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SMAR

Smartsheet Inc.

Delisted

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

378 hedge funds and large institutions have $5.91B invested in Smartsheet Inc. in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $90.8M | Put options by funds: $23.1M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

21% more capital invested

Capital invested by funds: $4.89B → $5.91B (+$1.02B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more funds holding

Funds holding: 353378 (+25)

1.59% more ownership

Funds ownership: 89.12%90.71% (+1.6%)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 135

Holders
378
Holders Change
+25
Holders Change %
+7.08%
% of All Funds
5.5%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
64
Increased
136
Reduced
135
Closed
36
Calls
$90.8M
Puts
$23.1M
Net Calls
+$67.7M
Net Calls Change
+$23.1M

SMAR Hedge Fund Activity: Q4 2023 in Review

378 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2023, worth a combined $5.91B — up 21% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SMAR positions and 36 closed out — a net gain of 28 holders — while 136 added to existing stakes and 135 trimmed.

The largest buyer was Granahan Investment Management, adding an estimated $40M. The largest seller was Citadel Advisors, cutting an estimated $58.8M.

  • 378 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2023, up from 353 in Q3 2023.
  • Funds reported $5.91B of Smartsheet Inc. stock for Q4 2023, up 21% quarter-over-quarter.
  • 64 funds opened new Smartsheet Inc. positions in Q4 2023 and 36 closed out, a net change of +28 holders.
  • The largest Smartsheet Inc. buyer in Q4 2023 was Granahan Investment Management, an estimated $40M added.
  • The largest Smartsheet Inc. seller in Q4 2023 was Citadel Advisors, an estimated $58.8M sold.

Based on aggregated 13F filings for Q4 2023.