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 2023
Institutional positions in Smartsheet Inc as of Jun 30, 2023. 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
- 344
- −13 vs. Q1 2023
- Shares held
- 121.1M
- −92.2K (−0.1%) vs. Q1 2023
- Total value
- $4.64B
- −$1.16B (−20.0%) vs. Q1 2023
- New holders
- 49
- 133 more added
- Sold out
- 62
- 106 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $56 |
| Q1 2026 | 1 | $56 |
| Q4 2025 | 1 | $56 |
| Q3 2025 | 1 | $56 |
| Q2 2025 | 2 | $3.06K |
| Q1 2025 | 7 | $322.6K |
| Q4 2024 | 367 | $7.78B |
| Q3 2024 | 412 | $7.18B |
| Q2 2024 | 395 | $5.49B |
| Q1 2024 | 359 | $4.79B |
| Q4 2023 | 379 | $5.91B |
| Q3 2023 | 355 | $4.89B |
| Q2 2023 | 344 | $4.64B |
| Q1 2023 | 359 | $5.80B |
| Q4 2022 | 321 | $4.68B |
| Q3 2022 | 293 | $4.08B |
| Q2 2022 | 303 | $3.76B |
| Q1 2022 | 322 | $6.37B |
| Q4 2021 | 360 | $8.92B |
| Q3 2021 | 322 | $7.68B |
| Q2 2021 | 320 | $8.07B |
| Q1 2021 | 279 | $7.06B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Smartsheet Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |
| ETF Managers Group, LLC | – | – | – | – | Not filed |