Smartsheet Ownership 2024 | Who Owns Smartsheet Now?
Institutional Ownership
91.12%
Insider Ownership
2.91%
Retail Ownership
5.97%
Institutional Holders
409.00
Smartsheet Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10.32% | 0.01% | 14,178,581 | 369,373 | 2.67% | 624,991,851 | Jun 30, 2024 |
| BLACKROCK INC. | 6.17% | 0.01% | 8,484,259 | 815,161 | 10.63% | 373,986,136 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 5.16% | 0.05% | 7,089,750 | -2,523,946 | -26.25% | 312,516,180 | Jun 30, 2024 |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 4.71% | 7.58% | 6,466,672 | 4,343,872 | 204.63% | 285,050,902 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 3.30% | 2.38% | 4,534,710 | 1,113,442 | 32.54% | 199,890,017 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 3.09% | 3.02% | 4,251,328 | 358,988 | 9.22% | 187,398,538 | Jun 30, 2024 |
| BROWN CAPITAL MANAGEMENT LLC | 2.97% | 3.63% | 4,077,889 | -421,070 | -9.36% | 179,753,347 | Jun 30, 2024 |
| NORTH PEAK CAPITAL MANAGEMENT, LLC | 2.46% | 17.53% | 3,385,459 | -141,464 | -4.01% | 149,231,033 | Jun 30, 2024 |
| DORSAL CAPITAL MANAGEMENT, LLC | 2.09% | 4.36% | 2,875,000 | -275,000 | -8.73% | 126,730,000 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.97% | 0.73% | 2,710,110 | -32,975 | -1.20% | 119,461,649 | Jun 30, 2024 |
| DORSEY ASSET MANAGEMENT, LLC | 1.80% | 13.03% | 2,480,389 | -31,939 | -1.27% | 109,335,547 | Jun 30, 2024 |
| STATE STREET CORP | 1.71% | 0.00% | 2,346,596 | 69,728 | 3.06% | 103,437,952,000 | Jun 30, 2024 |
| RGM CAPITAL, LLC | 1.62% | 3.93% | 2,223,763 | 156,817 | 7.59% | 98,023,473 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.59% | 0.01% | 2,178,757 | 76,690 | 3.65% | 96,066,848 | Jun 30, 2024 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 1.53% | 1.45% | 2,096,864 | 120,200 | 6.08% | 92,429,765 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.34% | 0.34% | 1,839,530 | 631,750 | 52.31% | 81,086,482 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 1.34% | 0.11% | 1,835,994 | 533,278 | 40.94% | 80,930,616 | Jun 30, 2024 |
| CORONATION FUND MANAGERS LTD. | 1.09% | 1.89% | 1,491,666 | -58,537 | -3.78% | 65,752,637 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.06% | 0.01% | 1,458,667 | 18,543 | 1.29% | 64,298,042 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.05% | 0.01% | 1,440,375 | -241,476 | -14.36% | 63,491,730 | Jun 30, 2024 |
Smartsheet's largest institutional shareholder is VANGUARD GROUP INC, holding 10.32% of the company's total share outstanding, currently valued at $624.99M. The top 10 institutional shareholders own together 42.24% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORTH PEAK CAPITAL MANAGEMENT, LLC | 2.46% | 17.53% | 3,385,459 | -141,464 | -4.01% | 149,231,033 | Jun 30, 2024 |
| COTA CAPITAL MANAGEMENT, LLC | 0.08% | 16.40% | 105,396 | - | - | 4,645,856 | Jun 30, 2024 |
| DORSEY ASSET MANAGEMENT, LLC | 1.80% | 13.03% | 2,480,389 | -31,939 | -1.27% | 109,335,547 | Jun 30, 2024 |
| EVR RESEARCH LP | 0.57% | 10.40% | 790,000 | 310,000 | 64.58% | 34,823,200 | Jun 30, 2024 |
| KEENAN CAPITAL, LLC | 0.69% | 10.29% | 953,433 | - | - | 42,027,327 | Jun 30, 2024 |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 4.71% | 7.58% | 6,466,672 | 4,343,872 | 204.63% | 285,050,902 | Jun 30, 2024 |
| OBERNDORF WILLIAM E | 0.07% | 7.26% | 93,955 | - | - | 4,141,536 | Jun 30, 2024 |
| WASHINGTON HARBOUR PARTNERS LP | 0.06% | 6.62% | 86,034 | -7,000 | -7.52% | 3,792,379 | Jun 30, 2024 |
| TENSILE CAPITAL MANAGEMENT LP | 0.78% | 5.18% | 1,066,176 | -143,340 | -11.85% | 46,997,038 | Jun 30, 2024 |
| ENGAGED CAPITAL LLC | 0.49% | 5.07% | 671,496 | 671,496 | 100.00% | 29,599,544 | Jun 30, 2024 |
| DORSAL CAPITAL MANAGEMENT, LLC | 2.09% | 4.36% | 2,875,000 | -275,000 | -8.73% | 126,730,000 | Jun 30, 2024 |
| RGM CAPITAL, LLC | 1.62% | 3.93% | 2,223,763 | 156,817 | 7.59% | 98,023,473 | Jun 30, 2024 |
| BROWN CAPITAL MANAGEMENT LLC | 2.97% | 3.63% | 4,077,889 | -421,070 | -9.36% | 179,753,347 | Jun 30, 2024 |
| TREMBLANT CAPITAL GROUP | 0.51% | 3.32% | 695,023 | -75,284 | -9.77% | 30,636,614 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 3.09% | 3.02% | 4,251,328 | 358,988 | 9.22% | 187,398,538 | Jun 30, 2024 |
| ANDAR CAPITAL MANAGEMENT HK LTD | 0.03% | 2.75% | 45,000 | 45,000 | 100.00% | 1,983,600 | Jun 30, 2024 |
| SCOPIA CAPITAL MANAGEMENT LP | 0.28% | 2.56% | 391,633 | 322,052 | 462.84% | 17,263,183 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 3.30% | 2.38% | 4,534,710 | 1,113,442 | 32.54% | 199,890,017 | Jun 30, 2024 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 0.76% | 1.98% | 1,045,446 | 851,566 | 439.22% | 46,083,260 | Jun 30, 2024 |
| CORONATION FUND MANAGERS LTD. | 1.09% | 1.89% | 1,491,666 | -58,537 | -3.78% | 65,752,637 | Jun 30, 2024 |
