Smartsheet Inc.
SMAR
SMAR was delisted on the 21st of January, 2025.
395 hedge funds and large institutions have $5.49B invested in Smartsheet Inc. in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 143 increasing their positions, 132 reducing their positions, and 34 closing their positions.
118% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 34
52% more call options, than puts
Call options by funds: $56.4M | Put options by funds: $37.2M
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
15% more capital invested
Capital invested by funds: $4.79B → $5.49B (+$703M)
10% more funds holding
Funds holding: 359 → 395 (+36)
8% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 132
0.38% less ownership
Funds ownership: 90.53% → 90.16% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
+$173M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$44.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$35.1M |
| 4 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$33.9M |
| 5 |
BlackRock
New York
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$101M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$82.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$58.2M |
| 4 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$41.9M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$38.5M |
SMAR Hedge Fund Activity: Q2 2024 in Review
395 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2024, worth a combined $5.49B — up 15% from $4.79B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new SMAR positions and 34 closed out — a net gain of 40 holders — while 143 added to existing stakes and 132 trimmed.
The largest buyer was Vista Equity Partners Management, adding an estimated $173M. The largest seller was Capital World Investors, cutting an estimated $101M.
- 395 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2024, up from 359 in Q1 2024.
- Funds reported $5.49B of Smartsheet Inc. stock for Q2 2024, up 15% quarter-over-quarter.
- 74 funds opened new Smartsheet Inc. positions in Q2 2024 and 34 closed out, a net change of +40 holders.
- The largest Smartsheet Inc. buyer in Q2 2024 was Vista Equity Partners Management, an estimated $173M added.
- The largest Smartsheet Inc. seller in Q2 2024 was Capital World Investors, an estimated $101M sold.
Based on aggregated 13F filings for Q2 2024.