SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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275 hedge funds and large institutions have $5.78B invested in Smartsheet Inc. in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+19
Holders Change %
+7.42%
% of All Funds
5.56%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.22%
New
63
Increased
117
Reduced
71
Closed
42
Calls
$82.1M
Puts
$62.8M
Net Calls
+$19.3M
Net Calls Change
+$9.72M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$100M
2
NPCM
North Peak Capital Management
New York
+$59.7M
3
DCP
D1 Capital Partners
New York
+$56.3M
4
CRCM
Cat Rock Capital Management
Connecticut
+$50.7M
5
Capital International Investors
Capital International Investors
California
+$40.3M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$285M
2
Morgan Stanley
Morgan Stanley
New York
-$96.8M
3
BlackRock
BlackRock
New York
-$77.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$45.7M
5
1WCM
12 West Capital Management
New York
-$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
201
Malaga Cove Capital
California
$315K +$39K +791 +14%
CC
202
Centiva Capital
New York
$311K +$311K +6,300 New
Rafferty Asset Management
203
Rafferty Asset Management
New York
$308K +$308K +6,229 New
FFWA
204
FRG Family Wealth Advisors
Washington
$300K -$99K -2,000 -25%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$298K +$76.9K +1,555 +35%
AWS
206
AJ Wealth Strategies
New York
$294K +$54.4K +1,100 +23%
PP
207
Paloma Partners
Connecticut
$269K -$434K -8,787 -62%
GVAG
208
Great Valley Advisor Group
Delaware
$262K -$71.3K -1,438 -21%
WKWM
209
Walter & Keenan Wealth Management
Indiana
$257K – – –
Wellington Management Group
210
Wellington Management Group
Massachusetts
$256K – – –
JF
211
Jump Financial
Illinois
$252K +$252K +5,100 New
ProShare Advisors
212
ProShare Advisors
Maryland
$246K +$37.3K +754 +18%
SCA
213
Spearhead Capital Advisors
Florida
$243K +$18K +365 +8%
Macquarie Group
214
Macquarie Group
Australia
$239K – – –
Truist Financial
215
Truist Financial
North Carolina
$239K +$239K +4,824 New
ACM
216
Adalta Capital Management
New York
$238K -$64.3K -1,300 -21%
URS
217
Utah Retirement Systems
Utah
$237K +$9.88K +200 +4%
IFWM
218
Institute for Wealth Management
Colorado
$228K +$228K +4,606 New
OFS
219
OneAscent Financial Services
Alabama
$223K +$223K +4,511 New
AQR Capital Management
220
AQR Capital Management
Connecticut
$218K -$743K -15,015 -77%
DADC
221
D.A. Davidson & Co
Montana
$217K -$156K -3,144 -42%
RJFSA
222
Raymond James Financial Services Advisors
Florida
$217K +$217K +4,382 New
MIH
223
Meitav Investment House
Israel
$216K +$216K +4,378 New
Osaic Holdings
224
Osaic Holdings
Arizona
$186K -$2.55M -51,761 -93%
NFSG
225
Newbridge Financial Services Group
Florida
$169K +$169K +3,410 New
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