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SMAR

Smartsheet Inc.

Delisted

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

360 hedge funds and large institutions have $4.79B invested in Smartsheet Inc. in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $21.3M

26% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 113

5% less funds holding

Funds holding: 378360 (-18)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

20% less capital invested

Capital invested by funds: $5.97B → $4.79B (-$1.18B)

21% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 70

Holders
360
Holders Change
-18
Holders Change %
-4.76%
% of All Funds
5.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
55
Increased
142
Reduced
113
Closed
70
Calls
$51.1M
Puts
$21.3M
Net Calls
+$29.7M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$532M +$9.83M +225,390 +2%
Capital World Investors
2
Capital World Investors
California
$370M -$38.3M -876,914 -8%
BlackRock
3
BlackRock
New York
$295M +$6.45M +147,899 +2%
BCM
4
Brown Capital Management
Maryland
$173M -$78.9M -1,807,790 -29%
EC
5
Eminence Capital
New York
$150M +$31.4M +718,971 +23%
NPCM
6
North Peak Capital Management
New York
$136M -$2.87M -65,821 -2%
ACH
7
ArrowMark Colorado Holdings
Colorado
$132M +$51.4M +1,177,452 +52%
DCM
8
Dorsal Capital Management
California
$121M -$3.27M -75,000 -2%
CIP
9
Champlain Investment Partners
Vermont
$106M -$818K -18,760 -0.7%
First Trust Advisors
10
First Trust Advisors
Illinois
$97M +$19.3M +442,512 +21%
DAM
11
Dorsey Asset Management
Illinois
$96.7M -$1.47M -33,704 -1%
Westfield Capital Management
12
Westfield Capital Management
Massachusetts
$91.9M -$14M -320,671 -12%
State Street
13
State Street
Massachusetts
$87.7M +$436K +9,987 +0.4%
AllianceBernstein
14
AllianceBernstein
Tennessee
$82.8M -$28.8M -659,686 -23%
VEPM
15
Vista Equity Partners Management
California
$81.7M +$76.8M +1,759,529 +484%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$80.9M +$4.33M +99,217 +5%
RC
17
RGM Capital
Florida
$79.6M +$14.5M +333,142 +19%
TCM
18
TimesSquare Capital Management
New York
$76.1M -$3.67M -84,187 -4%
Capital Research Global Investors
19
Capital Research Global Investors
California
$64.8M -$26.5M -606,368 -26%
CFM
20
Coronation Fund Managers
South Africa
$59.7M +$20.7M +474,898 +44%
JP Morgan Chase
21
JP Morgan Chase
New York
$55.4M -$7.6M -174,112 -11%
Marshall Wace
22
Marshall Wace
United Kingdom
$50.2M +$42.6M +975,929 +299%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$48.8M +$55.3M +1,268,184 New
Morgan Stanley
24
Morgan Stanley
New York
$48.8M -$53M -1,213,986 -49%
Charles Schwab
25
Charles Schwab
California
$47.7M +$1.61M +36,997 +3%

SMAR Hedge Fund Activity: Q1 2024 in Review

360 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2024, worth a combined $4.79B — down 20% from $5.97B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of SMAR and 55 opened new positions — a net loss of 15 holders — while 113 trimmed existing stakes and 142 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.

  • 360 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 20% quarter-over-quarter.
  • 55 funds opened new Smartsheet Inc. positions in Q1 2024 and 70 closed out, a net change of -15 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.