Smartsheet Inc.
SMAR
SMAR was delisted on the 21st of January, 2025.
275 hedge funds and large institutions have $5.78B invested in Smartsheet Inc. in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 42 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 71
50% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 42
31% more call options, than puts
Call options by funds: $82.1M | Put options by funds: $62.8M
7% more funds holding
Funds holding: 256 → 275 (+19)
3.12% less ownership
Funds ownership: 99.99% → 96.87% (-3.1%)
5% less capital invested
Capital invested by funds: $6.1B → $5.78B (-$320M)
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$98M |
| 2 |
NPCM
North Peak Capital Management
New York
|
+$58.3M |
| 3 |
DCP
D1 Capital Partners
New York
|
+$55M |
| 4 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
+$49.6M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$39.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$285M |
| 2 |
Morgan Stanley
New York
|
-$94.5M |
| 3 |
BlackRock
New York
|
-$75.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$44.6M |
| 5 |
1WCM
12 West Capital Management
New York
|
-$43.5M |
SMAR Hedge Fund Activity: Q3 2020 in Review
275 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2020, worth a combined $5.78B — down 5.2% from $6.1B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SMAR positions and 42 closed out — a net gain of 21 holders — while 117 added to existing stakes and 71 trimmed.
The largest buyer was Champlain Investment Partners, adding an estimated $98M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $285M sold.
- 275 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2020, up from 256 in Q2 2020.
- Funds reported $5.78B of Smartsheet Inc. stock for Q3 2020, down 5.2% quarter-over-quarter.
- 63 funds opened new Smartsheet Inc. positions in Q3 2020 and 42 closed out, a net change of +21 holders.
- The largest Smartsheet Inc. buyer in Q3 2020 was Champlain Investment Partners, an estimated $98M added.
- The largest Smartsheet Inc. seller in Q3 2020 was Whale Rock Capital Management, an estimated $285M sold.
Based on aggregated 13F filings for Q3 2020.