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SMAR

Smartsheet Inc.

Delisted

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

320 hedge funds and large institutions have $7.57B invested in Smartsheet Inc. in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

12% more call options, than puts

Call options by funds: $53M | Put options by funds: $47.2M

0% more funds holding

Funds holding: 319320 (+1)

5% less capital invested

Capital invested by funds: $7.95B → $7.57B (-$386M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
5.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
46
Increased
121
Reduced
96
Closed
41
Calls
$53M
Puts
$47.2M
Net Calls
+$5.75M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$636K -$815K -11,087 -55%
1C
202
1623 Capital
Virginia
$630K +$36.8K +500 +6%
TI
203
Trexquant Investment
Connecticut
$595K +$635K +8,642 New
MSRPS
204
Maryland State Retirement & Pension System
Maryland
$592K
PC
205
Provenire Capital
Minnesota
$592K +$632K +8,598 New
PCTC
206
Perkins Coie Trust Company
Washington
$576K
YIH
207
Y-Intercept (HK)
Hong Kong
$559K +$597K +8,117 New
Deutsche Bank
208
Deutsche Bank
Germany
$556K +$14.3K +195 +2%
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$554K -$19.4K -264 -3%
PAMS
210
Pictet Asset Management (Switzerland)
Switzerland
$554K +$592K +8,055 New
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$544K +$128K +1,745 +28%
Mirae Asset Global Investments
212
Mirae Asset Global Investments
South Korea
$526K +$60.8K +827 +12%
VFA
213
Values First Advisors
Tennessee
$521K -$75.4K -1,026 -12%
VA
214
Valmark Advisers
Ohio
$519K +$14.3K +194 +3%
SG Americas Securities
215
SG Americas Securities
New York
$511K -$4.65M -63,254 -89%
ACM
216
Adalta Capital Management
New York
$491K
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$490K +$88.2K +1,200 +20%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$474K -$21.2K -288 -4%
APP
219
Alpha Paradigm Partners
Illinois
$470K +$502K +6,831 New
FFWA
220
FRG Family Wealth Advisors
Washington
$466K
AWS
221
AJ Wealth Strategies
New York
$458K
ProShare Advisors
222
ProShare Advisors
Maryland
$458K +$23.4K +318 +5%
SCA
223
Spearhead Capital Advisors
Florida
$436K -$662 -9 -0.1%
URS
224
Utah Retirement Systems
Utah
$434K +$7.35K +100 +2%
IMRF
225
Illinois Municipal Retirement Fund
Illinois
$427K

SMAR Hedge Fund Activity: Q3 2021 in Review

320 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2021, worth a combined $7.57B — down 4.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SMAR positions and 41 closed out — a net gain of 5 holders — while 121 added to existing stakes and 96 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $89M. The largest seller was Champlain Investment Partners, cutting an estimated $75.2M.

  • 320 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $7.57B of Smartsheet Inc. stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 46 funds opened new Smartsheet Inc. positions in Q3 2021 and 41 closed out, a net change of +5 holders.
  • The largest Smartsheet Inc. buyer in Q3 2021 was Fred Alger Management, an estimated $89M added.
  • The largest Smartsheet Inc. seller in Q3 2021 was Champlain Investment Partners, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2021.