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SMAR

Smartsheet Inc.

Delisted

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

315 hedge funds and large institutions have $7.55B invested in Smartsheet Inc. in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 103 increasing their positions, 93 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 42

62% more call options, than puts

Call options by funds: $143M | Put options by funds: $88.3M

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

31% more capital invested

Capital invested by funds: $5.78B → $7.55B (+$1.78B)

15% more funds holding

Funds holding: 275315 (+40)

11% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 93

Holders
315
Holders Change
+40
Holders Change %
+14.55%
% of All Funds
5.57%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.28%
New
84
Increased
103
Reduced
93
Closed
42
Calls
$143M
Puts
$88.3M
Net Calls
+$54.6M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$969M -$21.2M -362,170 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$716M +$14.9M +254,633 +3%
BCM
3
Brown Capital Management
Maryland
$430M +$1M +17,118 +0.3%
BlackRock
4
BlackRock
New York
$379M -$1.52M -25,935 -0.5%
1WCM
5
12 West Capital Management
New York
$245M
Capital International Investors
6
Capital International Investors
California
$233M +$2.36M +40,213 +1%
CIP
7
Champlain Investment Partners
Vermont
$216M -$47.1M -804,070 -21%
FAM
8
Foxhaven Asset Management
Virginia
$216M +$2.63M +44,916 +1%
ACA
9
Abdiel Capital Advisors
New York
$212M
WRCM
10
Whale Rock Capital Management
Massachusetts
$209M +$177M +3,021,318 New
First Trust Advisors
11
First Trust Advisors
Illinois
$195M -$26.4M -449,947 -14%
Alkeon Capital Management
12
Alkeon Capital Management
New York
$191M +$35.8M +610,924 +29%
AllianceBernstein
13
AllianceBernstein
Tennessee
$158M +$12M +204,724 +10%
DIG
14
Dragoneer Investment Group
California
$142M +$120M +2,046,983 New
Capital Research Global Investors
15
Capital Research Global Investors
California
$120M +$53.2K +908 +0.1%
JP Morgan Chase
16
JP Morgan Chase
New York
$112M -$43.2M -737,107 -31%
FAM
17
Fred Alger Management
New York
$106M -$5.59M -95,405 -6%
Citadel Advisors
18
Citadel Advisors
Florida
$101M +$58.2M +992,893 +216%
State Street
19
State Street
Massachusetts
$98M +$2.98M +50,867 +4%
Norges Bank
20
Norges Bank
Norway
$92.8M
DAM
21
Dorsey Asset Management
Illinois
$89.2M +$23.3M +397,203 +45%
TCM
22
TimesSquare Capital Management
New York
$88.7M -$5.4M -92,100 -7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$87.3M +$4.9M +83,561 +7%
ClearBridge Investments
24
ClearBridge Investments
New York
$85M +$2.8M +47,846 +4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$70M -$22.8M -389,384 -28%

SMAR Hedge Fund Activity: Q4 2020 in Review

315 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2020, worth a combined $7.55B — up 31% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SMAR positions and 42 closed out — a net gain of 42 holders — while 103 added to existing stakes and 93 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $177M. The largest seller was Tiger Global Management, cutting an estimated $222M.

  • 315 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2020, up from 275 in Q3 2020.
  • Funds reported $7.55B of Smartsheet Inc. stock for Q4 2020, up 31% quarter-over-quarter.
  • 84 funds opened new Smartsheet Inc. positions in Q4 2020 and 42 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2020 was Whale Rock Capital Management, an estimated $177M added.
  • The largest Smartsheet Inc. seller in Q4 2020 was Tiger Global Management, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2020.