The largest Smartsheet shareholder by % of total assets is NORTH PEAK CAPITAL MANAGEMENT, LLC. The company owns 3.39M shares of Smartsheet (SMAR), representing 17.53% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 4.71% | 7.58% | 6,466,672 | 4,343,872 | 204.63% | 285,050,902 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 3.30% | 2.38% | 4,534,710 | 1,113,442 | 32.54% | 199,890,017 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.98% | 0.09% | 1,349,639 | 881,004 | 187.99% | 58,844,260 | Jun 30, 2024 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 0.76% | 1.98% | 1,045,446 | 851,566 | 439.22% | 46,083,260 | Jun 30, 2024 |
| BLACKROCK INC. | 6.17% | 0.01% | 8,484,259 | 815,161 | 10.63% | 373,986,136 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.58% | 0.15% | 792,288 | 792,288 | 100.00% | 34,924,063 | Jun 30, 2024 |
| ENGAGED CAPITAL LLC | 0.49% | 5.07% | 671,496 | 671,496 | 100.00% | 29,599,544 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.34% | 0.34% | 1,839,530 | 631,750 | 52.31% | 81,086,482 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 1.34% | 0.11% | 1,835,994 | 533,278 | 40.94% | 80,930,616 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.35% | 0.11% | 482,177 | 482,177 | 100.00% | 21,254,362 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.61% | 0.01% | 831,709 | 430,481 | 107.29% | 36,660,035 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.32% | 0.01% | 14,178,581 | 369,373 | 2.67% | 624,991,851 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.30% | 0.02% | 411,082 | 359,879 | 702.85% | 18,120,495 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 3.09% | 3.02% | 4,251,328 | 358,988 | 9.22% | 187,398,538 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.51% | 0.21% | 704,043 | 344,566 | 95.85% | 31,034,215 | Jun 30, 2024 |
| SCOPIA CAPITAL MANAGEMENT LP | 0.28% | 2.56% | 391,633 | 322,052 | 462.84% | 17,263,183 | Jun 30, 2024 |
| EVR RESEARCH LP | 0.57% | 10.40% | 790,000 | 310,000 | 64.58% | 34,823,200 | Jun 30, 2024 |
| NORGES BANK | 0.21% | 0.00% | 290,672 | 290,672 | 100.00% | 12,812,822 | Jun 30, 2024 |
| FMR LLC | 0.18% | 0.00% | 248,855 | 245,331 | 6961.72% | 10,969,529 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.14% | 0.01% | 185,839 | 185,839 | 100.00% | 8,227,093 | Jun 30, 2024 |
As of Jun 30 2024, Smartsheet's largest institutional buyer is VISTA EQUITY PARTNERS MANAGEMENT, LLC. The company purchased 4.34M stocks of SMAR, valued at $285.05M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL WORLD INVESTORS | 5.16% | 0.05% | 7,089,750 | -2,523,946 | -26.25% | 312,516,180 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.06% | 0.00% | 87,462 | -2,064,434 | -95.94% | 3,855,325 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.77% | 0.05% | 1,058,472 | -1,459,892 | -57.97% | 46,657,445 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.03% | 0.31% | 1,421,010 | -965,262 | -40.45% | 62,638,121 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.31% | 0.11% | 429,055 | -839,129 | -66.17% | 18,912,744 | Jun 30, 2024 |
| BAMCO INC /NY/ | - | - | - | -765,464 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.11% | 0.02% | 155,682 | -761,840 | -83.03% | 6,862,463 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.27% | 0.03% | 376,476 | -725,267 | -65.83% | 16,595,062 | Jun 30, 2024 |
| J. GOLDMAN & CO LP | - | - | - | -606,793 | -100.00% | - | Jun 30, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | - | - | - | -569,528 | -100.00% | - | Jun 30, 2024 |
| BROWN CAPITAL MANAGEMENT LLC | 2.97% | 3.63% | 4,077,889 | -421,070 | -9.36% | 179,753,347 | Jun 30, 2024 |
| OPTIMUS PRIME FUND MANAGEMENT CO., LTD. | 0.02% | 0.16% | 30,000 | -345,700 | -92.01% | 1,322,400 | Jun 30, 2024 |
| GLYNN CAPITAL MANAGEMENT LLC | - | - | - | -313,077 | -100.00% | - | Jun 30, 2024 |
| WOODLINE PARTNERS LP | - | - | - | -277,135 | -100.00% | - | Jun 30, 2024 |
| DORSAL CAPITAL MANAGEMENT, LLC | 2.09% | 4.36% | 2,875,000 | -275,000 | -8.73% | 126,730,000 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.05% | 0.01% | 1,440,375 | -241,476 | -14.36% | 63,491,730 | Jun 30, 2024 |
| ALKEON CAPITAL MANAGEMENT LLC | 0.61% | 0.06% | 835,628 | -200,000 | -19.31% | 36,834,483 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.34% | 0.11% | 463,878 | -183,305 | -28.32% | 20,642,571 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.60% | 0.06% | 821,600 | -181,000 | -18.05% | 36,216,128 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.06% | 0.00% | 78,777 | -175,412 | -69.01% | 3,472,490 | Jun 30, 2024 |
As of Jun 30 2024, Smartsheet's biggest institutional seller is CAPITAL WORLD INVESTORS. The company sold -2.52M shares of SMAR, valued at $312.52M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.58% | 0.15% | 792,288 | 792,288 | 100.00% | 34,924,063 | Jun 30, 2024 |
| ENGAGED CAPITAL LLC | 0.49% | 5.07% | 671,496 | 671,496 | 100.00% | 29,599,544 | Jun 30, 2024 |
| NORGES BANK | 0.21% | 0.00% | 290,672 | 290,672 | 100.00% | 12,812,822 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.14% | 0.01% | 185,839 | 185,839 | 100.00% | 8,227,093 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.11% | 0.15% | 145,201 | 145,201 | 100.00% | 6,400,460 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.09% | 0.01% | 119,709 | 119,709 | 100.00% | 5,276,378 | Jun 30, 2024 |
