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 |
|---|---|---|---|---|---|
| Polymer Capital Management (US) LLC | 4,712 | $264.0K | 0.08% | +4,712 | New |
| Claro Advisors LLC | 4,754 | $266.4K | 0.04% | +4,754 | New |
| Tower Research Capital LLC (TRC) | 4,809 | $269.4K | 0.01% | −1,104−18.7% | Reduced |
| Buckingham Strategic Partners | 4,809 | $269.4K | 0.00% | +4,809 | New |
| LPL Financial LLC | 4,844 | $271.4K | 0.00% | −27,444−85.0% | Reduced |
| KBC Group NV | 4,855 | $272.0K | 0.00% | +1,143+30.8% | Added |
| Ensign Peak Advisors, Inc | 4,864 | $272.5K | 0.00% | −43,543−90.0% | Reduced |
| Baird Financial Group, Inc. | 4,930 | $276.2K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 4,956 | $277.7K | 0.04% | +4,956 | New |
| Jones Financial Companies LLLP | 4,996 | $279.9K | 0.00% | +59+1.2% | Added |
| ProShare Advisors LLC | 5,259 | $294.7K | 0.00% | +159+3.1% | Added |
| Mariner, LLC | 5,322 | $298.2K | 0.00% | −1,539−22.4% | Reduced |
| AdvisorNet Financial, Inc | 5,444 | $305.0K | 0.03% | −24−0.4% | Reduced |
| Russell Investments Group, Ltd. | 5,445 | $305.1K | 0.00% | −125,296−95.8% | Reduced |
| Wolverine Trading, LLC | 5,453 | $305.5K | 0.01% | −6,378−53.9% | Reduced |
| Profund Advisors LLC | 5,818 | $326.0K | 0.01% | +185+3.3% | Added |
| Gries Financial LLC | 6,013 | $336.9K | 0.06% | +855+16.6% | Added |
| Freestone Capital Holdings, LLC | 6,109 | $342.3K | 0.01% | −3,060−33.4% | Reduced |
| Capital Performance Advisors LLP | 6,165 | $345.4K | 0.11% | +3,423+124.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 6,193 | $347.0K | 0.11% | +6,193 | New |
| Poinciana Advisors Group, LLC | 6,346 | $355.6K | 0.36% | +6,346 | New |
| Mercer Global Advisors Inc | 6,691 | $374.9K | 0.00% | +6,691 | New |
| FRG Family Wealth Advisors LLC | 6,778 | $379.8K | 0.07% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,009 | $393.9K | 0.01% | +7,009 | New |
| Utah Retirement Systems | 7,200 | $403.4K | 0.00% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 7,214 | $404.2K | 0.07% | −893−11.0% | Reduced |
| Maryland State Retirement & Pension System | 7,242 | $405.8K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 7,380 | $413.5K | 0.01% | −330−4.3% | Reduced |
| Perkins Coie Trust Co | 7,481 | $419.1K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,596 | $425.6K | 0.02% | +482+6.8% | Added |
| Commerce Bank | 8,030 | $449.9K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 8,211 | $460.1K | 0.01% | −2,088−20.3% | Reduced |
| MetLife Investment Management | 8,353 | $468.0K | 0.00% | −75−0.9% | Reduced |
| SG Americas Securities, LLC | 8,680 | $486.0K | 0.00% | +3,316+61.8% | Added |
| Amalgamated Bank | 8,709 | $488.0K | 0.00% | +217+2.6% | Added |
| Capital World Investors | 8,825 | $494.5K | 0.00% | −2,153,108−99.6% | Reduced |
| EP Wealth Advisors, LLC | 9,404 | $526.9K | 0.00% | +4,629+96.9% | Added |
| Evanson Asset Management, LLC | 9,500 | $532.3K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,613 | $538.6K | 0.00% | +9,613 | New |
| Walleye Trading LLC | 10,000 | $560.3K | 0.01% | +10,000 | New |
| Susquehanna International Group, LLP | 10,367 | $580.9K | 0.00% | −1,101−9.6% | Reduced |
| Raymond James Financial Inc | 10,931 | $612.5K | 0.00% | +10,931 | New |
| Loomis Sayles & Co L P | 11,312 | $634.0K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 11,370 | $637.1K | 0.28% | +5,175+83.5% | Added |
| Principal Financial Group Inc | 11,375 | $637.3K | 0.00% | −163−1.4% | Reduced |
| JustInvest LLC | 11,464 | $642.3K | 0.01% | −437−3.7% | Reduced |
| Washington Capital Management Inc | 11,575 | $648.5K | 0.51% | −2,400−17.2% | Reduced |
| Ironwood Investment Management LLC | 11,635 | $651.9K | 0.32% | +183+1.6% | Added |
| Boothbay Fund Management, LLC | 12,302 | $689.3K | 0.02% | +7,462+154.2% | Added |
| Larson Financial Group LLC | 12,643 | $708.4K | 0.04% | −610−4.6% | Reduced |
