Smartsheet Ownership | Who Owns Smartsheet?
Smartsheet Ownership Summary
Smartsheet is owned by 88.66% institutional investors, 2.93% insiders, and 8.42% retail investors. Vanguard group is the largest institutional shareholder, holding 10.32% of SMAR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.95% of its assets in Smartsheet shares.
SMAR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Smartsheet | 88.66% | 2.93% | 8.42% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
| Idea | SaaS Stocks List | 68.23% | 6.57% | 25.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 14.18M | 10.32% | $624.99M |
| Blackrock | 8.48M | 6.17% | $373.99M |
| Capital world investors | 7.09M | 5.16% | $312.52M |
| Vista equity partners management | 6.47M | 4.71% | $285.05M |
| Arrowmark colorado | 4.53M | 3.30% | $199.89M |
| Eminence capital, lp | 4.25M | 3.09% | $187.40M |
| Brown capital management | 4.08M | 2.97% | $179.75M |
| Champlain investment partners | 2.71M | 1.97% | $119.46M |
| Dorsey asset management | 2.48M | 1.80% | $109.34M |
| State street | 2.35M | 1.71% | $103.44M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Dorsey asset management | 2.48M | 13.03% | $109.34M |
| Evr research lp | 790.00K | 10.40% | $34.82M |
| Keenan capital | 953.43K | 10.29% | $42.03M |
| Vista equity partners management | 6.47M | 7.58% | $285.05M |
| Tensile capital management lp | 1.07M | 5.18% | $47.00M |
| Rgm capital | 2.22M | 3.93% | $98.02M |
| Brown capital management | 4.08M | 3.63% | $179.75M |
| Tremblant capital group | 695.02K | 3.32% | $30.64M |
| Eminence capital, lp | 4.25M | 3.02% | $187.40M |
| Alamar capital management | 90.18K | 2.43% | $3.98M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vista equity partners management | 6.47M | 7.58% | 4.34M |
| Arrowmark colorado | 4.53M | 2.38% | 1.11M |
| Aqr capital management | 1.35M | 0.09% | 881.00K |
| Hawk ridge capital management lp | 1.05M | 1.98% | 851.57K |
| Blackrock | 8.48M | 0.01% | 815.16K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North peak capital management | - | - | -3.39M |
| Dorsal capital management | - | - | -2.88M |
| Capital world investors | 7.09M | 0.05% | -2.52M |
| Alliancebernstein | 87.46K | 0.00% | -2.06M |
| First trust advisors lp | 1.06M | 0.05% | -1.46M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fuller & thaler asset management | 792.29K | 0.15% | 792.29K | $34.92M |
| Norges bank | 290.67K | 0.00% | 290.67K | $12.81M |
| Nordea investment management ab | 185.84K | 0.01% | 185.84K | $8.23M |
| Susquehanna fundamental investments | 145.20K | 0.15% | 145.20K | $6.40M |
| Mirae asset global etfs | 119.71K | 0.01% | 119.71K | $5.28M |
Sold Out
| Holder | Change |
|---|---|
| Harbor investment advisory | -1.00 |
| Innealta capital | -35.00 |
| Exchange traded concepts | -81.00 |
| Performa ltd (us) | -200.00 |
| Mercer global advisors inc /adv | -234.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 448 | 6.67% | 122,709,101 | -1.38% | 88 | 1.10% | 243 | 10.96% | 127 | -4.51% |
| Jun 30, 2024 | 416 | 9.19% | 124,291,060 | 0.44% | 90 | 1.10% | 216 | 9.09% | 132 | 13.79% |
| Mar 31, 2024 | 381 | -4.51% | 123,750,282 | 1.05% | 90 | 1.11% | 198 | -1.00% | 116 | -14.71% |
| Dec 31, 2023 | 399 | 7.26% | 122,462,873 | 3.29% | 90 | 1.15% | 200 | 11.11% | 136 | 14.29% |
| Sep 30, 2023 | 372 | 3.62% | 118,558,011 | -1.22% | 88 | 1.08% | 180 | 0.56% | 119 | 10.19% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 4.11M | 2.95% | -15.34K |
| Vanguard Small Cap Index | 3.30M | 2.37% | 6.45K |
| American Funds SMALLCAP World A | 3.06M | 2.20% | -583.19K |
| Capital Group New Perspective Comp | 2.85M | 2.05% | -4.92K |
| American Funds New Perspective A | 2.85M | 2.05% | -4.92K |
| Vanguard Explorer Inv | 2.61M | 1.88% | -556.58K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.06M | 1.48% | -13.01K |
| Vanguard Information Technology ETF | 1.92M | 1.38% | 8.75K |
| Vanguard Small Cap Growth Index Inv | 1.81M | 1.30% | -2.20K |
| Brown Capital Mgmt Small Co Inv | 1.57M | 1.13% | -329.58K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 13, 2024 | Marshall Jolene Lau | Chief Legal Officer | Sell | $111.98K |
| Dec 17, 2024 | MADER MARK PATRICK | President and CEO | Sell | $2.68M |
| Dec 16, 2024 | MADER MARK PATRICK | President and CEO | Sell | $280.00K |
| Nov 15, 2024 | Marshall Jolene Lau | Chief Legal Officer | Sell | $179.22K |
| Nov 04, 2024 | MADER MARK PATRICK | President and CEO | Sell | $280.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 7 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | 9 |
| 2023 Q4 | - | 18 |
SMAR Ownership FAQ
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