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SMAR

Smartsheet Inc.

Delisted

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

320 hedge funds and large institutions have $7.57B invested in Smartsheet Inc. in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

12% more call options, than puts

Call options by funds: $53M | Put options by funds: $47.2M

0% more funds holding

Funds holding: 319320 (+1)

5% less capital invested

Capital invested by funds: $7.95B → $7.57B (-$386M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
5.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
46
Increased
121
Reduced
96
Closed
41
Calls
$53M
Puts
$47.2M
Net Calls
+$5.75M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
176
Algert Global
California
$881K +$942K +12,808 New
RJA
177
Raymond James & Associates
Florida
$870K +$143K +1,944 +18%
STA
178
Summit Trail Advisors
New York
$864K
Janus Henderson Group
179
Janus Henderson Group
United Kingdom
$852K +$910K +12,371 New
CIS
180
Capital International Sarl
California
$851K -$109K -1,484 -11%
Principal Financial Group
181
Principal Financial Group
Iowa
$851K -$50.9K -692 -5%
VRS
182
Virginia Retirement Systems
Virginia
$840K -$375K -5,100 -29%
IIM
183
Ironwood Investment Management
Massachusetts
$833K +$882 +12 +0.1%
EMG
184
ETF Managers Group
New Jersey
$818K -$2.64M -35,970 -75%
GGHC
185
Gilder Gagnon Howe & Co
New York
$801K -$2.72K -37 -0.3%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$784K
Assenagon Asset Management
187
Assenagon Asset Management
Luxembourg
$778K -$1.45M -19,717 -64%
JG
188
Jefferies Group
New York
$774K +$827K +11,250 New
KIA
189
KCM Investment Advisors
California
$762K -$276K -3,755 -25%
BJL
190
Brighton Jones LLC
Washington
$739K +$36K +490 +5%
UCFA
191
United Capital Financial Advisors
Texas
$723K +$73.5K +1,000 +11%
AAP
192
Ardsley Advisory Partners
Connecticut
$723K +$772K +10,500 New
Canada Pension Plan Investment Board
193
Canada Pension Plan Investment Board
Ontario, Canada
$720K -$7.33M -99,631 -90%
Truist Financial
194
Truist Financial
North Carolina
$714K +$375K +5,099 +97%
PPW
195
Parcion Private Wealth
Washington
$713K +$751K +10,219 New
BCI
196
Brinker Capital Investments
Pennsylvania
$711K
SAM
197
Shell Asset Management
Netherlands
$703K +$751K +10,216 New
BM
198
Brandywine Managers
Delaware
$702K
EAM
199
Evanson Asset Management
California
$702K
PP
200
Paloma Partners
Connecticut
$677K +$432K +5,869 +148%

SMAR Hedge Fund Activity: Q3 2021 in Review

320 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2021, worth a combined $7.57B — down 4.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SMAR positions and 41 closed out — a net gain of 5 holders — while 121 added to existing stakes and 96 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $89M. The largest seller was Champlain Investment Partners, cutting an estimated $75.2M.

  • 320 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $7.57B of Smartsheet Inc. stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 46 funds opened new Smartsheet Inc. positions in Q3 2021 and 41 closed out, a net change of +5 holders.
  • The largest Smartsheet Inc. buyer in Q3 2021 was Fred Alger Management, an estimated $89M added.
  • The largest Smartsheet Inc. seller in Q3 2021 was Champlain Investment Partners, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2021.