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SMAR

Smartsheet Inc.

Delisted

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

359 hedge funds and large institutions have $8.83B invested in Smartsheet Inc. in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 99

17% more capital invested

Capital invested by funds: $7.57B → $8.83B (+$1.27B)

12% more funds holding

Funds holding: 320359 (+39)

10% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $72.3M

Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
74
Increased
139
Reduced
99
Closed
32
Calls
$79.6M
Puts
$72.3M
Net Calls
+$7.3M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.07B -$51.1M -730,954 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$872M +$21.1M +302,386 +3%
BCM
3
Brown Capital Management
Maryland
$538M -$26.9M -384,855 -5%
BlackRock
4
BlackRock
New York
$425M +$9.78M +140,053 +3%
Alkeon Capital Management
5
Alkeon Capital Management
New York
$255M
FAM
6
Fred Alger Management
New York
$255M -$8.81M -126,081 -4%
NPCM
7
North Peak Capital Management
New York
$225M +$203M +2,899,059 New
DAM
8
Dorsey Asset Management
Illinois
$217M +$2.2M +31,563 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$216M -$50.1M -717,438 -20%
FAM
10
Foxhaven Asset Management
Virginia
$189M +$49.9M +714,407 +42%
AllianceBernstein
11
AllianceBernstein
Tennessee
$173M -$60.4M -864,382 -28%
TCM
12
TimesSquare Capital Management
New York
$151M +$645K +9,230 +0.5%
Citadel Advisors
13
Citadel Advisors
Florida
$148M +$17.4M +249,029 +15%
Goldman Sachs
14
Goldman Sachs
New York
$147M +$9.69M +138,732 +8%
State Street
15
State Street
Massachusetts
$142M +$1.51M +21,625 +1%
CIP
16
Champlain Investment Partners
Vermont
$140M -$979K -14,010 -0.8%
Federated Hermes
17
Federated Hermes
Pennsylvania
$137M +$43.8M +626,600 +55%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$117M +$3.48M +49,807 +3%
Capital Research Global Investors
19
Capital Research Global Investors
California
$115M
TCG
20
Tremblant Capital Group
Florida
$112M +$12.7M +181,866 +14%
1WCM
21
12 West Capital Management
New York
$109M
ClearBridge Investments
22
ClearBridge Investments
New York
$108M -$230K -3,286 -0.2%
Norges Bank
23
Norges Bank
Norway
$100M +$7.37M +105,517 +9%
Millennium Management
24
Millennium Management
New York
$95.9M +$18.6M +265,615 +27%
DCM
25
Dorsal Capital Management
California
$89.1M +$6.99M +100,000 +10%

SMAR Hedge Fund Activity: Q4 2021 in Review

359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2021, worth a combined $8.83B — up 17% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 32 closed out — a net gain of 42 holders — while 139 added to existing stakes and 99 trimmed.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $203M. The largest seller was AllianceBernstein, cutting an estimated $60.4M.

  • 359 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $8.83B of Smartsheet Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2021 and 32 closed out, a net change of +42 holders.
  • The largest Smartsheet Inc. buyer in Q4 2021 was North Peak Capital Management, an estimated $203M added.
  • The largest Smartsheet Inc. seller in Q4 2021 was AllianceBernstein, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2021.