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SMAR

Smartsheet Inc.

Delisted

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

78 hedge funds and large institutions have $1.35B invested in Smartsheet Inc. in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1.11B → $1.35B (+$239M)

20% more funds holding

Funds holding: 6578 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
19
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$898M
SP
2
Summit Partners
Massachusetts
$75.3M
Alkeon Capital Management
3
Alkeon Capital Management
New York
$55.8M
Capital World Investors
4
Capital World Investors
California
$36.3M -$19.7M -738,500 -39%
Capital International Investors
5
Capital International Investors
California
$32.4M +$27.6M +1,035,000 New
BlackRock
6
BlackRock
New York
$23.5M +$1.93M +72,383 +11%
JP Morgan Chase
7
JP Morgan Chase
New York
$22.2M -$11.4M -426,161 -37%
WRCM
8
Whale Rock Capital Management
Massachusetts
$20M +$17M +639,153 New
Morgan Stanley
9
Morgan Stanley
New York
$18.5M +$14.4M +538,853 +1,011%
Vanguard Group
10
Vanguard Group
Pennsylvania
$18.4M +$2.24M +83,956 +17%
Federated Hermes
11
Federated Hermes
Pennsylvania
$14.1M
CGI
12
CI Global Investments
California
$12.5M +$10.6M +398,542 New
DIG
13
Dragoneer Investment Group
California
$11.1M -$6.66M -250,000 -41%
DCM
14
Driehaus Capital Management
Illinois
$9.39M +$3.5M +131,355 +78%
PC
15
Pier Capital
Connecticut
$9.17M -$1.12M -42,167 -13%
KIP
16
Kayak Investment Partners
California
$8.62M +$394K +14,800 +6%
SIM
17
Spark Investment Management
New York
$8.03M +$3.51M +131,728 +105%
ClearBridge Investments
18
ClearBridge Investments
New York
$7.55M +$87.7K +3,290 +1%
FAM
19
Fred Alger Management
New York
$6.92M +$2.94M +110,351 +99%
Principal Financial Group
20
Principal Financial Group
Iowa
$6.65M +$10.6K +398 +0.2%
Franklin Resources
21
Franklin Resources
California
$6.3M -$2.66K -100 -0%
HI
22
HBK Investments
Texas
$6.25M -$133K -5,000 -2%
HCM
23
Hodges Capital Management
Texas
$4.95M +$4.22M +158,235 New
Millennium Management
24
Millennium Management
New York
$4.34M +$3.19M +119,610 +621%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.21M +$231K +8,688 +9%

SMAR Hedge Fund Activity: Q3 2018 in Review

78 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2018, worth a combined $1.35B — up 21% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMAR positions and 17 closed out — a net gain of 13 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $27.6M. The largest seller was Capital World Investors, cutting an estimated $19.7M.

  • 78 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2018, up from 65 in Q2 2018.
  • Funds reported $1.35B of Smartsheet Inc. stock for Q3 2018, up 21% quarter-over-quarter.
  • 30 funds opened new Smartsheet Inc. positions in Q3 2018 and 17 closed out, a net change of +13 holders.
  • The largest Smartsheet Inc. buyer in Q3 2018 was Capital International Investors, an estimated $27.6M added.
  • The largest Smartsheet Inc. seller in Q3 2018 was Capital World Investors, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2018.