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 |
|---|---|---|---|---|---|
| DLD Asset Management, LP | 0 | $0 | 0.00% | −39,100−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −38,352−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −37,975−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −37,701−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −37,265−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −31,978−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −29,966−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −25,774−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −25,755−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −25,203−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −21,664−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −21,495−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −19,895−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,233−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −18,896−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −17,673−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −17,170−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −15,572−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −15,727−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −15,719−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −13,094−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −12,869−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,550−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −12,291−100.0% | Sold out |
| Sirios Capital Management L P | 0 | $0 | 0.00% | −12,261−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −11,854−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −31,887−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,391−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −10,279−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,810−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −9,749−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −9,686−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −7,750−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −7,707−100.0% | Sold out |
| BloombergSen Inc. | 0 | $0 | 0.00% | −7,567−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −7,402−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −6,729−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,675−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −6,249−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −6,037−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −6,007−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −5,382−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,174−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,028−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −4,661−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −4,649−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −4,309−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −4,321−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,229−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −4,131−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,891−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Eisler Capital (US) LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Crystalline Management Inc. | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |