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, Q4 2024
Institutional positions in Smartsheet Inc as of Dec 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
SMAR is no longer listed, so this page shows Q4 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 367
- −39 vs. Q3 2024
- Shares held
- 138.9M
- +9.43M (+7.3%) vs. Q3 2024
- Total value
- $7.78B
- +$616.1M (+8.6%) vs. Q3 2024
- New holders
- 65
- 150 more added
- Sold out
- 104
- 107 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Smartsheet Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $224 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $281 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $392 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 9 | $504 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 9 | $505 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $561 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14 | $784 | 0.00% | −37−72.5% | Reduced |
| Bell Investment Advisors, Inc | 14 | $785 | 0.00% | −12−46.2% | Reduced |
| Proequities, Inc. | 17 | $959 | 0.00% | −3,668−99.5% | Reduced |
| Avion Wealth | 24 | $1.00K | 0.00% | −232−90.6% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 18 | $1.01K | 0.00% | +18 | New |
| Hexagon Capital Partners LLC | 18 | $1.01K | 0.00% | +18 | New |
| West Paces Advisors Inc. | 20 | $1.12K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 27 | $1.51K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 32 | $1.79K | 0.00% | −289−90.0% | Reduced |
| Bogart Wealth, LLC | 34 | $1.91K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 37 | $2.09K | 0.00% | +17+85.0% | Added |
| Sachetta, LLC | 38 | $2.13K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $2.19K | 0.00% | +15+62.5% | Added |
| Mascoma Wealth Management LLC | 40 | $2.24K | 0.00% | +40 | New |
| Wolff Wiese Magana LLC | 48 | $2.69K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 65 | $3.64K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 75 | $4.20K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 80 | $4.48K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 82 | $5.00K | 0.00% | −14−14.6% | Reduced |
| Hager Investment Management Services, LLC | 100 | $5.60K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 114 | $6.39K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 143 | $8.01K | 0.00% | −27,817−99.5% | Reduced |
| Quadrant Capital Group LLC | 154 | $8.63K | 0.00% | +12+8.5% | Added |
| First Horizon Advisors, Inc. | 156 | $8.74K | 0.00% | −966−86.1% | Reduced |
| Accent Capital Management, LLC | 170 | $9.53K | 0.01% | −100−37.0% | Reduced |
| Ronald Blue Trust, Inc. | 193 | $10.8K | 0.00% | +175+972.2% | Added |
| Robinswood Financial LLC | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 234 | $13.1K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 246 | $13.8K | 0.00% | +50+25.5% | Added |
| Caitong International Asset Management Co., Ltd | 246 | $13.8K | 0.01% | +246 | New |
| Farther Finance Advisors, LLC | 274 | $15.4K | 0.00% | −447−62.0% | Reduced |
| Private Trust Co NA | 300 | $16.8K | 0.00% | −48−13.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 305 | $17.1K | 0.00% | −200−39.6% | Reduced |
| Smartleaf Asset Management LLC | 353 | $19.8K | 0.00% | +1+0.3% | Added |
| Huntington National Bank | 371 | $20.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 371 | $20.8K | 0.00% | +8+2.2% | Added |
| SBI Securities Co., Ltd. | 450 | $25.2K | 0.00% | +450 | New |
| Fifth Third Bancorp | 467 | $26.2K | 0.00% | +467 | New |
| Anchor Investment Management, LLC | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 514 | $29.0K | 0.00% | +53+11.5% | Added |
| EverSource Wealth Advisors, LLC | 536 | $30.0K | 0.00% | +472+737.5% | Added |
