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SMAR

Smartsheet Inc.

Delisted

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

233 hedge funds and large institutions have $3.14B invested in Smartsheet Inc. in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $19.1M

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

5% more funds holding

Funds holding: 221233 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

24% less capital invested

Capital invested by funds: $4.14B → $3.14B (-$992M)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
62
Increased
89
Reduced
53
Closed
49
Calls
$43.6M
Puts
$19.1M
Net Calls
+$24.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$289M +$59.9M +1,257,279 +19%
WRCM
2
Whale Rock Capital Management
Massachusetts
$202M +$26.9M +563,954 +11%
Capital World Investors
3
Capital World Investors
California
$183M +$72.1M +1,513,354 +42%
BlackRock
4
BlackRock
New York
$176M +$16.5M +346,424 +8%
Tiger Global Management
5
Tiger Global Management
New York
$159M +$103M +2,163,474 +96%
First Trust Advisors
6
First Trust Advisors
Illinois
$135M +$154M +3,230,070 +625%
1WCM
7
12 West Capital Management
New York
$120M +$88.6M +1,860,000 +126%
ACA
8
Abdiel Capital Advisors
New York
$103M +$29.3M +614,880 +27%
Morgan Stanley
9
Morgan Stanley
New York
$99.6M -$85.8M -1,800,399 -39%
AllianceBernstein
10
AllianceBernstein
Tennessee
$90M +$28M +587,759 +31%
Alkeon Capital Management
11
Alkeon Capital Management
New York
$80.7M +$14.3M +300,000 +15%
JP Morgan Chase
12
JP Morgan Chase
New York
$78.5M -$32.4M -679,312 -24%
VM
13
Valinor Management
New York
$62.3M +$58.4M +1,226,950 +244%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$50.7M +$21.5M +451,947 +47%
Deutsche Bank
15
Deutsche Bank
Germany
$50.5M +$9.14M +191,924 +16%
Citadel Advisors
16
Citadel Advisors
Florida
$48.6M -$13.1M -274,881 -17%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$44.4M +$13.7M +286,898 +30%
State Street
18
State Street
Massachusetts
$41.1M +$5.86M +123,106 +12%
TCM
19
TimesSquare Capital Management
New York
$39.8M +$5.96M +125,100 +13%
EAM
20
Eventide Asset Management
Massachusetts
$35.1M +$46.4M +975,000 New
Goldman Sachs
21
Goldman Sachs
New York
$34.2M +$32.2M +675,185 +246%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$33.2M +$3.36M +70,440 +8%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$32.6M +$28.9M +606,218 +204%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$31.7M +$6.42M +134,890 +18%
EC
25
EMS Capital
New York
$31.3M +$6.59M +138,381 +19%

SMAR Hedge Fund Activity: Q3 2019 in Review

233 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2019, worth a combined $3.14B — down 24% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SMAR positions and 49 closed out — a net gain of 13 holders — while 89 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $154M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $500M sold.

  • 233 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2019, up from 221 in Q2 2019.
  • Funds reported $3.14B of Smartsheet Inc. stock for Q3 2019, down 24% quarter-over-quarter.
  • 62 funds opened new Smartsheet Inc. positions in Q3 2019 and 49 closed out, a net change of +13 holders.
  • The largest Smartsheet Inc. buyer in Q3 2019 was First Trust Advisors, an estimated $154M added.
  • The largest Smartsheet Inc. seller in Q3 2019 was Insight Holdings Group, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2019.