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SMAR

Smartsheet Inc.

Delisted

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

322 hedge funds and large institutions have $6.25B invested in Smartsheet Inc. in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

10% less funds holding

Funds holding: 359322 (-37)

19% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $36.5M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

29% less capital invested

Capital invested by funds: $8.83B → $6.25B (-$2.58B)

46% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 74

Holders
322
Holders Change
-37
Holders Change %
-10.31%
% of All Funds
5.08%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
40
Increased
129
Reduced
107
Closed
74
Calls
$29.4M
Puts
$36.5M
Net Calls
-$7.04M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
201
RBF Capital
California
$533K -$28.6K -500 -5%
EAM
202
Evanson Asset Management
California
$526K +$6K +105 +1%
TC
203
TownSquare Capital
Utah
$520K +$86.1K +1,507 +19%
MSRPS
204
Maryland State Retirement & Pension System
Maryland
$511K
BCI
205
Brinker Capital Investments
Pennsylvania
$508K -$10.2K -179 -2%
CC
206
Corton Capital
Ontario, Canada
$507K +$529K +9,257 New
BCM
207
Bayesian Capital Management
New York
$498K +$171K +3,000 +49%
SAM
208
Shell Asset Management
Netherlands
$490K -$75.6K -1,324 -13%
VFA
209
Values First Advisors
Tennessee
$477K +$17K +298 +4%
Truist Financial
210
Truist Financial
North Carolina
$476K -$89.9K -1,574 -15%
GGHC
211
Gilder Gagnon Howe & Co
New York
$462K -$162K -2,841 -25%
EMG
212
ETF Managers Group
New Jersey
$461K -$124K -2,179 -21%
FRM
213
Fox Run Management
Connecticut
$456K +$215K +3,766 +82%
TRCT
214
Tower Research Capital (TRC)
New York
$450K +$86.4K +1,513 +23%
Deutsche Bank
215
Deutsche Bank
Germany
$446K -$23.2K -406 -5%
PCTC
216
Perkins Coie Trust Company
Washington
$445K
YC
217
Yarbrough Capital
Tennessee
$444K +$79.8K +1,397 +21%
LCS
218
Levin Capital Strategies
New York
$438K +$171K +3,000 +60%
1C
219
1623 Capital
Virginia
$436K -$346K -6,062 -43%
UBS Group
220
UBS Group
Switzerland
$435K -$424K -7,416 -48%
Osaic Holdings
221
Osaic Holdings
Arizona
$433K -$80.5K -1,410 -15%
MIM
222
MetLife Investment Management
New Jersey
$431K +$449K +7,861 New
Creative Planning
223
Creative Planning
Kansas
$428K -$164K -2,869 -27%
VI
224
Versor Investments
New York
$411K +$242K +4,239 +130%
PAMS
225
Pictet Asset Management (Switzerland)
Switzerland
$398K

SMAR Hedge Fund Activity: Q1 2022 in Review

322 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2022, worth a combined $6.25B — down 29% from $8.83B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SMAR and 40 opened new positions — a net loss of 34 holders — while 107 trimmed existing stakes and 129 added.

The largest buyer was Capital World Investors, adding an estimated $88.1M. The largest seller was Foxhaven Asset Management, exiting entirely with an estimated $189M sold.

  • 322 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $6.25B of Smartsheet Inc. stock for Q1 2022, down 29% quarter-over-quarter.
  • 40 funds opened new Smartsheet Inc. positions in Q1 2022 and 74 closed out, a net change of -34 holders.
  • The largest Smartsheet Inc. buyer in Q1 2022 was Capital World Investors, an estimated $88.1M added.
  • The largest Smartsheet Inc. seller in Q1 2022 was Foxhaven Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2022.