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SMAR

Smartsheet Inc.

Delisted

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

320 hedge funds and large institutions have $7.57B invested in Smartsheet Inc. in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

12% more call options, than puts

Call options by funds: $53M | Put options by funds: $47.2M

0% more funds holding

Funds holding: 319320 (+1)

5% less capital invested

Capital invested by funds: $7.95B → $7.57B (-$386M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
5.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
46
Increased
121
Reduced
96
Closed
41
Calls
$53M
Puts
$47.2M
Net Calls
+$5.75M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$998M +$29.9M +406,264 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$754M +$1M +13,666 +0.1%
BCM
3
Brown Capital Management
Maryland
$504M -$10.8M -146,654 -2%
BlackRock
4
BlackRock
New York
$368M +$7.1M +96,527 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$242M +$23.2M +315,057 +10%
FAM
6
Fred Alger Management
New York
$235M +$89M +1,209,903 +55%
Alkeon Capital Management
7
Alkeon Capital Management
New York
$227M -$700K -9,518 -0.3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$213M +$3.91M +53,125 +2%
DAM
9
Dorsey Asset Management
Illinois
$191M -$31.5M -428,304 -13%
TCM
10
TimesSquare Capital Management
New York
$134M -$5.73M -77,940 -4%
CIP
11
Champlain Investment Partners
Vermont
$125M -$75.2M -1,022,992 -36%
State Street
12
State Street
Massachusetts
$124M +$3.53M +47,974 +3%
Goldman Sachs
13
Goldman Sachs
New York
$121M +$8.81M +119,779 +7%
FAM
14
Foxhaven Asset Management
Virginia
$118M -$42.1M -572,384 -25%
Citadel Advisors
15
Citadel Advisors
Florida
$114M +$7.24M +98,453 +6%
Capital International Investors
16
Capital International Investors
California
$105M
Capital Research Global Investors
17
Capital Research Global Investors
California
$102M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$100M +$5.7M +77,580 +6%
1WCM
19
12 West Capital Management
New York
$97.2M
ClearBridge Investments
20
ClearBridge Investments
New York
$96.3M -$93.9K -1,277 -0.1%
TCG
21
Tremblant Capital Group
Florida
$86.7M +$23.1M +314,039 +33%
Norges Bank
22
Norges Bank
Norway
$81.6M -$2.4M -32,582 -3%
Allianz Asset Management
23
Allianz Asset Management
Germany
$80.7M +$71M +965,757 +465%
Federated Hermes
24
Federated Hermes
Pennsylvania
$79M +$31.6M +430,378 +60%
DCM
25
Dorsal Capital Management
California
$72.3M +$3.68M +50,000 +5%

SMAR Hedge Fund Activity: Q3 2021 in Review

320 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2021, worth a combined $7.57B — down 4.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SMAR positions and 41 closed out — a net gain of 5 holders — while 121 added to existing stakes and 96 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $89M. The largest seller was Champlain Investment Partners, cutting an estimated $75.2M.

  • 320 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $7.57B of Smartsheet Inc. stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 46 funds opened new Smartsheet Inc. positions in Q3 2021 and 41 closed out, a net change of +5 holders.
  • The largest Smartsheet Inc. buyer in Q3 2021 was Fred Alger Management, an estimated $89M added.
  • The largest Smartsheet Inc. seller in Q3 2021 was Champlain Investment Partners, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2021.