Skip to main content

Smartsheet Inc

SMARDelisted Jan 22, 2025
Industry
Services-Prepackaged Software
SEC CIK
0001366561

Smartsheet Inc was delisted on Jan 22, 2025; its insiders filed their last Form 4 on Jan 24, 2025; 367 institutions reported holding it in 13F filings for Q4 2024, worth $7.78B in total; Dorsey Asset Management was the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Smartsheet Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
279
No complete 13F data for Q4 2020
Shares held
110.5M
No complete 13F data for Q4 2020
Total value
$7.06B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SMAR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 279 institutions
Q1 2021: 279 institutionsQ2 2021: 320 institutionsQ3 2021: 322 institutionsQ4 2021: 360 institutionsQ1 2022: 322 institutionsQ2 2022: 303 institutionsQ3 2022: 293 institutionsQ4 2022: 321 institutionsQ1 2023: 359 institutionsQ2 2023: 344 institutionsQ3 2023: 355 institutionsQ4 2023: 379 institutionsQ1 2024: 359 institutionsQ2 2024: 395 institutionsQ3 2024: 412 institutionsQ4 2024: 367 institutionsQ1 2025: 7 institutionsQ2 2025: 2 institutionsQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2021: $7.06B
Q1 2021: $7.06BQ2 2021: $8.07BQ3 2021: $7.68BQ4 2021: $8.92BQ1 2022: $6.37BQ2 2022: $3.76BQ3 2022: $4.08BQ4 2022: $4.68BQ1 2023: $5.80BQ2 2023: $4.64BQ3 2023: $4.89BQ4 2023: $5.91BQ1 2024: $4.79BQ2 2024: $5.49BQ3 2024: $7.18BQ4 2024: $7.78BQ1 2025: $322.6KQ2 2025: $3.06KQ3 2025: $56Q4 2025: $56Q1 2026: $56Q2 2026: $56
Institutions holding SMAR and their total value by quarter
QuarterHoldersValue
Q2 20261$56
Q1 20261$56
Q4 20251$56
Q3 20251$56
Q2 20252$3.06K
Q1 20257$322.6K
Q4 2024367$7.78B
Q3 2024412$7.18B
Q2 2024395$5.49B
Q1 2024359$4.79B
Q4 2023379$5.91B
Q3 2023355$4.89B
Q2 2023344$4.64B
Q1 2023359$5.80B
Q4 2022321$4.68B
Q3 2022293$4.08B
Q2 2022303$3.76B
Q1 2022322$6.37B
Q4 2021360$8.92B
Q3 2021322$7.68B
Q2 2021320$8.07B
Q1 2021279$7.06B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Smartsheet Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SMAR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Tradewinds Capital Management, LLC6$00.00%––
Enterprise Financial Services Corp14$1.00K0.00%––
NEXT Financial Group, Inc12$1.00K0.00%––
Sowell Financial Services LLC22$1.00K0.00%––
Ellevest, Inc.9$1.00K0.00%––
Standard Family Office LLC17$1.00K0.00%––
West Paces Advisors Inc.20$1.28K0.00%––
Exane Derivatives23$1.47K0.00%––
Thomas J. Herzfeld Advisors, Inc.34$2.00K0.00%––
Performa Ltd (US), LLC30$2.00K0.00%––
Lindbrook Capital, LLC35$2.00K0.00%––
Proequities, Inc.50$3.00K0.00%––
Hall Laurie J Trustee50$3.00K0.00%––
Ameritas Investment Company, LLC50$3.20K0.00%––
Parallel Advisors, LLC58$4.00K0.00%––
Alpha DNA Investment Management LLC68$4.00K0.00%––
Harvest Fund Management Co., Ltd101$6.00K0.00%––
Quadrant Capital Group LLC114$7.00K0.00%––
Steward Partners Investment Advisory, LLC125$7.99K0.00%––
FinTrust Capital Advisors, LLC128$8.00K0.00%––
Captrust Financial Advisors144$9.00K0.00%––
Signaturefd, LLC159$10.0K0.00%––
Kings Point Capital Management182$12.0K0.00%––
State of Wyoming183$12.0K0.02%––
Meridian Wealth Partners, LLC203$13.0K0.00%––
Rockbridge Investment Management, LCC199$13.0K0.00%––
Berman Capital Advisors, LLC245$15.0K0.00%––
