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 2024
Institutional positions in Smartsheet Inc as of Mar 31, 2024. 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
- 359
- −17 vs. Q4 2023
- Shares held
- 124.4M
- +1.15M (+0.9%) vs. Q4 2023
- Total value
- $4.79B
- −$1.10B (−18.7%) vs. Q4 2023
- New holders
- 53
- 144 more added
- Sold out
- 70
- 112 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Smartsheet Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,281−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −5,157−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −5,071−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,984−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −4,930−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,833−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,810−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,502−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,527−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −4,396−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,358−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −4,321−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,228−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −966−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| M&G Investment Management Ltd | – | – | – | – | Not filed |
| Putnam Investments LLC | – | – | – | – | Not filed |
| AtonRa Partners | – | – | – | – | Not filed |