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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, Q2 2022

Institutional positions in Smartsheet Inc as of Jun 30, 2022. 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
303
−14 vs. Q1 2022
Shares held
119.5M
+3.34M (+2.9%) vs. Q1 2022
Total value
$3.76B
−$2.61B (−40.9%) vs. Q1 2022
New holders
46
125 more added
Sold out
60
90 more reduced

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

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 holdersQ2 2022: 303 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 heldQ2 2022: $3.76B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Smartsheet Inc; share changes are against Q1 2022.

Institutions holding SMAR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital World Investors15,180,175$477.1M0.10%−136,424−0.9%Reduced
Vanguard Group Inc11,440,002$359.6M0.01%+113,246+1.0%Added
Brown Capital Management LLC6,847,903$215.2M2.88%+18,528+0.3%Added
BlackRock Inc.6,481,862$203.7M0.01%+1,049,896+19.3%Added
North Peak Capital Management, LLC3,928,532$123.5M17.31%+142,229+3.8%Added
Alliancebernstein L.P.3,497,134$109.9M0.05%+669,842+23.7%Added
Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management3,438,052$108.1M13.49%+428,899+14.3%Added
Millennium Management LLC3,080,454$96.8M0.13%+1,454,261+89.4%Added
Goldman Sachs Group Inc2,808,651$88.3M0.03%+1,262,177+81.6%Added
Dorsal Capital Management, LLC2,700,000$84.9M5.64%+800,000+42.1%Added
Alkeon Capital Management LLC2,177,240$68.4M0.41%−1,025,000−32.0%Reduced
Tremblant Capital Group2,125,226$66.8M4.05%−17,061−0.8%Reduced
State Street Corp1,983,010$62.3M0.00%+82,151+4.3%Added
ArrowMark Colorado Holdings LLC1,924,066$60.5M0.69%+648,208+50.8%Added
TimesSquare Capital Management, LLC1,899,000$59.7M0.83%−46,000−2.4%Reduced
JPMorgan Chase & Co1,822,072$57.3M0.01%+79,696+4.6%Added
Federated Hermes, Inc.1,733,600$54.5M0.15%−40,700−2.3%Reduced
Keenan Capital, LLC1,724,581$54.2M10.31%+624,218+56.7%Added
Allianz Asset Management GmbH1,616,268$50.8M0.05%−144,408−8.2%Reduced
12 West Capital Management LP1,612,700$50.7M4.32%+200,000+14.2%Added
Geode Capital Management, LLC1,575,777$49.5M0.01%+8,300+0.5%Added
Norges Bank1,499,769$47.1M0.01%+258,741+20.8%Added
Clearbridge Investments, LLC1,471,240$46.2M0.04%+25,935+1.8%Added
Sachem Head Capital Management LP1,345,000$42.3M1.27%+1,345,000New
Polar Capital Holdings Plc1,256,595$39.5M0.31%−11,868−0.9%Reduced
Swedbank AB1,250,000$39.3M0.09%+80,000+6.8%Added
Fred Alger Management, LLC1,225,716$38.5M0.18%−606,314−33.1%Reduced
Bank of New York Mellon Corp1,024,084$32.2M0.01%+408,092+66.2%Added
Macquarie Group Ltd1,020,454$32.1M0.04%+44,198+4.5%Added
Charles Schwab Investment Management Inc1,015,677$31.9M0.01%+9,741+1.0%Added
Westfield Capital Management Co LP969,666$30.5M0.24%+90,388+10.3%Added
New York State Common Retirement Fund961,030$30.2M0.04%−30,577−3.1%Reduced
Schonfeld Strategic Advisors LLC932,972$29.3M0.31%+932,972New
Capital Research Global Investors827,100$26.0M0.01%−652,974−44.1%Reduced
Bank of Nova Scotia781,947$24.6M0.06%+562,421+256.2%Added
Marshall Wace, LLP754,105$23.7M0.05%+88,545+13.3%Added
Two Sigma Investments, LP718,506$22.6M0.08%+621,920+643.9%Added
Morgan Stanley693,548$21.8M0.00%+145,556+26.6%Added
Cota Capital Management, LLC673,955$21.2M8.69%00.0%Unchanged
Victory Capital Management Inc662,248$20.8M0.02%−159,177−19.4%Reduced
Glynn Capital Management LLC634,114$19.9M4.15%+64,704+11.4%Added
First Trust Advisors LP628,011$19.7M0.02%−138,753−18.1%Reduced
Nuveen Asset Management, LLC599,303$18.8M0.01%+11,234+1.9%Added
D. E. Shaw & Co., Inc.598,593$18.8M0.03%+543,062+977.9%Added
Eagle Asset Management Inc587,515$18.5M0.12%+105,489+21.9%Added
ThornTree Capital Partners LP577,007$18.1M7.10%+197,878+52.2%Added
EVR Research LP565,000$17.8M5.24%+565,000New
Northern Trust Corp557,958$17.5M0.00%−3,301−0.6%Reduced
National Bank of Canada529,000$16.6M0.09%+528,603+133,149.4%Added
Junson Asset Management (Hong Kong) Ltd508,338$16.0M5.12%−18,203−3.5%Reduced
Vista Equity Partners Management, LLC404,843$12.7M0.22%−246,213−37.8%Reduced
FMR LLC400,522$12.6M0.00%−943−0.2%Reduced
Arrowstreet Capital, Limited Partnership378,733$11.9M0.02%+225,877+147.8%Added
Blair William & Co367,946$11.6M0.05%−44,831−10.9%Reduced
Calixto Global Investors, LP362,843$11.4M11.41%−291,149−44.5%Reduced
Greenoaks Capital Partners LLC350,000$11.0M1.03%+110,000+45.8%Added
WCM Investment Management, LLC349,998$11.0M0.04%+58,780+20.2%Added
Hampton Road Capital Management LP346,939$10.9M3.15%+225,896+186.6%Added
Connor, Clark & Lunn Investment Management Ltd.341,171$10.7M0.07%+207,543+155.3%Added
Jennison Associates LLC312,539$9.82M0.01%−630,512−66.9%Reduced
Assenagon Asset Management S.A.309,183$9.72M0.04%+183,146+145.3%Added
Swiss National Bank283,600$8.91M0.01%+700+0.2%Added
Deutsche Bank AG260,735$8.20M0.00%+252,588+3,100.4%Added
Washington Harbour Partners LP256,986$8.08M5.47%+36,986+16.8%Added
Engineers Gate Manager LP254,449$8.00M0.29%+191,568+304.7%Added
Eaton Vance Management252,387$7.93M0.01%−523−0.2%Reduced
Portolan Capital Management, LLC243,181$7.64M0.77%+243,181New
Two Sigma Advisers, LP240,200$7.55M0.02%+240,200New
Ci Investments Inc.236,868$7.45M0.03%−20,000−7.8%Reduced
LMR Partners LLP225,000$7.07M0.15%+75,000+50.0%Added
California Public Employees Retirement System218,865$6.88M0.01%−9,807−4.3%Reduced
Cubist Systematic Strategies, LLC218,297$6.86M0.05%+151,979+229.2%Added
Bloom Tree Partners, LLC206,038$6.48M1.58%+206,038New
UBS Asset Management Americas Inc204,748$6.44M0.00%+14,934+7.9%Added
Voloridge Investment Management, LLC203,213$6.39M0.03%+203,213New
State of Wisconsin Investment Board200,976$6.32M0.02%+21,654+12.1%Added
Clarius Group, LLC193,023$6.07M0.61%+20,162+11.7%Added
Hunt Lane Capital LP190,000$5.97M8.31%+20,000+11.8%Added
Global Endowment Management, LP183,521$5.77M0.51%+183,521New
Squarepoint Ops LLC167,192$5.25M0.05%+110,229+193.5%Added
California State Teachers Retirement System165,647$5.21M0.01%+2,464+1.5%Added
Ivy Lane Capital Management, LLC163,000$5.12M4.85%+163,000New
SG Americas Securities, LLC160,780$5.05M0.07%+90,261+128.0%Added
Resonate Capital, LLC157,215$4.94M5.47%+52,874+50.7%Added
Bank of America Corp151,853$4.77M0.00%−15,130−9.1%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office149,800$4.71M0.34%−811,922−84.4%Reduced
Whetstone Capital Advisors, LLC135,700$4.26M2.50%+135,700New
CIBC Private Wealth Group, LLC131,413$4.13M0.01%−356,979−73.1%Reduced
State Board of Administration of Florida Retirement System131,103$4.12M0.01%−3,411−2.5%Reduced
Kettle Hill Capital Management, LLC128,768$4.05M1.02%+128,768New
Man Group plc–$4.02M0.02%––
AQR Capital Management LLC131,691$3.96M0.01%−26,623−16.8%Reduced
Brookfield Asset Management Inc.123,665$3.89M0.02%+80,891+189.1%Added
Neuberger Berman Group LLC120,259$3.77M0.00%−77,712−39.3%Reduced
Great West Life Assurance Co119,918$3.77M0.01%+6,737+6.0%Added
Rhumbline Advisers118,428$3.72M0.01%+7,766+7.0%Added
Legal & General Group Plc116,616$3.67M0.00%+3,665+3.2%Added
Credit Suisse AG108,902$3.42M0.00%−7,429−6.4%Reduced
Duality Advisers, LP89,433$2.81M0.28%+89,433New
Jump Financial, LLC86,881$2.73M0.12%+70,178+420.2%Added