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 2025
Institutional positions in Smartsheet Inc as of Mar 31, 2025. 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
SMAR is no longer listed, and 13F filings after Q4 2024 list far fewer holders. See Q4 2024
- Institutional holders
- 7
- −357 vs. Q4 2024
- Shares held
- 6.57K
- −138.4M (−100.0%) vs. Q4 2024
- Total value
- $322.6K
- −$7.75B (−100.0%) vs. Q4 2024
- New holders
- 1
- 1 more added
- Sold out
- 358
- 2 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Smartsheet Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,482−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −18,032−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −17,977−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −17,192−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −17,161−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −17,086−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −16,910−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −16,752−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −15,746−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −15,646−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −15,204−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −14,437−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −14,435−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −14,238−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,072−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −13,971−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −13,644−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −13,513−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −13,503−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −12,643−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −12,302−100.0% | Sold out |
| Ironwood Investment Management LLC | 0 | $0 | 0.00% | −11,635−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −11,575−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −11,464−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −11,375−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −11,370−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −11,312−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −10,931−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,367−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −9,613−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,404−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −8,825−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −8,709−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,680−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −8,353−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −8,211−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −8,030−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −7,596−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −7,380−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −7,242−100.0% | Sold out |
| Canal Capital Management, LLC | 0 | $0 | 0.00% | −7,214−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −7,009−100.0% | Sold out |
| FRG Family Wealth Advisors LLC | 0 | $0 | 0.00% | −6,778−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −6,691−100.0% | Sold out |
| Poinciana Advisors Group, LLC | 0 | $0 | 0.00% | −6,346−100.0% | Sold out |
| Allegiance Financial Group Advisory Services LLC | 0 | $0 | 0.00% | −6,193−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −6,165−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −6,109−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −6,013−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,818−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,453−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5,444−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −4,996−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −4,956−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −4,930−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −4,864−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −4,855−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4,809−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,809−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −4,754−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,712−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −4,643−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −4,396−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −4,263−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −4,210−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −4,162−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,123−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −4,114−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −3,989−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −3,526−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,410−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,386−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −2,538−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,474−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,427−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −2,111−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |