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SMAR

Smartsheet Inc.

Delisted

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

278 hedge funds and large institutions have $7.06B invested in Smartsheet Inc. in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $48M | Put options by funds: $27.7M

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

7% less capital invested

Capital invested by funds: $7.55B → $7.06B (-$495M)

12% less funds holding

Funds holding: 315278 (-37)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 72

Holders
278
Holders Change
-37
Holders Change %
-11.75%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
37
Increased
118
Reduced
89
Closed
72
Calls
$48M
Puts
$27.7M
Net Calls
+$20.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$897M +$4.35M +62,160 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$683M +$24.5M +349,664 +3%
BCM
3
Brown Capital Management
Maryland
$423M +$29.3M +419,089 +7%
BlackRock
4
BlackRock
New York
$355M +$6.12M +87,513 +2%
WRCM
5
Whale Rock Capital Management
Massachusetts
$229M +$39.4M +563,301 +19%
ACA
6
Abdiel Capital Advisors
New York
$195M +$172K +2,455 +0.1%
CIP
7
Champlain Investment Partners
Vermont
$181M -$20.5M -292,961 -9%
AllianceBernstein
8
AllianceBernstein
Tennessee
$180M +$37.3M +533,424 +23%
Alkeon Capital Management
9
Alkeon Capital Management
New York
$180M +$4.1M +58,666 +2%
First Trust Advisors
10
First Trust Advisors
Illinois
$178M -$2.27M -32,479 -1%
FAM
11
Foxhaven Asset Management
Virginia
$175M -$26.2M -374,068 -12%
DAM
12
Dorsey Asset Management
Illinois
$174M +$100M +1,433,608 +111%
DIG
13
Dragoneer Investment Group
California
$131M
TCM
14
TimesSquare Capital Management
New York
$124M +$45.9M +656,465 +51%
Morgan Stanley
15
Morgan Stanley
New York
$113M +$83.5M +1,193,105 +210%
Capital Research Global Investors
16
Capital Research Global Investors
California
$111M +$101K +1,437 +0.1%
JP Morgan Chase
17
JP Morgan Chase
New York
$109M +$7.07M +101,105 +6%
Capital International Investors
18
Capital International Investors
California
$97.7M -$128M -1,835,121 -55%
State Street
19
State Street
Massachusetts
$91.4M +$1.15M +16,420 +1%
1WCM
20
12 West Capital Management
New York
$90.3M -$149M -2,125,000 -60%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$84.6M +$4.42M +63,177 +5%
ClearBridge Investments
22
ClearBridge Investments
New York
$83.8M +$5.84M +83,494 +7%
Norges Bank
23
Norges Bank
Norway
$81.5M -$4.53M -64,796 -5%
Citadel Advisors
24
Citadel Advisors
Florida
$80.2M -$13.8M -196,903 -14%
JCAM
25
Jericho Capital Asset Management
New York
$72.2M +$79.1M +1,130,000 New

SMAR Hedge Fund Activity: Q1 2021 in Review

278 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2021, worth a combined $7.06B — down 6.5% from $7.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMAR and 37 opened new positions — a net loss of 35 holders — while 89 trimmed existing stakes and 118 added.

The largest buyer was Dorsey Asset Management, adding an estimated $100M. The largest seller was 12 West Capital Management, cutting an estimated $149M.

  • 278 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2021, down from 315 in Q4 2020.
  • Funds reported $7.06B of Smartsheet Inc. stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 37 funds opened new Smartsheet Inc. positions in Q1 2021 and 72 closed out, a net change of -35 holders.
  • The largest Smartsheet Inc. buyer in Q1 2021 was Dorsey Asset Management, an estimated $100M added.
  • The largest Smartsheet Inc. seller in Q1 2021 was 12 West Capital Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.