We are live on ! Find out more
SMAR

Smartsheet Inc.

Delisted

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

278 hedge funds and large institutions have $7.06B invested in Smartsheet Inc. in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $48M | Put options by funds: $27.7M

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

7% less capital invested

Capital invested by funds: $7.55B → $7.06B (-$495M)

12% less funds holding

Funds holding: 315278 (-37)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 72

Holders
278
Holders Change
-37
Holders Change %
-11.75%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
37
Increased
118
Reduced
89
Closed
72
Calls
$48M
Puts
$27.7M
Net Calls
+$20.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
201
AJ Wealth Strategies
New York
$380K
URS
202
Utah Retirement Systems
Utah
$377K +$7K +100 +2%
ProShare Advisors
203
ProShare Advisors
Maryland
$375K +$29.5K +422 +8%
Osaic Holdings
204
Osaic Holdings
Arizona
$372K -$21.6K -309 -5%
SCA
205
Spearhead Capital Advisors
Florida
$348K +$27.9K +399 +8%
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$345K -$336K -4,804 -47%
AWM
207
Aevitas Wealth Management
Massachusetts
$317K +$80.5K +1,150 +30%
BAIA
208
Bel Air Investment Advisors
California
$307K +$336K +4,802 New
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$288K +$38.6K +552 +14%
JG
210
Jefferies Group
New York
$288K -$2.03K -29 -0.6%
OWM
211
OneAscent Wealth Management
Alabama
$287K +$33.4K +478 +12%
1C
212
1623 Capital
Virginia
$287K +$314K +4,490 New
TCM
213
Tuttle Capital Management
Connecticut
$279K +$306K +4,367 New
FC
214
Fulcrum Capital
Washington
$278K -$52.5K -750 -15%
HSBC Holdings
215
HSBC Holdings
United Kingdom
$275K +$18.5K +264 +7%
PFA
216
Professional Financial Advisors
Nebraska
$268K +$294K +4,196 New
IRF
217
IBM Retirement Fund
New York
$251K -$12.6K -180 -4%
IFWM
218
Institute for Wealth Management
Colorado
$245K -$60.8K -869 -18%
FNBOO
219
First National Bank of Omaha
Nebraska
$223K -$29K -415 -11%
GC
220
Guggenheim Capital
Illinois
$223K -$22.3K -319 -8%
US Bancorp
221
US Bancorp
Minnesota
$220K +$4.27K +61 +2%
HighTower Advisors
222
HighTower Advisors
Illinois
$216K +$235K +3,362 New
Comerica Bank
223
Comerica Bank
Texas
$215K -$2.55M -36,494 -91%
Macquarie Group
224
Macquarie Group
Australia
$203K -$117K -1,668 -34%
LSA
225
Leonteq Securities AG
Switzerland
$192K +$140K +2,000 +200%

SMAR Hedge Fund Activity: Q1 2021 in Review

278 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2021, worth a combined $7.06B — down 6.5% from $7.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMAR and 37 opened new positions — a net loss of 35 holders — while 89 trimmed existing stakes and 118 added.

The largest buyer was Dorsey Asset Management, adding an estimated $100M. The largest seller was 12 West Capital Management, cutting an estimated $149M.

  • 278 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2021, down from 315 in Q4 2020.
  • Funds reported $7.06B of Smartsheet Inc. stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 37 funds opened new Smartsheet Inc. positions in Q1 2021 and 72 closed out, a net change of -35 holders.
  • The largest Smartsheet Inc. buyer in Q1 2021 was Dorsey Asset Management, an estimated $100M added.
  • The largest Smartsheet Inc. seller in Q1 2021 was 12 West Capital Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.