SOA Wealth Advisors, LLC.240$15.0K0.00%––
TCTC Holdings, LLC300$19.0K0.00%––
JJJ Advisors Inc.305$19.0K0.01%––
Baillie Gifford & Co353$23.0K0.00%––
Geneos Wealth Management Inc.400$23.0K0.00%––
Huntington National Bank402$26.0K0.00%––
CWM, LLC384$28.0K0.00%––
Exchange Traded Concepts, LLC448$29.0K0.00%––
Bessemer Group Inc476$30.0K0.00%––
Covington Capital Management550$35.0K0.00%––
Caz Investments LP600$38.0K0.07%––
American Portfolios Advisors625$40.0K0.00%––
Rockefeller Capital Management L.P.646$41.0K0.00%––
Valeo Financial Advisors, LLC1,000$64.0K0.00%––
Tower Research Capital LLC (TRC)1,248$80.0K0.00%––
NN Investment Partners Holdings N.V.1,400$89.0K0.00%––
Spire Wealth Management1,670$105.0K0.00%––
Panagora Asset Management Inc1,769$113.0K0.00%––
Newbridge Financial Services Group, Inc.1,830$117.0K0.09%––
Garde Capital, Inc.2,000$128.0K0.01%––
The PNC Financial Services Group, Inc.2,057$130.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.2,100$134.0K0.00%––
Cutler Group LP2,501$159.0K0.01%––
American International Group, Inc.2,538$162.0K0.00%––
Meeder Asset Management Inc2,547$162.0K0.01%––
Leonteq Securities AG3,000$191.8K0.01%––
Macquarie Group Ltd3,170$203.0K0.00%––
Comerica Bank3,475$215.0K0.00%––
HighTower Advisors, LLC3,362$216.0K0.00%––
US Bancorp3,452$220.0K0.00%––
First National Bank of Omaha3,489$223.0K0.01%––
Guggenheim Capital LLC3,486$223.0K0.00%––
Institute for Wealth Management, LLC.3,837$245.0K0.05%––
IBM Retirement Fund3,932$251.0K0.02%––
Professional Financial Advisors, LLC4,196$268.0K0.17%––
HSBC Holdings PLC4,323$275.0K0.00%––
Fulcrum Capital LLC4,350$278.0K0.08%––
Tuttle Tactical Management4,367$279.0K0.11%––
1623 Capital LLC4,490$287.0K0.13%––
OneAscent Wealth Management LLC4,483$287.0K0.12%––
Jefferies Group LLC4,501$287.7K0.01%––
CIBC Asset Management Inc4,501$288.0K0.00%––
Bel Air Investment Advisors LLC4,802$307.0K0.01%––
Aevitas Wealth Management, Inc.4,965$317.0K0.22%––
Qube Research & Technologies Ltd5,390$345.0K0.01%––
Spearhead Capital Advisors, LLC5,443$348.0K0.05%––
Advisor Group Holdings, Inc.5,803$372.0K0.00%––
ProShare Advisors LLC5,860$375.0K0.00%––
Utah Retirement Systems5,900$377.0K0.01%––
Aj Wealth Strategies, LLC5,948$380.0K0.03%––
Janney Montgomery Scott LLC6,203$396.0K0.00%––
Illinois Municipal Retirement Fund6,203$396.0K0.02%––
PFS Investments Inc.6,289$402.0K0.01%––
Values First Advisors, Inc.6,388$408.0K0.30%––
Bank of Nova Scotia6,481$414.0K0.00%––
Wolverine Trading, LLC7,032$426.0K0.01%––
Bridgefront Capital, LLC6,658$426.0K0.13%––
FRG Family Wealth Advisors LLC6,778$433.0K0.09%––
Echo Street Capital Management LLC6,882$440.0K0.00%––
Y-Intercept (Hong Kong) Ltd7,270$441.0K0.12%––
Valmark Advisers, Inc.7,088$453.0K0.01%––
Neo Ivy Capital Management7,101$454.0K0.50%––
Adalta Capital Management LLC7,135$456.0K0.26%––
Barclays PLC7,591$485.0K0.00%––
AlphaCrest Capital Management LLC7,600$486.0K0.03%––
Spouting Rock Asset Management, LLC7,972$510.0K0.16%––
Mirae Asset Global Investments Co., Ltd.8,119$519.0K0.00%––
Metropolitan Life Insurance Co8,223$525.6K0.01%––
Rafferty Asset Management, LLC8,356$534.0K0.00%––
Pictet Asset Management Ltd8,400$537.0K0.00%––
Fulcrum Asset Management LLP–$543.0K0.35%––
Maryland State Retirement & Pension System8,500$543.0K0.02%––
AGF Investments LLC8,566$548.0K0.07%––