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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,615−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,549−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Caz Investments LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −773−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Richards, Merrill & Peterson, Inc. | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Robinswood Financial LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Hager Investment Management Services, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Principia Wealth Advisory, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Cigogne Management SA | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |