Smartsheet Inc.
SMAR
SMAR was delisted on the 21st of January, 2025.
359 hedge funds and large institutions have $4.79B invested in Smartsheet Inc. in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 70 closing their positions.
139% more call options, than puts
Call options by funds: $51.1M | Put options by funds: $21.3M
28% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 112
0.18% less ownership
Funds ownership: 90.71% → 90.53% (-0.18%)
5% less funds holding
Funds holding: 378 → 359 (-19)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
19% less capital invested
Capital invested by funds: $5.91B → $4.79B (-$1.12B)
23% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
+$76.8M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$55.3M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$51.4M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$42.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$78.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$62.7M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$50.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$47.5M |
| 5 |
1WCM
12 West Capital Management
New York
|
-$43.6M |
SMAR Hedge Fund Activity: Q1 2024 in Review
359 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2024, worth a combined $4.79B — down 19% from $5.91B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of SMAR and 54 opened new positions — a net loss of 16 holders — while 112 trimmed existing stakes and 143 added.
The largest buyer was Vista Equity Partners Management, adding an estimated $76.8M. The largest seller was Brown Capital Management, cutting an estimated $78.9M.
- 359 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2024, down from 378 in Q4 2023.
- Funds reported $4.79B of Smartsheet Inc. stock for Q1 2024, down 19% quarter-over-quarter.
- 54 funds opened new Smartsheet Inc. positions in Q1 2024 and 70 closed out, a net change of -16 holders.
- The largest Smartsheet Inc. buyer in Q1 2024 was Vista Equity Partners Management, an estimated $76.8M added.
- The largest Smartsheet Inc. seller in Q1 2024 was Brown Capital Management, an estimated $78.9M sold.
Based on aggregated 13F filings for Q1 2024.