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SMAR

Smartsheet Inc.

Delisted

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

378 hedge funds and large institutions have $5.97B invested in Smartsheet Inc. in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 134 increasing their positions, 137 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

22% more capital invested

Capital invested by funds: $4.89B → $5.97B (+$1.07B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more funds holding

Funds holding: 353378 (+25)

2% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 137

Holders
378
Holders Change
+25
Holders Change %
+7.08%
% of All Funds
5.51%
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
134
Reduced
137
Closed
36
Calls
$90.8M
Puts
$23.1M
Net Calls
+$67.7M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M +$11.8M +276,117 +2%
Capital World Investors
2
Capital World Investors
California
$502M -$13.6M -319,323 -3%
BlackRock
3
BlackRock
New York
$360M +$15.6M +367,126 +5%
BCM
4
Brown Capital Management
Maryland
$302M -$1.46M -34,241 -0.5%
NPCM
5
North Peak Capital Management
New York
$172M +$31.4M +737,000 +26%
DCM
6
Dorsal Capital Management
California
$154M +$5.33M +125,000 +4%
EC
7
Eminence Capital
New York
$152M -$6.64M -155,786 -5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$134M -$4.1M -96,115 -3%
CIP
9
Champlain Investment Partners
Vermont
$132M +$5.76M +135,215 +5%
Westfield Capital Management
10
Westfield Capital Management
Massachusetts
$129M +$9.57M +224,513 +9%
DAM
11
Dorsey Asset Management
Illinois
$122M -$6.32M -148,264 -6%
Morgan Stanley
12
Morgan Stanley
New York
$119M +$66.2M +1,552,547 +167%
Capital Research Global Investors
13
Capital Research Global Investors
California
$109M -$20.8M -488,824 -18%
State Street
14
State Street
Massachusetts
$108M +$5.9M +138,385 +7%
ACH
15
ArrowMark Colorado Holdings
Colorado
$107M +$12.5M +292,283 +15%
First Trust Advisors
16
First Trust Advisors
Illinois
$99.3M -$2.44M -57,311 -3%
TCM
17
TimesSquare Capital Management
New York
$98.5M -$1.67M -39,291 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$95.8M +$4.43M +103,986 +5%
Alkeon Capital Management
19
Alkeon Capital Management
New York
$87.8M +$21.2M +498,345 +37%
RC
20
RGM Capital
Florida
$82.9M +$20.5M +480,597 +38%
Citadel Advisors
21
Citadel Advisors
Florida
$77.8M -$58.8M -1,379,332 -46%
JP Morgan Chase
22
JP Morgan Chase
New York
$77.2M -$340K -7,985 -0.5%
Norges Bank
23
Norges Bank
Norway
$68.9M +$4.27M +100,232 +7%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$67.5M -$43.8M -1,028,846 -42%
Goldman Sachs
25
Goldman Sachs
New York
$61.6M -$464K -10,893 -0.8%

SMAR Hedge Fund Activity: Q4 2023 in Review

378 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2023, worth a combined $5.97B — up 22% 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 134 added to existing stakes and 137 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $66.2M. 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 $5.97B of Smartsheet Inc. stock for Q4 2023, up 22% 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 Morgan Stanley, an estimated $66.2M 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.