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SMAR

Smartsheet Inc.

Delisted

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

321 hedge funds and large institutions have $4.68B invested in Smartsheet Inc. in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $56.7M | Put options by funds: $15.1M

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

17% more capital invested

Capital invested by funds: $4.01B → $4.68B (+$668M)

10% more funds holding

Funds holding: 293321 (+28)

13% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 112

Holders
321
Holders Change
+28
Holders Change %
+9.56%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
74
Increased
98
Reduced
112
Closed
41
Calls
$56.7M
Puts
$15.1M
Net Calls
+$41.6M
Net Calls Change
+$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$569M -$27.5M -807,961 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M +$14.4M +422,197 +4%
BlackRock
3
BlackRock
New York
$265M +$5.96M +174,866 +3%
BCM
4
Brown Capital Management
Maryland
$239M -$11.7M -344,768 -5%
NPCM
5
North Peak Capital Management
New York
$187M -$17.4M -511,706 -10%
DAM
6
Dorsey Asset Management
Illinois
$151M +$7.88M +231,379 +6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$136M -$12.1M -354,772 -9%
Capital Research Global Investors
8
Capital Research Global Investors
California
$135M +$20.8M +610,660 +22%
EC
9
Eminence Capital
New York
$122M +$23.3M +682,804 +28%
DCM
10
Dorsal Capital Management
California
$105M -$385K -11,311 -0.4%
State Street
11
State Street
Massachusetts
$79.7M +$1.17M +34,458 +2%
Alkeon Capital Management
12
Alkeon Capital Management
New York
$78.8M +$10.7M +314,515 +19%
PCH
13
Polar Capital Holdings
United Kingdom
$76.2M +$1.1M +32,358 +2%
First Trust Advisors
14
First Trust Advisors
Illinois
$75.3M -$3.62M -106,194 -5%
ACH
15
ArrowMark Colorado Holdings
Colorado
$71.8M -$5.52M -162,040 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$67.7M +$3.68M +108,004 +7%
JP Morgan Chase
17
JP Morgan Chase
New York
$66.2M -$11.2M -328,741 -16%
SHCM
18
Sachem Head Capital Management
New York
$65.7M
1WCM
19
12 West Capital Management
New York
$64.8M -$25.6M -750,000 -31%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$63.8M +$7.22M +211,997 +15%
KC
21
Keenan Capital
California
$62.4M -$4.77M -140,000 -8%
ClearBridge Investments
22
ClearBridge Investments
New York
$58.2M +$94.9K +2,785 +0.2%
TCM
23
TimesSquare Capital Management
New York
$57.1M -$12.6M -370,384 -20%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$56.3M +$3.87M +113,534 +9%
Norges Bank
25
Norges Bank
Norway
$52.3M -$6.11M -179,424 -12%

SMAR Hedge Fund Activity: Q4 2022 in Review

321 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2022, worth a combined $4.68B — up 17% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMAR positions and 41 closed out — a net gain of 33 holders — while 98 added to existing stakes and 112 trimmed.

The largest buyer was Eminence Capital, adding an estimated $23.3M. The largest seller was Capital World Investors, cutting an estimated $27.5M.

  • 321 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2022, up from 293 in Q3 2022.
  • Funds reported $4.68B of Smartsheet Inc. stock for Q4 2022, up 17% quarter-over-quarter.
  • 74 funds opened new Smartsheet Inc. positions in Q4 2022 and 41 closed out, a net change of +33 holders.
  • The largest Smartsheet Inc. buyer in Q4 2022 was Eminence Capital, an estimated $23.3M added.
  • The largest Smartsheet Inc. seller in Q4 2022 was Capital World Investors, an estimated $27.5M sold.

Based on aggregated 13F filings for Q4 2022.