| ING GROEP NV | 0.08% | 0.03% | 107,300 | 107,300 | 100.00% | 4,729,784 | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | 0.07% | 0.02% | 94,186 | 94,186 | 100.00% | 4,151,718 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.06% | 0.05% | 80,000 | 80,000 | 100.00% | 3,526,400 | Jun 30, 2024 |
| BAILARD, INC. | 0.06% | 0.09% | 77,929 | 77,929 | 100.00% | 3,435,110 | Jun 30, 2024 |
| SORA INVESTORS LLC | 0.05% | 0.61% | 75,000 | 75,000 | 100.00% | 3,306,000 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.05% | 0.01% | 74,287 | 74,287 | 100.00% | 3,274,574 | Jun 30, 2024 |
| GFS ADVISORS, LLC | 0.05% | 0.00% | 65,705 | 65,705 | 100.00% | 30,000 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.03% | 0.04% | 41,691 | 41,691 | 100.00% | 1,837,740 | Jun 30, 2024 |
| TWIN CAPITAL MANAGEMENT INC | 0.03% | 0.21% | 40,109 | 40,109 | 100.00% | 1,768,005 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.03% | 0.15% | 39,704 | 39,704 | 100.00% | 1,750,152 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.03% | 0.00% | 39,100 | 39,100 | 100.00% | 1,723,528 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.02% | 0.83% | 25,246 | 25,246 | 100.00% | 1,112,843 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.02% | 0.00% | 24,800 | 24,800 | 100.00% | 1,093,184 | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | 0.01% | 0.03% | 13,532 | 13,532 | 100.00% | 646,965 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.01% | 0.12% | 13,399 | 13,399 | 100.00% | 590,628 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.01% | 0.00% | 12,800 | 12,800 | 100.00% | 564,224 | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | 0.01% | 0.24% | 12,041 | 12,041 | 100.00% | 530,767 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.01% | 0.01% | 11,905 | 11,905 | 100.00% | 524,772 | Jun 30, 2024 |
| SYNOVUS FINANCIAL CORP | 0.01% | 0.01% | 11,383 | 11,383 | 100.00% | 501,766 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.01% | 0.01% | 9,460 | 9,460 | 100.00% | 416,997 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.01% | 0.08% | 8,907 | 8,907 | 100.00% | 392,621 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.01% | 0.01% | 8,678 | 8,678 | 100.00% | 382,526 | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.01% | 0.00% | 7,872 | 7,872 | 100.00% | 346,998 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.01% | 0.00% | 7,751 | 7,751 | 100.00% | 341,664,000 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 0.00% | 7,265 | 7,265 | 100.00% | 320,241 | Jun 30, 2024 |
| FORA CAPITAL, LLC | 0.00% | 0.04% | 6,750 | 6,750 | 100.00% | 297,540 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.00% | 0.00% | 6,200 | 6,200 | 100.00% | 273,296 | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | 0.00% | 0.02% | 5,825 | 5,825 | 100.00% | 257,000 | Jun 30, 2024 |
| PROCYON ADVISORS, LLC | 0.00% | 0.02% | 5,144 | 5,144 | 100.00% | 226,748 | Jun 30, 2024 |
| GRIES FINANCIAL LLC | 0.00% | 0.05% | 4,987 | 4,987 | 100.00% | 219,827 | Jun 30, 2024 |
| JT STRATFORD LLC | 0.00% | 0.04% | 4,779 | 4,779 | 100.00% | 210,658 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 4,754 | 4,754 | 100.00% | 209,556 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.00% | 0.00% | 4,640 | 4,640 | 100.00% | 204,531 | Jun 30, 2024 |
| DONOGHUE FORLINES LLC | 0.00% | 0.06% | 4,572 | 4,572 | 100.00% | 201,534 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | 0.00% | 2,763 | 2,763 | 100.00% | 121,793 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 2,522 | 2,522 | 100.00% | 111,170 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.02% | 2,089 | 2,089 | 100.00% | 92,083 | Jun 30, 2024 |
| C M BIDWELL & ASSOCIATES LTD | 0.00% | 0.06% | 1,905 | 1,905 | 100.00% | 83,972 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.06% | 1,675 | 1,675 | 100.00% | 73,834 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 0.00% | 0.01% | 501 | 501 | 100.00% | 22,084 | Jun 30, 2024 |
| AVION WEALTH | 0.00% | 0.00% | 245 | 245 | 100.00% | 10,000 | Jun 30, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.00% | 0.00% | 234 | 234 | 100.00% | 254,959 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 35 | 35 | 100.00% | 1,543 | Jun 30, 2024 |
| IFP ADVISORS, INC | - | 0.00% | 33 | 33 | 100.00% | 1,455 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 27 | 27 | 100.00% | 1,190 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 14 | 14 | 100.00% | 664 | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | 1 | 1 | 100.00% | 44 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 45 | Jun 30, 2024 |
Smartsheet's largest new institutional shareholder by number of shares is FULLER & THALER ASSET MANAGEMENT, INC., purchased 792.29K shares, valued at $34.92M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAMCO INC /NY/ | - | - | - | -765,464 | -100.00% | - | Jun 30, 2024 |
| J. GOLDMAN & CO LP | - | - | - | -606,793 | -100.00% | - | Jun 30, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | - | - | - | -569,528 | -100.00% | - | Jun 30, 2024 |
