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SMAR

Smartsheet Inc.

Delisted

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

411 hedge funds and large institutions have $7.18B invested in Smartsheet Inc. in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

31% more capital invested

Capital invested by funds: $5.49B → $7.18B (+$1.68B)

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

4% more funds holding

Funds holding: 395411 (+16)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

1% more call options, than puts

Call options by funds: $144M | Put options by funds: $142M

Holders
411
Holders Change
+16
Holders Change %
+4.05%
% of All Funds
5.9%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.39%
New
109
Increased
134
Reduced
126
Closed
90
Calls
$144M
Puts
$142M
Net Calls
+$1.92M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$768M -$15M -308,577 -2%
BlackRock
2
BlackRock
New York
$469M -$516K -10,645 -0.1%
PCM
3
Pentwater Capital Management
Florida
$379M +$332M +6,843,000 New
VEPM
4
Vista Equity Partners Management
California
$358M
HI
5
HBK Investments
Texas
$264M +$231M +4,760,994 New
EC
6
Eminence Capital
New York
$234M -$1.03M -21,234 -0.5%
ACH
7
ArrowMark Colorado Holdings
Colorado
$213M -$33M -680,021 -15%
BCM
8
Brown Capital Management
Maryland
$194M -$27.4M -565,027 -14%
State Street
9
State Street
Massachusetts
$138M +$7.09M +146,353 +6%
CIP
10
Champlain Investment Partners
Vermont
$134M -$14.4M -296,726 -11%
Fidelity International
11
Fidelity International
Bermuda
$129M +$113M +2,334,700 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$124M +$2.53M +52,293 +2%
Capital World Investors
13
Capital World Investors
California
$120M -$239M -4,927,817 -70%
HRCM
14
Hawk Ridge Capital Management
California
$105M +$41M +845,502 +81%
TCM
15
TimesSquare Capital Management
New York
$104M -$10.5M -215,653 -10%
Millennium Management
16
Millennium Management
New York
$104M +$46M +948,428 +102%
AQR Capital Management
17
AQR Capital Management
Connecticut
$93.9M +$16.8M +346,406 +26%
Ameriprise
18
Ameriprise
Minnesota
$88.2M +$56.6M +1,168,180 +275%
GCL
19
Glazer Capital LLC
New York
$87M +$76.2M +1,571,060 New
Morgan Stanley
20
Morgan Stanley
New York
$83M +$8.55M +176,317 +13%
DAM
21
Dorsey Asset Management
Illinois
$82.7M -$47.8M -987,103 -40%
BCM
22
Beryl Capital Management
California
$79.2M +$69.3M +1,430,572 New
JP Morgan Chase
23
JP Morgan Chase
New York
$77.3M -$3.03M -62,405 -4%
TAL
24
TIG Advisors LLC
New York
$75.8M +$66.4M +1,369,707 New
Charles Schwab
25
Charles Schwab
California
$70.8M +$1M +20,643 +2%

SMAR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2024, worth a combined $7.18B — up 31% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SMAR positions and 90 closed out — a net gain of 19 holders — while 134 added to existing stakes and 126 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $332M. The largest seller was Capital World Investors, cutting an estimated $239M.

  • 411 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $7.18B of Smartsheet Inc. stock for Q3 2024, up 31% quarter-over-quarter.
  • 109 funds opened new Smartsheet Inc. positions in Q3 2024 and 90 closed out, a net change of +19 holders.
  • The largest Smartsheet Inc. buyer in Q3 2024 was Pentwater Capital Management, an estimated $332M added.
  • The largest Smartsheet Inc. seller in Q3 2024 was Capital World Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2024.