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SMAR

Smartsheet Inc.

Delisted

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

359 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 99

17% more capital invested

Capital invested by funds: $7.57B → $8.83B (+$1.27B)

12% more funds holding

Funds holding: 320359 (+39)

10% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $72.3M

Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
32
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
201
Nomura Holdings
Japan
$863K -$164K -2,352 -17%
JG
202
Jefferies Group
New York
$852K -$17.5K -250 -2%
Creative Planning
203
Creative Planning
Kansas
$827K -$262K -3,752 -26%
EMG
204
ETF Managers Group
New Jersey
$819K -$91.2K -1,306 -11%
UCFA
205
United Capital Financial Advisors
Texas
$813K
Truist Financial
206
Truist Financial
North Carolina
$795K -$7.05K -101 -1%
SAM
207
Shell Asset Management
Netherlands
$795K +$3.14K +45 +0.4%
Los Angeles Capital Management
208
Los Angeles Capital Management
California
$795K +$415K +5,942 +137%
ESCM
209
Echo Street Capital Management
New York
$791K +$316K +4,519 +79%
BM
210
Brandywine Managers
Delaware
$790K
SRAM
211
Spouting Rock Asset Management
Pennsylvania
$786K +$709K +10,150 New
RC
212
RBF Capital
California
$775K +$699K +10,000 New
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$765K +$137K +1,966 +25%
KIA
214
KCM Investment Advisors
California
$758K -$89.9K -1,287 -12%
CF
215
CNA Financial
Illinois
$747K -$333K -4,760 -33%
EAM
216
Evanson Asset Management
California
$736K
BCI
217
Brinker Capital Investments
Pennsylvania
$732K -$25.9K -371 -4%
Osaic Holdings
218
Osaic Holdings
Arizona
$731K +$14.4K +206 +2%
MSRPS
219
Maryland State Retirement & Pension System
Maryland
$722K +$57.3K +820 +10%
ProShare Advisors
220
ProShare Advisors
Maryland
$721K +$186K +2,660 +40%
Deutsche Bank
221
Deutsche Bank
Germany
$663K +$32.6K +466 +6%
VFA
222
Values First Advisors
Tennessee
$651K +$58.5K +838 +11%
PCTC
223
Perkins Coie Trust Company
Washington
$630K -$17K -244 -3%
MLICM
224
Metropolitan Life Insurance Company (MetLife)
New York
$626K +$1.96K +28 +0.3%
TC
225
TownSquare Capital
Utah
$617K +$184K +2,631 +49%

SMAR Hedge Fund Activity: Q4 2021 in Review

359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2021, worth a combined $8.83B — up 17% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 32 closed out — a net gain of 42 holders — while 139 added to existing stakes and 99 trimmed.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $203M. The largest seller was AllianceBernstein, cutting an estimated $60.4M.

  • 359 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $8.83B of Smartsheet Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2021 and 32 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2021 was North Peak Capital Management, an estimated $203M added.
  • The largest Smartsheet Inc. seller in Q4 2021 was AllianceBernstein, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2021.