| GLYNN CAPITAL MANAGEMENT LLC | - | - | - | -313,077 | -100.00% | - | Jun 30, 2024 |
| WOODLINE PARTNERS LP | - | - | - | -277,135 | -100.00% | - | Jun 30, 2024 |
| M&G PLC | - | - | - | -164,776 | -100.00% | - | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -150,000 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -101,596 | -100.00% | - | Jun 30, 2024 |
| FUND 1 INVESTMENTS, LLC | - | - | - | -48,806 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -40,716 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -39,270 | -100.00% | - | Jun 30, 2024 |
| D.A. DAVIDSON & CO. | - | - | - | -37,230 | -100.00% | - | Jun 30, 2024 |
| HEL VED CAPITAL MANAGEMENT LTD | - | - | - | -32,152 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -19,215 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -18,146 | -100.00% | - | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | - | - | - | -16,559 | -100.00% | - | Jun 30, 2024 |
| MAXI INVESTMENTS CY LTD | - | - | - | -16,525 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -16,147 | -100.00% | - | Jun 30, 2024 |
| FORMULA GROWTH LTD | - | - | - | -15,796 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -15,683 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -14,472 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -13,716 | -100.00% | - | Jun 30, 2024 |
| SUMMIT TRAIL ADVISORS, LLC | - | - | - | -12,936 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -11,205 | -100.00% | - | Jun 30, 2024 |
| K2 PRINCIPAL FUND, L.P. | - | - | - | -9,500 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -8,525 | -100.00% | - | Jun 30, 2024 |
| BRANDYWINE MANAGERS, LLC | - | - | - | -7,700 | -100.00% | - | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -5,274 | -100.00% | - | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | - | - | - | -4,981 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -2,432 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -2,134 | -100.00% | - | Jun 30, 2024 |
| PLATO INVESTMENT MANAGEMENT LTD | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -323 | -100.00% | - | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -81 | -100.00% | - | Jun 30, 2024 |
Smartsheet's largest sold out institutional shareholder by shares sold is BAMCO INC /NY/, sold -0.77M shares, valued at -, as of undefined.
Smartsheet Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SPARROW FUNDS | 1.98% | 7,060 | - | - | Feb 29, 2024 |
| AGF Investments Trust | 1.26% | -23,901 | 2,799 | -10.48% | Mar 31, 2024 |
| Brown Capital Management Mutual Funds | 1.24% | 3,714,022 | - | - | Dec 31, 2023 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.60% | 227,811 | - | - | Mar 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.58% | 541,392 | - | - | Jan 31, 2024 |
| ALGER FUNDS | 0.57% | 544,229 | -125,961 | -18.79% | Jan 31, 2024 |
| NEW ECONOMY FUND | 0.55% | 2,476,001 | -2,605 | -0.11% | Feb 29, 2024 |
| AB DISCOVERY GROWTH FUND, INC. | 0.50% | 744,789 | -52,705 | -6.61% | Jan 31, 2024 |
| BlackRock Science & Technology Trust II | 0.48% | 266,336 | - | - | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.35% | 826,248 | 439,820 | 113.82% | Mar 28, 2024 |
| OSI ETF Trust | 0.35% | 60,702 | 1,249 | 2.10% | Mar 31, 2022 |
| PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. | 0.29% | 583,101 | - | - | Feb 29, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.22% | 696,100 | 8,600 | 1.25% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.21% | 165,190 | 11,690 | 7.62% | Mar 31, 2024 |
| HSBC FUNDS | 0.20% | 6,410 | - | - | Jan 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.20% | 69,200 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.20% | 2,451,422 | 300,286 | 13.96% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.17% | 87,916 | - | - | Mar 31, 2024 |
| GROWTH FUND OF AMERICA | 0.15% | 3,789,626 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.15% | 1,498,942 | 132,870 | 9.73% | Mar 31, 2024 |
| BlackRock Science & Technology Trust | 0.15% | 77,018 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.13% | 194,109 | -86,445 | -30.81% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.12% | 482,473 | 249,712 | 107.28% | Jan 31, 2024 |
| T. Rowe Price New Horizons Fund, Inc. | 0.12% | 593,305 | - | - | Mar 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.12% | 30,478 | - | - | Jan 31, 2024 |
| Global Beta ETF Trust | 0.12% | 323 | - | - | May 31, 2022 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.11% | 2,238,614 | - | - | Mar 31, 2024 |
| Cushing Mutual Funds Trust | 0.10% | 2,792 | - | - | Aug 31, 2023 |
| NEW PERSPECTIVE FUND | 0.09% | 2,854,078 | -1,717 | -0.06% | Mar 31, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.08% | 595,000 | 45,000 | 8.18% | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.08% | 15,842 | -81 | -0.51% | Mar 28, 2024 |
| SMALLCAP WORLD FUND INC | 0.08% | 5,512,936 | -781,801 | -12.42% | Mar 31, 2024 |
| Morgan Stanley Insight Fund | 0.07% | 1,090,366 | - | - | Mar 31, 2024 |
