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SMAR

Smartsheet Inc.

Delisted

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

319 hedge funds and large institutions have $7.95B invested in Smartsheet Inc. in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

121% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $26.9M

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more funds holding

Funds holding: 278319 (+41)

13% more capital invested

Capital invested by funds: $7.06B → $7.95B (+$893M)

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
76
Increased
133
Reduced
70
Closed
32
Calls
$59.5M
Puts
$26.9M
Net Calls
+$32.5M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
201
Jane Street
New York
$546K -$751K -12,030 -61%
VA
202
Valmark Advisers
Ohio
$532K +$16.5K +265 +4%
PAMU
203
Pictet Asset Management (UK)
United Kingdom
$528K -$68.7K -1,100 -13%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$519K +$60.7K +973 +16%
ACM
205
Adalta Capital Management
New York
$516K
Man Group
206
Man Group
United Kingdom
$511K -$2.12M -33,974 -83%
XT
207
XTX Topco
Cayman Islands
$507K +$437K +7,005 New
FAM
208
Fulcrum Asset Management
United Kingdom
$502K
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$493K -$81.6K -1,308 -16%
FFWA
210
FRG Family Wealth Advisors
Washington
$490K
AWS
211
AJ Wealth Strategies
New York
$481K +$43.7K +700 +12%
SCA
212
Spearhead Capital Advisors
Florida
$459K +$56.4K +904 +17%
ProShare Advisors
213
ProShare Advisors
Maryland
$458K +$29.7K +476 +8%
IMRF
214
Illinois Municipal Retirement Fund
Illinois
$449K
URS
215
Utah Retirement Systems
Utah
$448K +$18.7K +300 +5%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$446K +$257K +4,112 +200%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$437K -$2.31M -37,042 -86%
TCM
218
Teza Capital Management
Illinois
$436K +$377K +6,033 New
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$428K -$223K -3,568 -38%
SM
220
Sciencast Management
New Jersey
$414K +$349K +5,585 New
Truist Financial
221
Truist Financial
North Carolina
$382K +$329K +5,274 New
PRC
222
Pearl River Capital
Michigan
$380K +$328K +5,250 New
AWM
223
Aevitas Wealth Management
Massachusetts
$359K
DA
224
Duality Advisers
Florida
$350K +$302K +4,839 New
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$326K

SMAR Hedge Fund Activity: Q2 2021 in Review

319 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2021, worth a combined $7.95B — up 13% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMAR positions and 32 closed out — a net gain of 44 holders — while 133 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $229M sold.

  • 319 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $7.95B of Smartsheet Inc. stock for Q2 2021, up 13% quarter-over-quarter.
  • 76 funds opened new Smartsheet Inc. positions in Q2 2021 and 32 closed out, a net change of +44 holders.
  • The largest Smartsheet Inc. buyer in Q2 2021 was JP Morgan Chase, an estimated $92.8M added.
  • The largest Smartsheet Inc. seller in Q2 2021 was Whale Rock Capital Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2021.