Smartsheet Inc.
SMAR
SMAR was delisted on the 21st of January, 2025.
2 hedge funds and large institutions have $3.06K invested in Smartsheet Inc. in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 5 closing their positions.
71% less funds holding
Funds holding: 7 → 2 (-5)
99% less capital invested
Capital invested by funds: $323K → $3.06K (-$320K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$209K |
| 2 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$102K |
| 3 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$6.16K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$1.79K |
| 5 |
AW
Avion Wealth
The Woodlands,
Texas
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
VanEck Associates
New York
| $3K | – | – | – |
|
|
HNB
2
Huntington National Bank
Columbus,
Ohio
| $56 | – | – | – |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| – | -$209K | -3,693 | Closed |
|
|
4
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$102K | -2,644 | Closed |
|
|
TCWM
5
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$6.16K | -110 | Closed |
|
|
PS
6
Principal Securities
Des Moines,
Iowa
| – | -$1.79K | -32 | Closed |
|
|
AW
7
Avion Wealth
The Woodlands,
Texas
| – | -$1K | -24 | Closed |
|
SMAR Hedge Fund Activity: Q2 2025 in Review
2 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q2 2025, worth a combined $3.06K — down 99% from $323K a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SMAR and 0 opened new positions — a net loss of 5 holders — while 0 trimmed existing stakes and 0 added.
The largest seller was IFP Advisors, exiting entirely with an estimated $209K sold.
- 2 institutional investors held Smartsheet Inc. (SMAR) as of Q2 2025, down from 7 in Q1 2025.
- Funds reported $3.06K of Smartsheet Inc. stock for Q2 2025, down 99% quarter-over-quarter.
- 0 funds opened new Smartsheet Inc. positions in Q2 2025 and 5 closed out, a net change of -5 holders.
- The largest Smartsheet Inc. seller in Q2 2025 was IFP Advisors, an estimated $209K sold.
Based on aggregated 13F filings for Q2 2025.