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SMAR

Smartsheet Inc.

Delisted

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

359 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 99

17% more capital invested

Capital invested by funds: $7.57B → $8.83B (+$1.27B)

12% more funds holding

Funds holding: 320359 (+39)

10% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $72.3M

Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
32
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
176
Oppenheimer & Co
New York
$1.28M +$205K +2,940 +22%
MIC
177
Maxi Investments CY
Cyprus
$1.28M +$1.15M +16,525 New
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$1.28M +$358K +5,126 +45%
AG
179
Algert Global
California
$1.24M +$225K +3,223 +25%
FG
180
Formula Growth
Quebec, Canada
$1.22M
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$1.19M +$105K +1,499 +11%
UBS Group
182
UBS Group
Switzerland
$1.19M -$390K -5,580 -27%
State of Wisconsin Investment Board
183
State of Wisconsin Investment Board
Wisconsin
$1.15M -$16.4K -235 -2%
VPIM
184
Vanguard Personalized Indexing Management
California
$1.13M +$787K +11,266 +339%
PP
185
Paloma Partners
Connecticut
$1.1M +$304K +4,347 +44%
1C
186
1623 Capital
Virginia
$1.09M +$340K +4,866 +53%
HLA
187
Hamilton Lane Advisors
Pennsylvania
$1.08M
CCM
188
Cinctive Capital Management
New York
$1.07M +$964K +13,802 New
BC
189
Brookfield Corp
Ontario, Canada
$1.07M +$963K +13,789 New
PHK
190
Point72 Hong Kong
Hong Kong
$1.06M +$956K +13,683 New
X
191
Xponance
Pennsylvania
$1.06M +$14.9K +214 +2%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$1.05M
Principal Financial Group
193
Principal Financial Group
Iowa
$1.01M +$47.6K +681 +6%
STA
194
Summit Trail Advisors
New York
$1.01M +$30.5K +436 +3%
Walleye Trading
195
Walleye Trading
New York
$973K -$22.2K -318 -2%
IIM
196
Ironwood Investment Management
Massachusetts
$961K +$21.8K +312 +3%
PCM
197
Prelude Capital Management
New York
$940K -$265K -3,792 -24%
BJL
198
Brighton Jones LLC
Washington
$915K +$74.6K +1,068 +10%
SG Americas Securities
199
SG Americas Securities
New York
$905K +$297K +4,256 +57%
GGHC
200
Gilder Gagnon Howe & Co
New York
$873K -$25.7K -368 -3%

SMAR Hedge Fund Activity: Q4 2021 in Review

359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2021, worth a combined $8.83B — up 17% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 32 closed out — a net gain of 42 holders — while 139 added to existing stakes and 99 trimmed.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $203M. The largest seller was AllianceBernstein, cutting an estimated $60.4M.

  • 359 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $8.83B of Smartsheet Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2021 and 32 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2021 was North Peak Capital Management, an estimated $203M added.
  • The largest Smartsheet Inc. seller in Q4 2021 was AllianceBernstein, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2021.