B → $7.06B (-$495M)

12% less funds holding

Funds holding: 315278 (-37)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 72

Holders
278
Holders Change
-37
Holders Change %
-11.75%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
37
Increased
118
Reduced
89
Closed
72
Calls
$48M
Puts
$27.7M
Net Calls
+$20.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
176
Deutsche Bank
Germany
$569K -$37.6K -537 -6%
PCTC
177
Perkins Coie Trust Company
Washington
$555K
AIL
178
AGF Investments LLC
Ontario, Canada
$548K -$437K -6,245 -42%
FAM
179
Fulcrum Asset Management
United Kingdom
$543K
MSRPS
180
Maryland State Retirement & Pension System
Maryland
$543K +$595K +8,500 New
PAMU
181
Pictet Asset Management (UK)
United Kingdom
$537K -$42K -600 -7%
Rafferty Asset Management
182
Rafferty Asset Management
New York
$534K +$223K +3,191 +62%
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$526K -$17.8K -255 -3%
Mirae Asset Global Investments
184
Mirae Asset Global Investments
South Korea
$519K +$568K +8,119 New
SRAM
185
Spouting Rock Asset Management
Pennsylvania
$510K +$558K +7,972 New
ACM
186
AlphaCrest Capital Management
New York
$486K +$189K +2,700 +55%
Barclays
187
Barclays
United Kingdom
$485K +$288K +4,110 +118%
ACM
188
Adalta Capital Management
New York
$456K +$176K +2,520 +55%
NICM
189
Neo Ivy Capital Management
New York
$454K -$58.2K -832 -10%
VA
190
Valmark Advisers
Ohio
$453K -$203K -2,906 -29%
YIH
191
Y-Intercept (HK)
Hong Kong
$441K +$28.8K +411 +6%
ESCM
192
Echo Street Capital Management
New York
$440K +$265K +3,786 +122%
FFWA
193
FRG Family Wealth Advisors
Washington
$433K +$50.1K +716 +12%
Wolverine Trading
194
Wolverine Trading
Illinois
$426K -$1.3M -18,570 -73%
BC
195
Bridgefront Capital
Texas
$426K -$464K -6,632 -50%
Bank of Nova Scotia
196
Bank of Nova Scotia
Ontario, Canada
$414K -$304K -4,343 -40%
VFA
197
Values First Advisors
Tennessee
$408K +$11.3K +162 +3%
PI
198
PFS Investments
Georgia
$402K +$440K +6,289 New
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$396K -$5.74K -82 -1%
IMRF
200
Illinois Municipal Retirement Fund
Illinois
$396K

SMAR Hedge Fund Activity: Q1 2021 in Review

278 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2021, worth a combined $7.06B — down 6.5% from $7.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMAR and 37 opened new positions — a net loss of 35 holders — while 89 trimmed existing stakes and 118 added.

The largest buyer was Dorsey Asset Management, adding an estimated $100M. The largest seller was 12 West Capital Management, cutting an estimated $149M.

  • 278 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2021, down from 315 in Q4 2020.
  • Funds reported $7.06B of Smartsheet Inc. stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 37 funds opened new Smartsheet Inc. positions in Q1 2021 and 72 closed out, a net change of -35 holders.
  • The largest Smartsheet Inc. buyer in Q1 2021 was Dorsey Asset Management, an estimated $100M added.
  • The largest Smartsheet Inc. seller in Q1 2021 was 12 West Capital Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.