| ALGER PORTFOLIOS | 0.07% | 25,678 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.06% | 463,621 | 55,093 | 13.49% | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.06% | 22,716 | -54,795 | -70.69% | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.06% | 1,142,000 | 342,000 | 42.75% | Jan 31, 2024 |
| Advantage Advisers Xanthus Fund, L.L.C. | 0.05% | 147,965 | -117,496 | -44.26% | Mar 31, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.05% | 5,606 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.04% | 76,500 | - | - | Jan 31, 2024 |
| ACAP Strategic Fund | 0.03% | 509,885 | -384,418 | -42.99% | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.03% | 3,200 | - | - | Feb 29, 2024 |
| Collaborative Investment Series Trust | 0.03% | 5,314 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.03% | 136,319 | - | - | Mar 28, 2024 |
| HARBOR FUNDS | 0.03% | 624,382 | 48,718 | 8.46% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 11,252,438 | -1,906,894 | -14.49% | Mar 31, 2024 |
| AB CAP FUND, INC. | 0.02% | 819,345 | -56,812 | -6.48% | Jan 31, 2024 |
| Zacks Trust | 0.02% | 2,061 | 2,061 | - | Feb 29, 2024 |
| RENAISSANCE CAPITAL GREENWICH FUNDS | 0.02% | 16,423 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.02% | 11,230 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.02% | 35,090 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.02% | 232,930 | -97,838 | -29.58% | Jan 31, 2024 |
| AMG FUNDS | 0.01% | 408,500 | -4,100 | -0.99% | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.01% | 11,200 | - | - | Dec 31, 2023 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 416,873 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.01% | 52,560 | - | - | Dec 29, 2023 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.01% | 24,128 | - | - | Mar 31, 2024 |
| AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.01% | 256,503 | - | - | Jan 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 74,863 | -21 | -0.03% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,729 | -887 | -24.53% | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 6,961 | -341 | -4.67% | Mar 31, 2024 |
| Innovator ETFs Trust | 0.01% | 47,638 | 4,833 | 11.29% | Jan 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.01% | 579,508 | - | - | Mar 28, 2024 |
| PIONEER SERIES TRUST II | 0.01% | 132,490 | - | - | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 260,726 | 370 | 0.14% | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 24,968 | -615 | -2.40% | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.01% | 9,465 | - | - | Mar 31, 2022 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.01% | 394,757 | 75,885 | 23.80% | Mar 31, 2024 |
| MORGAN STANLEY INSTITUTIONAL FUND INC | 0.01% | 522,253 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.01% | 41,861 | - | - | Mar 31, 2020 |
| FIDELITY COVINGTON TRUST | 0.01% | 131,361 | 82,116 | 166.75% | Jan 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.01% | 862 | - | - | Dec 31, 2020 |
| ADVISORS' INNER CIRCLE FUND | 0.01% | 157,274 | - | - | Jan 31, 2024 |
| UBS FUNDS | 0.01% | 27,800 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,190,451 | 52,524 | 4.62% | Feb 29, 2024 |
| Securian Funds Trust | 0.01% | 57,057 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.01% | 1,325,955 | 29,630 | 2.29% | Feb 29, 2024 |
| Capitol Series Trust | 0.01% | 52,600 | - | - | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 645,000 | 55,000 | 9.32% | Jan 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 313,700 | - | - | Feb 29, 2024 |
| TrimTabs ETF Trust | 0.00% | 3,050 | 3,050 | - | Jan 31, 2024 |
| Tributary Funds, Inc. | 0.00% | 21,500 | - | - | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.00% | 27,307 | - | - | Aug 31, 2023 |
| Goldman Sachs ETF Trust II | 0.00% | 4,296 | 12 | 0.28% | Feb 29, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 929,760 | - | - | Feb 29, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.00% | 70,000 | - | - | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 30,233 | - | - | Mar 28, 2024 |
| Nushares ETF Trust | 0.00% | 23,524 | - | - | Jan 31, 2024 |
| CARILLON SERIES TRUST | 0.00% | 178,738 | -8,495 | -4.54% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 98,010 | - | - | Mar 31, 2024 |
| Destra Investment Trust | 0.00% | 5,179 | -69 | -1.31% | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 13,277 | - | - | Mar 28, 2024 |
| IndexIQ ETF Trust | 0.00% | 6,805 | -478 | -6.56% | Jan 31, 2024 |
| FORUM FUNDS | 0.00% | 6,735 | - | - | Jan 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 119,354 | 32,521 | 37.45% | Mar 28, 2024 |
| ALPS ETF Trust | 0.00% | 34,014 | -2,762 | -7.51% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 79,312 | -6,213 | -7.26% | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.00% | 9,268 | -3,181 | -25.55% | Mar 28, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 79,802 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 13,324 | - | - | Mar 31, 2024 |
Smartsheet's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 7.06K shares, compromising 1.98% of its total assets.
