Smartsheet Inc.
SMAR
SMAR was delisted on the 21st of January, 2025.
344 hedge funds and large institutions have $4.64B invested in Smartsheet Inc. in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 133 increasing their positions, 106 reducing their positions, and 62 closing their positions.
353% more call options, than puts
Call options by funds: $82.4M | Put options by funds: $18.2M
25% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 106
4% less funds holding
Funds holding: 358 → 344 (-14)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
19% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 62
20% less capital invested
Capital invested by funds: $5.8B → $4.64B (-$1.16B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$60.3M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$54.3M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$51.6M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$43.7M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$98.2M |
| 2 |
Millennium Management
New York
|
-$52.1M |
| 3 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$49.3M |
| 4 |
NPCM
North Peak Capital Management
New York
|
-$40.9M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$39.1M |
SMAR Hedge Fund Activity: Q2 2023 in Review
344 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2023, worth a combined $4.64B — down 20% from $5.8B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of SMAR and 50 opened new positions — a net loss of 12 holders — while 106 trimmed existing stakes and 133 added.
The largest buyer was Champlain Investment Partners, adding an estimated $60.3M. The largest seller was Invesco, cutting an estimated $98.2M.
- 344 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2023, down from 358 in Q1 2023.
- Funds reported $4.64B of Smartsheet Inc. stock for Q2 2023, down 20% quarter-over-quarter.
- 50 funds opened new Smartsheet Inc. positions in Q2 2023 and 62 closed out, a net change of -12 holders.
- The largest Smartsheet Inc. buyer in Q2 2023 was Champlain Investment Partners, an estimated $60.3M added.
- The largest Smartsheet Inc. seller in Q2 2023 was Invesco, an estimated $98.2M sold.
Based on aggregated 13F filings for Q2 2023.