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SMAR

Smartsheet Inc.

Delisted

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

293 hedge funds and large institutions have $4.01B invested in Smartsheet Inc. in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $22.4M

8% more capital invested

Capital invested by funds: $3.72B → $4.01B (+$292M)

9% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 103

3% less funds holding

Funds holding: 302293 (-9)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
5.05%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
35
Increased
112
Reduced
103
Closed
43
Calls
$57.7M
Puts
$22.4M
Net Calls
+$35.2M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$544K +$50.1K +1,478 +10%
FG
177
Formula Growth
Quebec, Canada
$543K
VPIM
178
Vanguard Personalized Indexing Management
California
$520K +$149K +4,399 +41%
X
179
Xponance
Pennsylvania
$509K +$6.3K +186 +1%
Principal Financial Group
180
Principal Financial Group
Iowa
$500K -$90.2K -2,662 -15%
HLA
181
Hamilton Lane Advisors
Pennsylvania
$479K
EGM
182
Engineers Gate Manager
New York
$474K -$8.15M -240,647 -95%
XT
183
XTX Topco
Cayman Islands
$474K +$233K +6,872 +99%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$466K
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$455K +$448K +13,235 New
FCH
186
Freestone Capital Holdings
Washington
$444K -$31.6K -932 -7%
IIM
187
Ironwood Investment Management
Massachusetts
$428K -$2.78K -82 -0.7%
Prudential Financial
188
Prudential Financial
New Jersey
$420K -$293K -8,636 -41%
QT
189
Quantbot Technologies
New York
$408K -$602K -17,768 -60%
BC
190
BIT Capital
Germany
$402K +$396K +11,700 New
Allspring Global Investments
191
Allspring Global Investments
North Carolina
$388K +$383K +11,306 New
UCFA
192
United Capital Financial Advisors
Texas
$386K -$4.71K -139 -1%
1C
193
1623 Capital
Virginia
$385K
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$376K +$11.2K +331 +3%
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$375K +$369K +10,900 New
PRC
196
Pearl River Capital
Michigan
$354K +$350K +10,317 New
BAM
197
Blueshift Asset Management
New Jersey
$346K +$38.7K +1,143 +13%
SRAM
198
Spouting Rock Asset Management
Pennsylvania
$334K +$169 +5 +0.1%
EAM
199
Evanson Asset Management
California
$332K +$5.66K +167 +2%
KIA
200
KCM Investment Advisors
California
$329K

SMAR Hedge Fund Activity: Q3 2022 in Review

293 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2022, worth a combined $4.01B — up 7.9% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SMAR and 35 opened new positions — a net loss of 8 holders — while 103 trimmed existing stakes and 112 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $82.1M. The largest seller was Millennium Management, cutting an estimated $71.3M.

  • 293 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2022, down from 302 in Q2 2022.
  • Funds reported $4.01B of Smartsheet Inc. stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 35 funds opened new Smartsheet Inc. positions in Q3 2022 and 43 closed out, a net change of -8 holders.
  • The largest Smartsheet Inc. buyer in Q3 2022 was Eminence Capital, an estimated $82.1M added.
  • The largest Smartsheet Inc. seller in Q3 2022 was Millennium Management, an estimated $71.3M sold.

Based on aggregated 13F filings for Q3 2022.