| Skopos Labs, Inc. | 552 | $30.9K | 0.01% | +40+7.8% | Added |
| CIBC Private Wealth Group, LLC | 648 | $36.4K | 0.00% | −198−23.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 675 | $37.8K | 0.02% | +675 | New |
| Asset Management One Co.,Ltd. | 698 | $39.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 773 | $43.3K | 0.01% | +773 | New |
| GAMMA Investing LLC | 786 | $44.0K | 0.00% | +34+4.5% | Added |
| Quent Capital, LLC | 810 | $45.4K | 0.00% | −223−21.6% | Reduced |
| Itau Unibanco Holding S.A. | 837 | $46.9K | 0.00% | +837 | New |
| Caz Investments LP | 900 | $50.0K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 961 | $53.8K | 0.01% | +21+2.2% | Added |
| PEAK6 LLC | 1,121 | $62.8K | 0.00% | +1,121 | New |
| Longfellow Investment Management Co LLC | 1,304 | $73.1K | 0.02% | +434+49.9% | Added |
| Center for Financial Planning, Inc. | 1,432 | $80.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,549 | $86.8K | 0.00% | +334+27.5% | Added |
| 1620 Investment Advisors, Inc. | 1,615 | $90.5K | 0.07% | −149−8.4% | Reduced |
| US Bancorp | 1,675 | $93.8K | 0.00% | −74−4.2% | Reduced |
| Quarry LP | 1,797 | $100.7K | 0.02% | −6,816−79.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,805 | $103.8K | 0.00% | +2,297+452.2% | Added |
| Advisors Asset Management, Inc. | 1,994 | $111.7K | 0.00% | −82−3.9% | Reduced |
| Parallel Advisors, LLC | 2,032 | $113.9K | 0.00% | +1,559+329.6% | Added |
| True Wealth Design, LLC | 2,111 | $118.3K | 0.05% | +1,379+188.4% | Added |
| Sterling Capital Management LLC | 2,160 | $121.0K | 0.00% | −273−11.2% | Reduced |
| Signaturefd, LLC | 2,306 | $129.2K | 0.00% | +164+7.7% | Added |
| IFP Advisors, Inc | 2,381 | $133.4K | 0.00% | +2,037+592.2% | Added |
| Harvest Fund Management Co., Ltd | 2,427 | $136.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,474 | $138.6K | 0.01% | −10.0% | Reduced |
| Corebridge Financial, Inc. | 2,499 | $140.0K | 0.00% | −69−2.7% | Reduced |
| Covestor Ltd | 2,538 | $143.0K | 0.09% | −374−12.8% | Reduced |
| DekaBank Deutsche Girozentrale | 2,644 | $146.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,918 | $163.5K | 0.00% | −10,387−78.1% | Reduced |
| Virtus Investment Advisers, Inc. | 3,000 | $168.1K | 0.13% | −5,694−65.5% | Reduced |
| National Bank of Canada | 3,063 | $171.6K | 0.00% | −21,937−87.7% | Reduced |
| Harbor Capital Advisors, Inc. | 3,386 | $190.0K | 0.01% | −172−4.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,410 | $191.6K | 0.00% | −658−16.2% | Reduced |
| Bayforest Capital Ltd | 3,526 | $197.6K | 0.25% | +3,526 | New |
| Lombard Odier Asset Management (USA) Corp | 3,808 | $213.4K | 0.08% | +3,808 | New |
| Janney Montgomery Scott LLC | 3,914 | $219.0K | 0.00% | −2,300−37.0% | Reduced |
| Jump Financial, LLC | 3,925 | $219.9K | 0.00% | +233+6.3% | Added |
| NorthCrest Asset Manangement, LLC | 3,989 | $223.5K | 0.01% | +3,989 | New |
| Fuller & Thaler Asset Management, Inc. | 4,114 | $230.5K | 0.00% | −884,150−99.5% | Reduced |
| HRT Financial LP | 4,123 | $231.0K | 0.00% | −83,169−95.3% | Reduced |
| JT Stratford LLC | 4,162 | $233.2K | 0.04% | +4,162 | New |
| Everence Capital Management Inc | 4,210 | $236.0K | 0.02% | +4,210 | New |
| CIBC Asset Management Inc | 4,242 | $237.7K | 0.00% | +227+5.7% | Added |
| Kovitz Investment Group Partners, LLC | 4,242 | $237.7K | 0.00% | +4,242 | New |
| Marex Group plc | 4,263 | $238.9K | 0.00% | +4,263 | New |
| Moody National Bank Trust Division | 4,290 | $240.4K | 0.03% | −26,347−86.0% | Reduced |
| Institute for Wealth Management, LLC. | 4,396 | $246.3K | 0.03% | −25−0.6% | Reduced |
| Machina Capital S.A.S. | 4,595 | $257.5K | 0.11% | +4,595 | New |
| Glenmede Trust Co NA | 4,643 | $260.1K | 0.00% | −526,914−99.1% | Reduced |