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SMAR

Smartsheet Inc.
SMAR

Delisted

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

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7 hedge funds and large institutions have $323K invested in Smartsheet Inc. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 359 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 367 → 7 (-360)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 359

100% less funds holding in top 10

Funds holding in top 10: 35 → 0 (-35)

100% less capital invested

Capital invested by funds: $7.78B → $323K (-$7.78B)

Holders
7
Holders Change
-360
Holders Change %
-98.09%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
359
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$73.8K
2
TCWM
Total Clarity Wealth Management
Illinois
+$6.19K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$798M
2
BlackRock
BlackRock
New York
-$547M
3
PCM
Pentwater Capital Management
Florida
-$501M
4
UBS Group
UBS Group
Switzerland
-$432M
5
HI
HBK Investments
Texas
-$385M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$209K +$73.8K +1,312 +55%
DekaBank Deutsche Girozentrale
2
DekaBank Deutsche Girozentrale
Germany
$102K – – –
TCWM
3
Total Clarity Wealth Management
Illinois
$6.16K +$6.19K +110 New
VanEck Associates
4
VanEck Associates
New York
$3K -$2.77M -49,170 -100%
PS
5
Principal Securities
Iowa
$1.79K – – –
AW
6
Avion Wealth
Texas
$1K – – –
HNB
7
Huntington National Bank
Ohio
$56 -$20.8K -370 -100%
Vanguard Group
8
Vanguard Group
Pennsylvania
– -$798M -14,235,855 Closed
BlackRock
9
BlackRock
New York
– -$547M -9,758,206 Closed
PCM
10
Pentwater Capital Management
Florida
– -$501M -8,950,000 Closed
UBS Group
11
UBS Group
Switzerland
– -$432M -7,709,022 Closed
HI
12
HBK Investments
Texas
– -$385M -6,865,000 Closed
VEPM
13
Vista Equity Partners Management
California
– -$362M -6,466,672 Closed
UOC
14
UBS O'Connor
Illinois
– -$216M -3,854,149 Closed
GCL
15
Glazer Capital LLC
New York
– -$209M -3,725,000 Closed
Fidelity International
16
Fidelity International
Bermuda
– -$175M -3,116,000 Closed
AQR Capital Management
17
AQR Capital Management
Connecticut
– -$173M -3,091,210 Closed
State Street
18
State Street
Massachusetts
– -$148M -2,632,764 Closed
FTCM
19
First Trust Capital Management
Illinois
– -$136M -2,425,598 Closed
Geode Capital Management
20
Geode Capital Management
Massachusetts
– -$126M -2,249,238 Closed
Goldman Sachs
21
Goldman Sachs
New York
– -$123M -2,199,832 Closed
TAL
22
TIG Advisors LLC
New York
– -$118M -2,102,724 Closed
CIP
23
Champlain Investment Partners
Vermont
– -$117M -2,085,845 Closed
JP Morgan Chase
24
JP Morgan Chase
New York
– -$115M -2,054,433 Closed
Renaissance Technologies
25
Renaissance Technologies
New York
– -$114M -2,026,505 Closed
1
2 3 4 5

SMAR Hedge Fund Activity: Q1 2025 in Review

7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2025, worth a combined $323K — down 100% from $7.78B a quarter earlier.

Sellers outnumbered buyers: 359 funds closed out of SMAR and 1 opened new positions — a net loss of 358 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $73.8K. The largest seller was Vanguard Group, exiting entirely with an estimated $798M sold.

  • 7 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2025, down from 367 in Q4 2024.
  • Funds reported $323K of Smartsheet Inc. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Smartsheet Inc. positions in Q1 2025 and 359 closed out, a net change of -358 holders.
  • The largest Smartsheet Inc. buyer in Q1 2025 was IFP Advisors, an estimated $73.8K added.
  • The largest Smartsheet Inc. seller in Q1 2025 was Vanguard Group, an estimated $798M sold.

Based on aggregated 13F filings for Q1 2025.