Smartsheet Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 409 | 7.35% |
| 31 Mar, 24 | 381 | -4.51% |
| 31 Dec, 23 | 399 | 7.26% |
| 30 Sep, 23 | 372 | 3.62% |
| 30 Jun, 23 | 359 | -3.75% |
| 31 Mar, 23 | 373 | 11.68% |
| 31 Dec, 22 | 334 | 10.60% |
| 30 Sep, 22 | 302 | -2.89% |
| 30 Jun, 22 | 311 | -7.99% |
| 31 Mar, 22 | 338 | -10.82% |
| 31 Dec, 21 | 379 | 11.14% |
| 30 Sep, 21 | 341 | 3.02% |
| 30 Jun, 21 | 331 | 11.45% |
| 31 Mar, 21 | 297 | -13.91% |
| 31 Dec, 20 | 345 | 16.55% |
| 30 Sep, 20 | 296 | 7.64% |
| 30 Jun, 20 | 275 | 21.68% |
| 31 Mar, 20 | 226 | 6.10% |
| 31 Dec, 19 | 213 | -15.81% |
| 30 Sep, 19 | 253 | 8.58% |
| 30 Jun, 19 | 233 | 30.17% |
| 31 Mar, 19 | 179 | 52.99% |
| 31 Dec, 18 | 117 | 50.00% |
| 30 Sep, 18 | 78 | 20.00% |
| 30 Jun, 18 | 65 | - |
As of 30 Jun 24, 409 institutions are holding Smartsheet's shares, representing an increase of 7.35% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 125,219,430 | 1.11% |
| 31 Mar, 24 | 123,840,722 | 1.13% |
| 31 Dec, 23 | 122,462,873 | 3.29% |
| 30 Sep, 23 | 118,558,011 | -1.22% |
| 30 Jun, 23 | 120,019,593 | -0.11% |
| 31 Mar, 23 | 120,152,173 | 2.09% |
| 31 Dec, 22 | 117,696,479 | 0.14% |
| 30 Sep, 22 | 117,527,348 | -0.64% |
| 30 Jun, 22 | 118,281,229 | 2.79% |
| 31 Mar, 22 | 115,075,537 | 0.69% |
| 31 Dec, 21 | 114,285,895 | 3.09% |
| 30 Sep, 21 | 110,864,097 | 0.26% |
| 30 Jun, 21 | 110,577,505 | 1.04% |
| 31 Mar, 21 | 109,436,518 | 0.50% |
| 31 Dec, 20 | 108,895,561 | -6.80% |
| 30 Sep, 20 | 116,837,881 | -2.48% |
| 30 Jun, 20 | 119,810,901 | 11.22% |
| 31 Mar, 20 | 107,720,158 | 9.50% |
| 31 Dec, 19 | 98,374,578 | 12.71% |
| 30 Sep, 19 | 87,280,800 | 2.02% |
| 30 Jun, 19 | 85,556,112 | 41.43% |
| 31 Mar, 19 | 60,495,239 | 17.18% |
| 31 Dec, 18 | 51,627,942 | 19.30% |
| 30 Sep, 18 | 43,274,525 | 0.93% |
| 30 Jun, 18 | 42,876,541 | - |
Smartsheet (SMAR) has 125.22M shares outstanding as of 30 Jun 24, up 1.11% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 91.12% | 1.11% |
| 31 Mar, 24 | 90.80% | 1.11% |
| 31 Dec, 23 | 90.59% | 1.15% |
| 30 Sep, 23 | 88.59% | 1.08% |
| 30 Jun, 23 | 90.55% | 1.08% |
| 31 Mar, 23 | 91.42% | 1.14% |
| 31 Dec, 22 | 89.55% | 1.11% |
| 30 Sep, 22 | 89.97% | 1.08% |
| 30 Jun, 22 | 91.23% | 1.14% |
| 31 Mar, 22 | 89.54% | 1.08% |
| 31 Dec, 21 | 90.97% | 1.18% |
| 30 Sep, 21 | 87.91% | 1.13% |
| 30 Jun, 21 | 88.31% | 1.14% |
| 31 Mar, 21 | 88.18% | 1.08% |
| 31 Dec, 20 | 90.25% | 0.97% |
| 30 Sep, 20 | 96.40% | 0.97% |
| 30 Jun, 20 | 99.91% | 1.22% |
| 31 Mar, 20 | 90.62% | 1.20% |
| 31 Dec, 19 | 87.06% | 1.56% |
| 30 Sep, 19 | 74.69% | 1.27% |
| 30 Jun, 19 | 76.69% | 2.34% |
| 31 Mar, 19 | 57.29% | 1.49% |
| 31 Dec, 18 | 62.10% | 3.51% |
| 30 Sep, 18 | 42.09% | 2.41% |
| 30 Jun, 18 | 41.80% | - |
As of 30 Jun 24, Smartsheet is held by 91.12% institutional shareholders, representing a 1.11% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 212 | 6.53% |
| 31 Mar, 24 | 199 | -0.50% |
| 31 Dec, 23 | 200 | 11.11% |
| 30 Sep, 23 | 180 | 0.56% |
| 30 Jun, 23 | 179 | -8.21% |
| 31 Mar, 23 | 195 | 12.72% |
| 31 Dec, 22 | 173 | 15.33% |
| 30 Sep, 22 | 150 | -9.09% |
| 30 Jun, 22 | 165 | -4.62% |
| 31 Mar, 22 | 173 | -18.40% |
| 31 Dec, 21 | 212 | 26.95% |
| 30 Sep, 21 | 167 | -18.93% |
| 30 Jun, 21 | 206 | 36.42% |
| 31 Mar, 21 | 151 | -17.03% |
| 31 Dec, 20 | 182 | 1.11% |
| 30 Sep, 20 | 180 | -4.76% |
| 30 Jun, 20 | 189 | 46.51% |
| 31 Mar, 20 | 129 | 24.04% |
| 31 Dec, 19 | 104 | -32.90% |
| 30 Sep, 19 | 155 | -4.91% |
| 30 Jun, 19 | 163 | 29.37% |
| 31 Mar, 19 | 126 | 43.18% |
| 31 Dec, 18 | 88 | 79.59% |
| 30 Sep, 18 | 49 | -24.62% |
| 30 Jun, 18 | 65 | - |
