We are live on ! Find out more
SMAR

Smartsheet Inc.

Delisted

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

256 hedge funds and large institutions have $6.1B invested in Smartsheet Inc. in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 101 increasing their positions, 53 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 38

91% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 53

37% more capital invested

Capital invested by funds: $4.46B → $6.1B (+$1.63B)

30% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $31.9M

21% more funds holding

Funds holding: 212256 (+44)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
256
Holders Change
+44
Holders Change %
+20.75%
% of All Funds
5.25%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
101
Reduced
53
Closed
38
Calls
$41.4M
Puts
$31.9M
Net Calls
+$9.55M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$725M -$6.41M -125,972 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$494M +$32.5M +638,896 +7%
BlackRock
3
BlackRock
New York
$360M +$74.6M +1,464,589 +26%
WRCM
4
Whale Rock Capital Management
Massachusetts
$285M -$1.1M -21,663 -0.4%
BCM
5
Brown Capital Management
Maryland
$276M +$126M +2,472,999 +84%
Coatue Management
6
Coatue Management
New York
$256M -$26.7M -525,315 -9%
1WCM
7
12 West Capital Management
New York
$226M
Tiger Global Management
8
Tiger Global Management
New York
$211M
FAM
9
Foxhaven Asset Management
Virginia
$191M +$39.5M +776,617 +26%
First Trust Advisors
10
First Trust Advisors
Illinois
$181M +$18.6M +366,074 +11%
ACA
11
Abdiel Capital Advisors
New York
$156M
Capital International Investors
12
Capital International Investors
California
$128M +$15M +293,810 +13%
Alkeon Capital Management
13
Alkeon Capital Management
New York
$119M -$43.3M -850,000 -27%
DCP
14
D1 Capital Partners
New York
$117M +$117M +2,303,338 New
Morgan Stanley
15
Morgan Stanley
New York
$115M -$21.1M -415,340 -15%
JP Morgan Chase
16
JP Morgan Chase
New York
$115M +$40.9M +803,237 +55%
AllianceBernstein
17
AllianceBernstein
Tennessee
$101M -$33.7M -662,232 -25%
CIP
18
Champlain Investment Partners
Vermont
$96.3M +$96.3M +1,891,996 New
Capital Research Global Investors
19
Capital Research Global Investors
California
$86.6M +$20.7M +405,833 +31%
DAM
20
Dorsey Asset Management
Illinois
$83.3M +$83.2M +1,635,037 New
FAM
21
Fred Alger Management
New York
$72.2M +$67.7M +1,329,370 +1,503%
State Street
22
State Street
Massachusetts
$66.7M +$6.77M +133,070 +11%
Norges Bank
23
Norges Bank
Norway
$62.9M
AIM
24
Artemis Investment Management
United Kingdom
$59.7M +$46.9M +920,903 +368%
Invesco
25
Invesco
Georgia
$59.3M +$58.3M +1,145,992 +6,408%

SMAR Hedge Fund Activity: Q2 2020 in Review

256 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2020, worth a combined $6.1B — up 37% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SMAR positions and 38 closed out — a net gain of 45 holders — while 101 added to existing stakes and 53 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $126M. The largest seller was T. Rowe Price Associates, cutting an estimated $117M.

  • 256 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2020, up from 212 in Q1 2020.
  • Funds reported $6.1B of Smartsheet Inc. stock for Q2 2020, up 37% quarter-over-quarter.
  • 83 funds opened new Smartsheet Inc. positions in Q2 2020 and 38 closed out, a net change of +45 holders.
  • The largest Smartsheet Inc. buyer in Q2 2020 was Brown Capital Management, an estimated $126M added.
  • The largest Smartsheet Inc. seller in Q2 2020 was T. Rowe Price Associates, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2020.