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SMAR

Smartsheet Inc.

Delisted

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

411 hedge funds and large institutions have $7.18B invested in Smartsheet Inc. in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

31% more capital invested

Capital invested by funds: $5.49B → $7.18B (+$1.68B)

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

4% more funds holding

Funds holding: 395411 (+16)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

1% more call options, than puts

Call options by funds: $144M | Put options by funds: $142M

Holders
411
Holders Change
+16
Holders Change %
+4.05%
% of All Funds
5.9%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.39%
New
109
Increased
134
Reduced
126
Closed
90
Calls
$144M
Puts
$142M
Net Calls
+$1.92M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
176
Prudential Financial
New Jersey
$2.22M +$614K +12,662 +46%
TCM
177
Twin Capital Management
Pennsylvania
$2.21M -$8.44K -174 -0.4%
Bessemer Group
178
Bessemer Group
New Jersey
$2.18M +$1.45K +30 +0.1%
DAM
179
DLD Asset Management
New York
$2.16M +$1.9M +39,100 New
GS
180
GTS Securities
New York
$2.12M +$1.86M +38,352 New
EAM
181
EFG Asset Management
Oregon
$2.1M +$567K +11,701 +45%
N
182
Natixis
France
$2.1M -$417K -8,601 -18%
ASRS
183
Arizona State Retirement System
Arizona
$2.09M +$62.8K +1,295 +4%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$2.09M +$50.4K +1,039 +3%
MC
185
Maverick Capital
Texas
$2.06M -$194K -4,006 -10%
Wells Fargo
186
Wells Fargo
California
$1.89M +$39.5K +814 +2%
GAM
187
Gotham Asset Management
New York
$1.89M +$738K +15,221 +81%
Manulife (Manufacturers Life Insurance)
188
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.85M +$32K +661 +2%
LPL Financial
189
LPL Financial
California
$1.79M +$94.7K +1,953 +6%
NMG
190
New Millennium Group
Utah
$1.77M +$1.55M +31,978 New
MNBTD
191
Moody National Bank Trust Division
Texas
$1.7M -$545K -11,250 -27%
TI
192
Tidal Investments
Wisconsin
$1.68M +$408K +8,424 +38%
Lazard Asset Management
193
Lazard Asset Management
New York
$1.67M +$705K +14,534 +93%
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$1.66M -$92.1K -1,900 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
195
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.66M +$1.45M +29,966 New
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$1.62M +$46.1K +952 +3%
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$1.59M +$1.04M +21,384 +294%
Comerica Bank
198
Comerica Bank
Texas
$1.55M -$4.7M -96,946 -78%
AGC
199
Angelo Gordon & Co
New York
$1.47M +$1.28M +26,465 New
Walleye Capital
200
Walleye Capital
New York
$1.46M -$4.15M -85,609 -76%

SMAR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2024, worth a combined $7.18B — up 31% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SMAR positions and 90 closed out — a net gain of 19 holders — while 134 added to existing stakes and 126 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $332M. The largest seller was Capital World Investors, cutting an estimated $239M.

  • 411 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $7.18B of Smartsheet Inc. stock for Q3 2024, up 31% quarter-over-quarter.
  • 109 funds opened new Smartsheet Inc. positions in Q3 2024 and 90 closed out, a net change of +19 holders.
  • The largest Smartsheet Inc. buyer in Q3 2024 was Pentwater Capital Management, an estimated $332M added.
  • The largest Smartsheet Inc. seller in Q3 2024 was Capital World Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2024.