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SMAR

Smartsheet Inc.

Delisted

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

322 hedge funds and large institutions have $6.25B invested in Smartsheet Inc. in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

10% less funds holding

Funds holding: 359322 (-37)

19% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $36.5M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

29% less capital invested

Capital invested by funds: $8.83B → $6.25B (-$2.58B)

46% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 74

Holders
322
Holders Change
-37
Holders Change %
-10.31%
% of All Funds
5.08%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
40
Increased
129
Reduced
107
Closed
74
Calls
$29.4M
Puts
$36.5M
Net Calls
-$7.04M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
176
Fulcrum Asset Management
United Kingdom
$826K
AWS
177
AJ Wealth Strategies
New York
$819K +$446K +7,807 +109%
NIM
178
NXG Investment Management
Texas
$784K -$162K -2,842 -17%
BJL
179
Brighton Jones LLC
Washington
$767K +$125K +2,189 +19%
X
180
Xponance
Pennsylvania
$765K +$18.7K +327 +2%
HLA
181
Hamilton Lane Advisors
Pennsylvania
$764K
FCH
182
Freestone Capital Holdings
Washington
$760K -$215K -3,760 -21%
GCM
183
Graham Capital Management
Connecticut
$755K +$788K +13,799 New
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$742K
STA
185
Summit Trail Advisors
New York
$699K -$13.2K -231 -2%
BAM
186
Blueshift Asset Management
New Jersey
$692K +$722K +12,635 New
CF
187
CNA Financial
Illinois
$690K +$169K +2,960 +31%
IIM
188
Ironwood Investment Management
Massachusetts
$687K +$7.71K +135 +1%
VPIM
189
Vanguard Personalized Indexing Management
California
$674K -$131K -2,287 -16%
QC
190
Quadrature Capital
United Kingdom
$672K +$700K +12,248 New
Principal Financial Group
191
Principal Financial Group
Iowa
$651K -$66.2K -1,159 -9%
JMPWA
192
JP Morgan Private Wealth Advisors
California
$642K -$676K -11,840 -50%
LCM
193
Landscape Capital Management
New Jersey
$624K +$650K +11,386 New
UCFA
194
United Capital Financial Advisors
Texas
$617K +$44K +770 +7%
AIM
195
Aigen Investment Management
New York
$612K +$638K +11,168 New
Canada Pension Plan Investment Board
196
Canada Pension Plan Investment Board
Ontario, Canada
$587K +$434K +7,604 +244%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$585K +$45.9K +803 +8%
BM
198
Brandywine Managers
Delaware
$559K
SOADOR
199
State of Alaska Department of Revenue
Alaska
$559K +$583K +10,208 New
KIA
200
KCM Investment Advisors
California
$536K

SMAR Hedge Fund Activity: Q1 2022 in Review

322 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2022, worth a combined $6.25B — down 29% from $8.83B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SMAR and 40 opened new positions — a net loss of 34 holders — while 107 trimmed existing stakes and 129 added.

The largest buyer was Capital World Investors, adding an estimated $88.1M. The largest seller was Foxhaven Asset Management, exiting entirely with an estimated $189M sold.

  • 322 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $6.25B of Smartsheet Inc. stock for Q1 2022, down 29% quarter-over-quarter.
  • 40 funds opened new Smartsheet Inc. positions in Q1 2022 and 74 closed out, a net change of -34 holders.
  • The largest Smartsheet Inc. buyer in Q1 2022 was Capital World Investors, an estimated $88.1M added.
  • The largest Smartsheet Inc. seller in Q1 2022 was Foxhaven Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2022.