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SMAR

Smartsheet Inc.

Delisted

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

319 hedge funds and large institutions have $7.95B invested in Smartsheet Inc. in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

121% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $26.9M

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more funds holding

Funds holding: 278319 (+41)

13% more capital invested

Capital invested by funds: $7.06B → $7.95B (+$893M)

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
76
Increased
133
Reduced
70
Closed
32
Calls
$59.5M
Puts
$26.9M
Net Calls
+$32.5M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.02B +$3.63M +58,091 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$791M +$16.6M +266,130 +2%
BCM
3
Brown Capital Management
Maryland
$540M +$53.3M +853,946 +13%
BlackRock
4
BlackRock
New York
$380M -$19.3M -309,084 -6%
Alkeon Capital Management
5
Alkeon Capital Management
New York
$239M +$30.9M +494,710 +18%
DAM
6
Dorsey Asset Management
Illinois
$232M +$30M +481,400 +18%
JP Morgan Chase
7
JP Morgan Chase
New York
$231M +$92.8M +1,486,732 +87%
AllianceBernstein
8
AllianceBernstein
Tennessee
$220M +$14.5M +231,599 +8%
CIP
9
Champlain Investment Partners
Vermont
$205M +$971K +15,555 +0.6%
FAM
10
Foxhaven Asset Management
Virginia
$166M -$28M -448,452 -16%
FAM
11
Fred Alger Management
New York
$160M +$74M +1,186,447 +116%
TCM
12
TimesSquare Capital Management
New York
$146M +$5.49M +87,900 +5%
State Street
13
State Street
Massachusetts
$127M +$20.5M +328,991 +23%
Goldman Sachs
14
Goldman Sachs
New York
$118M +$67M +1,074,006 +192%
Citadel Advisors
15
Citadel Advisors
Florida
$113M +$19.1M +305,726 +24%
Capital International Investors
16
Capital International Investors
California
$110M -$108K -1,726 -0.1%
Capital Research Global Investors
17
Capital Research Global Investors
California
$107M -$15.6M -249,396 -14%
1WCM
18
12 West Capital Management
New York
$102M
ClearBridge Investments
19
ClearBridge Investments
New York
$101M +$5.61M +89,817 +7%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$100M +$86.6M +1,388,408 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$99.6M +$3.38M +54,105 +4%
Morgan Stanley
22
Morgan Stanley
New York
$98.1M -$25.3M -404,858 -23%
Norges Bank
23
Norges Bank
Norway
$88.1M -$3.48M -55,700 -4%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$86.4M +$6.98M +111,876 +10%
Invesco
25
Invesco
Georgia
$74M +$4.29M +68,726 +7%

SMAR Hedge Fund Activity: Q2 2021 in Review

319 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2021, worth a combined $7.95B — up 13% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMAR positions and 32 closed out — a net gain of 44 holders — while 133 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $229M sold.

  • 319 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $7.95B of Smartsheet Inc. stock for Q2 2021, up 13% quarter-over-quarter.
  • 76 funds opened new Smartsheet Inc. positions in Q2 2021 and 32 closed out, a net change of +44 holders.
  • The largest Smartsheet Inc. buyer in Q2 2021 was JP Morgan Chase, an estimated $92.8M added.
  • The largest Smartsheet Inc. seller in Q2 2021 was Whale Rock Capital Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2021.