| BCK Capital Management LP | 13,000 | $728.4K | 0.53% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,503 | $757.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 13,513 | $757.1K | 0.24% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 13,644 | $764.5K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 13,971 | $782.8K | 0.00% | +917+7.0% | Added |
| Gsa Capital Partners LLP | 14,072 | $788.0K | 0.06% | +4,497+47.0% | Added |
| Oak Thistle LLC | 14,238 | $797.8K | 0.24% | −4,243−23.0% | Reduced |
| Cetera Investment Advisers | 14,435 | $808.8K | 0.00% | +1,241+9.4% | Added |
| Merit Financial Group, LLC | 14,437 | $808.9K | 0.01% | +14,437 | New |
| Lighthouse Investment Partners, LLC | 15,204 | $851.9K | 0.03% | +4,630+43.8% | Added |
| TrimTabs Asset Management, LLC | 15,646 | $876.6K | 0.12% | +15,646 | New |
| K2 Principal Fund, L.P. | 15,746 | $882.2K | 0.13% | +15,746 | New |
| Wells Fargo & Company | 16,752 | $938.6K | 0.00% | −17,383−50.9% | Reduced |
| Two Sigma Investments, LP | 16,910 | $947.5K | 0.00% | +2,610+18.3% | Added |
| Quest Partners LLC | 17,086 | $957.3K | 0.13% | +10,105+144.8% | Added |
| PenderFund Capital Management Ltd. | 11,900 | $958.3K | 0.21% | +7,900+197.5% | Added |
| Creative Planning | 17,161 | $961.5K | 0.00% | +6,382+59.2% | Added |
| Teacher Retirement System of Texas | 17,192 | $963.0K | 0.00% | +17,192 | New |
| BNP Paribas Arbitrage, SA | 17,977 | $1.01M | 0.00% | −2,382−11.7% | Reduced |
| Xponance, Inc. | 18,032 | $1.01M | 0.01% | +879+5.1% | Added |
| Walleye Capital LLC | 18,482 | $1.04M | 0.01% | −7,942−30.1% | Reduced |
| Pictet Asset Management Holding SA | 18,745 | $1.05M | 0.00% | +2,445+15.0% | Added |
| Victory Capital Management Inc | 18,837 | $1.06M | 0.00% | −189,987−91.0% | Reduced |
| Colony Group, LLC | 18,926 | $1.06M | 0.00% | +8,051+74.0% | Added |
| Rafferty Asset Management, LLC | 19,354 | $1.08M | 0.00% | +1,261+7.0% | Added |
| Gotham Asset Management, LLC | 19,945 | $1.12M | 0.01% | −14,121−41.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,000 | $1.12M | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 20,682 | $1.16M | 0.01% | −9,655−31.8% | Reduced |
| STRS Ohio | 21,810 | $1.22M | 0.00% | +21,810 | New |
| Sherbrooke Park Advisers LLC | 21,882 | $1.23M | 0.39% | −21,919−50.0% | Reduced |
| TCP Asset Management, LLC | 22,655 | $1.27M | 0.28% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 23,653 | $1.33M | 0.01% | +205+0.9% | Added |
| Captrust Financial Advisors | 23,816 | $1.33M | 0.00% | +10,505+78.9% | Added |
| State of Alaska, Department of Revenue | 24,459 | $1.37M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 25,169 | $1.41M | 0.00% | −237,175−90.4% | Reduced |
| RAM Investment Partners, LLC | 25,414 | $1.42M | 0.35% | +4,960+24.2% | Added |
| Crescent Grove Advisors, LLC | 25,476 | $1.43M | 0.14% | −19,610−43.5% | Reduced |
| Meteora Capital, LLC | 26,000 | $1.46M | 0.52% | +26,000 | New |
| CSS LLC | 26,900 | $1.51M | 0.09% | +26,900 | New |
| Pallas Capital Advisors LLC | 27,050 | $1.52M | 0.06% | +6,263+30.1% | Added |
| Danske Bank A/S | 27,137 | $1.52M | 0.00% | −89,854−76.8% | Reduced |
| Handelsbanken Fonder AB | 32,275 | $1.81M | 0.01% | +2,300+7.7% | Added |
| Lazard Asset Management LLC | 32,660 | $1.83M | 0.00% | +2,430+8.0% | Added |
| Burren Capital Advisors Ltd | 33,218 | $1.86M | 11.09% | +33,218 | New |
| Panagora Asset Management Inc | 34,122 | $1.91M | 0.01% | −168,591−83.2% | Reduced |
| Manufacturers Life Insurance Company, The | 34,609 | $1.94M | 0.00% | +1,146+3.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,057 | $1.96M | 0.01% | +5,750+19.6% | Added |
| Bessemer Group Inc | 35,661 | $2.00M | 0.00% | −3,640−9.3% | Reduced |
| Simplex Trading, LLC | 36,079 | $2.02M | 0.06% | +36,079 | New |
| Arizona State Retirement System | 38,364 | $2.15M | 0.01% | +521+1.4% | Added |