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SMAR

Smartsheet Inc.
SMAR

Delisted

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

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7 hedge funds and large institutions have $323K invested in Smartsheet Inc. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 359 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 367 → 7 (-360)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 359

100% less funds holding in top 10

Funds holding in top 10: 35 → 0 (-35)

100% less capital invested

Capital invested by funds: $7.78B → $323K (-$7.78B)

Holders
7
Holders Change
-360
Holders Change %
-98.09%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
359
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$73.8K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.19K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$798M
2
BlackRock
BlackRock
New York
-$547M
3
PCM
Pentwater Capital Management
Florida
-$501M
4
UBS Group
UBS Group
Switzerland
-$432M
5
HI
HBK Investments
Texas
-$385M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pictet Asset Management
201
Pictet Asset Management
Switzerland
– -$1.05M -18,745 Closed
Walleye Capital
202
Walleye Capital
New York
– -$1.04M -18,482 Closed
X
203
Xponance
Pennsylvania
– -$1.01M -18,032 Closed
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
– -$1.01M -17,977 Closed
Teacher Retirement System of Texas
205
Teacher Retirement System of Texas
Texas
– -$963K -17,192 Closed
Creative Planning
206
Creative Planning
Kansas
– -$962K -17,161 Closed
A
207
AlphaQuest
New York
– -$957K -17,086 Closed
Two Sigma Investments
208
Two Sigma Investments
New York
– -$947K -16,910 Closed
Wells Fargo
209
Wells Fargo
California
– -$939K -16,752 Closed
KPF
210
K2 Principal Fund
Ontario, Canada
– -$882K -15,746 Closed
AFA
211
Abacus FCF Advisors
Florida
– -$877K -15,646 Closed
LIP
212
Lighthouse Investment Partners
Florida
– -$852K -15,204 Closed
MFG
213
Merit Financial Group
Georgia
– -$809K -14,437 Closed
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
– -$809K -14,435 Closed
OTL
215
Oak Thistle LLC
New York
– -$798K -14,238 Closed
GCP
216
GSA Capital Partners
United Kingdom
– -$788K -14,072 Closed
Fidelity Investments
217
Fidelity Investments
Massachusetts
– -$783K -13,971 Closed
ECM
218
Evergreen Capital Management
Washington
– -$764K -13,644 Closed
CIC
219
Cornercap Investment Counsel
Georgia
– -$757K -13,513 Closed
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
– -$757K -13,503 Closed
BCM
221
BCK Capital Management
Connecticut
– -$728K -13,000 Closed
LFG
222
Larson Financial Group
Missouri
– -$708K -12,643 Closed
BFM
223
Boothbay Fund Management
New York
– -$689K -12,302 Closed
PCM
224
PenderFund Capital Management
British Columbia, Canada
– -$958K -11,900 Closed
IIM
225
Ironwood Investment Management
Massachusetts
– -$652K -11,635 Closed
7 8
9
10 11

SMAR Hedge Fund Activity: Q1 2025 in Review

7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2025, worth a combined $323K — down 100% from $7.78B a quarter earlier.

Sellers outnumbered buyers: 359 funds closed out of SMAR and 1 opened new positions — a net loss of 358 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $73.8K. The largest seller was Vanguard Group, exiting entirely with an estimated $798M sold.

  • 7 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2025, down from 367 in Q4 2024.
  • Funds reported $323K of Smartsheet Inc. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Smartsheet Inc. positions in Q1 2025 and 359 closed out, a net change of -358 holders.
  • The largest Smartsheet Inc. buyer in Q1 2025 was IFP Advisors, an estimated $73.8K added.
  • The largest Smartsheet Inc. seller in Q1 2025 was Vanguard Group, an estimated $798M sold.

Based on aggregated 13F filings for Q1 2025.