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SMAR

Smartsheet Inc.

Delisted

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

322 hedge funds and large institutions have $6.25B invested in Smartsheet Inc. in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

10% less funds holding

Funds holding: 359322 (-37)

19% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $36.5M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

29% less capital invested

Capital invested by funds: $8.83B → $6.25B (-$2.58B)

46% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 74

Holders
322
Holders Change
-37
Holders Change %
-10.31%
% of All Funds
5.08%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
40
Increased
129
Reduced
107
Closed
74
Calls
$29.4M
Puts
$36.5M
Net Calls
-$7.04M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$839M +$88.1M +1,542,891 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$620M +$3.79M +66,327 +0.6%
BCM
3
Brown Capital Management
Maryland
$374M -$6.32M -110,736 -2%
BlackRock
4
BlackRock
New York
$298M -$3.16M -55,283 -1%
NPCM
5
North Peak Capital Management
New York
$207M +$50.7M +887,244 +31%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$175M -$5.23M -91,638 -3%
DAM
7
Dorsey Asset Management
Illinois
$165M +$11.6M +203,696 +7%
AllianceBernstein
8
AllianceBernstein
Tennessee
$155M +$33.9M +594,236 +27%
TCG
9
Tremblant Capital Group
Florida
$117M +$40M +700,698 +49%
TCM
10
TimesSquare Capital Management
New York
$107M -$614K -10,750 -0.5%
State Street
11
State Street
Massachusetts
$104M +$4.12M +72,157 +4%
DCM
12
Dorsal Capital Management
California
$104M +$42.8M +750,000 +65%
FAM
13
Fred Alger Management
New York
$100M -$83.5M -1,461,281 -44%
CIP
14
Champlain Investment Partners
Vermont
$99.7M +$984K +17,232 +1%
Federated Hermes
15
Federated Hermes
Pennsylvania
$97.2M
Allianz Asset Management
16
Allianz Asset Management
Germany
$96.4M +$38M +665,106 +61%
JP Morgan Chase
17
JP Morgan Chase
New York
$95.4M -$60.1M -1,052,704 -38%
Millennium Management
18
Millennium Management
New York
$89.1M +$22.1M +387,729 +31%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$85.9M +$3.56M +62,339 +4%
Goldman Sachs
20
Goldman Sachs
New York
$84.7M -$19.7M -345,744 -18%
Capital Research Global Investors
21
Capital Research Global Investors
California
$81.1M
ClearBridge Investments
22
ClearBridge Investments
New York
$79.2M +$2.83M +49,637 +4%
1WCM
23
12 West Capital Management
New York
$77.4M
CAM
24
Contour Asset Management
New York
$76M +$79.2M +1,386,813 New
Citadel Advisors
25
Citadel Advisors
Florida
$73.4M -$32.5M -568,688 -30%

SMAR Hedge Fund Activity: Q1 2022 in Review

322 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2022, worth a combined $6.25B — down 29% from $8.83B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SMAR and 40 opened new positions — a net loss of 34 holders — while 107 trimmed existing stakes and 129 added.

The largest buyer was Capital World Investors, adding an estimated $88.1M. The largest seller was Foxhaven Asset Management, exiting entirely with an estimated $189M sold.

  • 322 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $6.25B of Smartsheet Inc. stock for Q1 2022, down 29% quarter-over-quarter.
  • 40 funds opened new Smartsheet Inc. positions in Q1 2022 and 74 closed out, a net change of -34 holders.
  • The largest Smartsheet Inc. buyer in Q1 2022 was Capital World Investors, an estimated $88.1M added.
  • The largest Smartsheet Inc. seller in Q1 2022 was Foxhaven Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2022.