212 institutional shareholders have increased their position in SMAR stock as of 30 Jun 24 compared to 199 in the previous quarter (a 6.53% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 131 | 13.91% |
| 31 Mar, 24 | 115 | -15.44% |
| 31 Dec, 23 | 136 | 14.29% |
| 30 Sep, 23 | 119 | 10.19% |
| 30 Jun, 23 | 108 | -4.42% |
| 31 Mar, 23 | 113 | -1.74% |
| 31 Dec, 22 | 115 | 15.00% |
| 30 Sep, 22 | 100 | 6.38% |
| 30 Jun, 22 | 94 | -10.48% |
| 31 Mar, 22 | 105 | 10.53% |
| 31 Dec, 21 | 95 | -5.00% |
| 30 Sep, 21 | 100 | 44.93% |
| 30 Jun, 21 | 69 | -25.00% |
| 31 Mar, 21 | 92 | -8.91% |
| 31 Dec, 20 | 101 | 40.28% |
| 30 Sep, 20 | 72 | 33.33% |
| 30 Jun, 20 | 54 | -18.18% |
| 31 Mar, 20 | 66 | -13.16% |
| 31 Dec, 19 | 76 | 43.40% |
| 30 Sep, 19 | 53 | 32.50% |
| 30 Jun, 19 | 40 | 73.91% |
| 31 Mar, 19 | 23 | 9.52% |
| 31 Dec, 18 | 21 | 10.53% |
| 30 Sep, 18 | 19 | - |
| 30 Jun, 18 | - | - |
131 institutional shareholders have reduced their position in SMAR stock as of 30 Jun 24 compared to 115 in the previous quarter (a 13.91% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 409 | 7.35% | 125,219,430 | 1.11% | 91.12% | 1.11% | 212 | 6.53% | 131 | 13.91% |
| 31 Mar, 24 | 381 | -4.51% | 123,840,722 | 1.13% | 90.80% | 1.11% | 199 | -0.50% | 115 | -15.44% |
| 31 Dec, 23 | 399 | 7.26% | 122,462,873 | 3.29% | 90.59% | 1.15% | 200 | 11.11% | 136 | 14.29% |
| 30 Sep, 23 | 372 | 3.62% | 118,558,011 | -1.22% | 88.59% | 1.08% | 180 | 0.56% | 119 | 10.19% |
| 30 Jun, 23 | 359 | -3.75% | 120,019,593 | -0.11% | 90.55% | 1.08% | 179 | -8.21% | 108 | -4.42% |
| 31 Mar, 23 | 373 | 11.68% | 120,152,173 | 2.09% | 91.42% | 1.14% | 195 | 12.72% | 113 | -1.74% |
| 31 Dec, 22 | 334 | 10.60% | 117,696,479 | 0.14% | 89.55% | 1.11% | 173 | 15.33% | 115 | 15.00% |
| 30 Sep, 22 | 302 | -2.89% | 117,527,348 | -0.64% | 89.97% | 1.08% | 150 | -9.09% | 100 | 6.38% |
| 30 Jun, 22 | 311 | -7.99% | 118,281,229 | 2.79% | 91.23% | 1.14% | 165 | -4.62% | 94 | -10.48% |
| 31 Mar, 22 | 338 | -10.82% | 115,075,537 | 0.69% | 89.54% | 1.08% | 173 | -18.40% | 105 | 10.53% |
| 31 Dec, 21 | 379 | 11.14% | 114,285,895 | 3.09% | 90.97% | 1.18% | 212 | 26.95% | 95 | -5.00% |
| 30 Sep, 21 | 341 | 3.02% | 110,864,097 | 0.26% | 87.91% | 1.13% | 167 | -18.93% | 100 | 44.93% |
| 30 Jun, 21 | 331 | 11.45% | 110,577,505 | 1.04% | 88.31% | 1.14% | 206 | 36.42% | 69 | -25.00% |
| 31 Mar, 21 | 297 | -13.91% | 109,436,518 | 0.50% | 88.18% | 1.08% | 151 | -17.03% | 92 | -8.91% |
| 31 Dec, 20 | 345 | 16.55% | 108,895,561 | -6.80% | 90.25% | 0.97% | 182 | 1.11% | 101 | 40.28% |
| 30 Sep, 20 | 296 | 7.64% | 116,837,881 | -2.48% | 96.40% | 0.97% | 180 | -4.76% | 72 | 33.33% |
| 30 Jun, 20 | 275 | 21.68% | 119,810,901 | 11.22% | 99.91% | 1.22% | 189 | 46.51% | 54 | -18.18% |
| 31 Mar, 20 | 226 | 6.10% | 107,720,158 | 9.50% | 90.62% | 1.20% | 129 | 24.04% | 66 | -13.16% |
| 31 Dec, 19 | 213 | -15.81% | 98,374,578 | 12.71% | 87.06% | 1.56% | 104 | -32.90% | 76 | 43.40% |
| 30 Sep, 19 | 253 | 8.58% | 87,280,800 | 2.02% | 74.69% | 1.27% | 155 | -4.91% | 53 | 32.50% |
| 30 Jun, 19 | 233 | 30.17% | 85,556,112 | 41.43% | 76.69% | 2.34% | 163 | 29.37% | 40 | 73.91% |
| 31 Mar, 19 | 179 | 52.99% | 60,495,239 | 17.18% | 57.29% | 1.49% | 126 | 43.18% | 23 | 9.52% |
| 31 Dec, 18 | 117 | 50.00% | 51,627,942 | 19.30% | 62.10% | 3.51% | 88 | 79.59% | 21 | 10.53% |
| 30 Sep, 18 | 78 | 20.00% | 43,274,525 | 0.93% | 42.09% | 2.41% | 49 | -24.62% | 19 | - |
| 30 Jun, 18 | 65 | - | 42,876,541 | - | 41.80% | - | 65 | - | - | - |
Smartsheet Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Smartsheet's stock was made by Branstetter Stephen Robert on Aug 16 2024, selling 1,601 shares at $47.72 per share (valued at $76.40K).
Smartsheet Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 14 | 22 | 63.64% |
| Q2 2024 | 33 | 36 | 91.67% |
| Q1 2024 | 34 | 52 | 65.38% |
| Q4 2023 | 57 | 78 | 73.08% |
| Q3 2023 | 25 | 40 | 62.50% |
| Q2 2023 | 48 | 40 | 120.00% |
| Q1 2023 | 28 | 41 | 68.29% |
| Q4 2022 | 47 | 48 | 97.92% |
| Q3 2022 | 15 | 29 | 51.72% |
| Q2 2022 | 33 | 47 | 70.21% |
| Q1 2022 | 69 | 89 | 77.53% |
| Q4 2021 | 56 | 109 | 51.38% |
| Q3 2021 | 35 | 83 | 42.17% |
| Q2 2021 | 41 | 98 | 41.84% |
| Q1 2021 | 57 | 111 | 51.35% |
| Q4 2020 | 27 | 117 | 23.08% |
| Q3 2020 | 24 | 76 | 31.58% |
| Q2 2020 | 35 | 91 | 38.46% |
| Q1 2020 | 41 | 131 | 31.30% |
| Q4 2019 | 25 | 78 | 32.05% |
14 total buy trades, and 22 total sell trades (buy/sell ratio of 0.64%) were made by Smartsheet's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 3 | - |
| Q2 2024 | - | 6 | - |
| Q1 2024 | - | 9 | - |
| Q4 2023 | - | 18 | - |
| Q3 2023 | - | 7 | - |
| Q2 2023 | 1 | 1 | 100.00% |
| Q1 2023 | - | 5 | - |
| Q4 2022 | - | 5 | - |
| Q3 2022 | - | 3 | - |
| Q2 2022 | - | 8 | - |
| Q1 2022 | 3 | 28 | 10.71% |
| Q4 2021 | 3 | 36 | 8.33% |
| Q3 2021 | 1 | 39 | 2.56% |
| Q2 2021 | - | 56 | - |
| Q1 2021 | - | 66 | - |
| Q4 2020 | - | 75 | - |
| Q3 2020 | - | 43 | - |
| Q2 2020 | - | 55 | - |
| Q1 2020 | - | 95 | - |
| Q4 2019 | - | 50 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of Smartsheet's stocks.
Smartsheet Peer Ownership
| Ticker | Company |
|---|---|
| AYX | Alteryx, Inc. |
| TEAM | Atlassian Corporation |
| ESTC | Elastic N.V. |
| ASAN | Asana, Inc. |
| KC | Kingsoft Cloud Holdings Limited |
| GTLB | GitLab Inc. |
| CDNS | Cadence Design Systems, Inc. |
| HUBS | HubSpot, Inc. |
| MNDY | monday.com Ltd. |
| AMPL | Amplitude, Inc. |
| DDOG | Datadog, Inc. |
| PD | PagerDuty, Inc. |
| CXM | Sprinklr, Inc. |
| BILL | Bill.com Holdings, Inc. |
| DT | Dynatrace, Inc. |
| SPT | Sprout Social, Inc. |
SMAR Ownership FAQ
Who Owns Smartsheet?
Smartsheet is owned by institutional shareholders (91.12%), insiders (2.91%), and public (5.97%). The largest institutional shareholder of Smartsheet is VANGUARD GROUP INC (10.32% of total shares) and the top mutual fund owner is SPARROW FUNDS (1.98% of total shares).
Who are the major institutional shareholders of Smartsheet?
Smartsheet's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., CAPITAL WORLD INVESTORS, VISTA EQUITY PARTNERS MANAGEMENT, LLC, and ARROWMARK COLORADO HOLDINGS LLC. The top five shareholders own together 29.65% of the company's share outstanding.
How many Smartsheet shareholders are there?
As of Jun 2024, there are 409 institutional shareholders of Smartsheet.
What percentage of Smartsheet is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 14.18M shares of Smartsheet, representing 10.32% of the company's total shares outstanding, valued at $624.99M (as of Jun 2024).
What percentage of Smartsheet is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 8.48M shares of Smartsheet (SMAR), compromising 6.17% of the company, valued at $373.99M.
What percentage of Smartsheet is owned by CAPITAL WORLD INVESTORS?
CAPITAL WORLD INVESTORS is the third largest holder of Smartsheet. The company owns 7.09M of the company's shares outstanding (worth $312.52M).