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Smartsheet (SMAR) Institutional Ownership

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$56.01 +0.01 (+0.02%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for Smartsheet (NYSE:SMAR)

Current
Institutional Ownership
Percentage
90.01%
Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$707.32M
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SMAR Institutional Buying and Selling by Quarter

Smartsheet Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.11,538$639K0.0%+2.4%0.008%
11/29/2024 American Trust4,360$241K0.0%-4.6%0.003%
11/27/2024 Franklin Resources Inc.53,021$2.97M0.0%-40.7%0.038%
11/25/2024 Synovus Financial Corp11,854$656K0.0%+4.1%0.009%
11/25/2024 Tidal Investments LLC30,337$1.68M0.0%+38.4%0.022%
11/25/2024 Sanctuary Advisors LLC15,572$874K0.0%-38.8%0.011%
11/20/2024 Virtu Financial LLC12,550$695K0.0%N/A0.009%
11/16/2024 Geode Capital Management LLC2,231,050$123.55M0.0%+2.4%1.606%
11/15/2024 Vestcor Inc70,954$3.93M0.1%N/A0.051%
11/15/2024 Barclays PLC537,408$29.75M0.0%+197.3%0.387%
11/15/2024 Public Employees Retirement System of Ohio83,060$4.60M0.0%+71.8%0.060%
11/15/2024 Y Intercept Hong Kong Ltd5,174$286K0.0%-67.1%0.004%
11/15/2024 MML Investors Services LLC6,007$333K0.0%N/A0.004%
11/15/2024 Anson Funds Management LP10,000$554K0.0%N/A0.007%
11/15/2024 Zacks Investment Management82,200$4.55M0.0%N/A0.059%
11/15/2024 National Bank of Canada FI25,000$1.38M0.0%N/A0.018%
11/15/2024 EP Wealth Advisors LLC4,775$264K0.0%N/A0.003%
11/15/2024 Virtus Investment Advisers Inc.8,694$481K0.4%+52.7%0.006%
11/15/2024 Tensile Capital Management LP879,816$48.71M5.3%-17.5%0.633%
11/15/2024 State Street Corp2,492,949$138.01M0.0%+6.2%1.794%
11/15/2024 Stifel Financial Corp99,531$5.51M0.0%-4.5%0.072%
11/15/2024 Sand Grove Capital Management LLP286,305$15.85M6.2%N/A0.206%
11/15/2024 Quantinno Capital Management LP88,498$4.90M0.1%+81.9%0.064%
11/15/2024 Quarry LP8,613$477K0.1%+19.3%0.006%
11/15/2024 Readystate Asset Management LP360,500$19.96M0.4%N/A0.259%
11/15/2024 Polar Asset Management Partners Inc.705,000$39.03M0.8%N/A0.507%
11/15/2024 Maven Securities LTD70,000$3.88M0.1%N/A0.050%
11/15/2024 Melqart Asset Management UK Ltd320,013$17.72M1.6%N/A0.230%
11/15/2024 Motley Fool Asset Management LLC61,764$3.42M0.2%-2.2%0.044%
11/15/2024 Janus Henderson Group PLC63,284$3.50M0.0%+11.3%0.046%
11/15/2024 HGC Investment Management Inc.200,000$11.07M4.7%N/A0.144%
11/15/2024 HighTower Advisors LLC49,256$2.73M0.0%-4.1%0.035%
11/15/2024 Cinctive Capital Management LP150,300$8.32M0.5%N/A0.108%
11/15/2024 ClearAlpha Technologies LP55,761$3.09M0.9%N/A0.040%
11/15/2024 Clearline Capital LP6,249$346K0.0%-97.0%0.004%
11/15/2024 ArrowMark Colorado Holdings LLC3,854,689$213.40M2.7%-15.0%2.774%
11/15/2024 Atom Investors LP6,780$375K0.0%N/A0.005%
11/15/2024 Bardin Hill Management Partners LP124,688$6.90M3.2%N/A0.090%
11/15/2024 True Wealth Design LLC732$41K0.0%N/A0.001%
11/14/2024 Maverick Capital Ltd.37,265$2.06M0.0%-9.7%0.027%
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11/14/2024 Scalar Gauge Management LLC65,000$3.60M1.9%+18.2%0.047%
11/14/2024 Westchester Capital Management LLC447,469$24.77M1.1%N/A0.322%
11/14/2024 Twin Securities Inc.164,347$9.10M10.3%N/A0.118%
11/14/2024 Verition Fund Management LLC322,103$17.83M0.1%+1,149.0%0.232%
11/14/2024 Captrust Financial Advisors13,311$737K0.0%+77.5%0.010%
11/14/2024 Rockefeller Capital Management L.P.306,784$16.98M0.0%+235.4%0.221%
11/14/2024 Martingale Asset Management L P57,932$3.21M0.1%+39.0%0.042%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC279,465$15.47M0.0%-8.4%0.201%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank29,307$1.62M0.0%+3.4%0.021%
11/14/2024 RGM Capital LLC570,715$31.60M1.4%-74.3%0.411%
11/14/2024 MetLife Investment Management LLC8,428$467K0.0%+3.4%0.006%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund29,966$1.66M0.0%N/A0.022%
11/14/2024 Blueshift Asset Management LLC4,229$234K0.1%N/A0.003%
11/13/2024 Glenmede Trust Co. NA531,557$29.43M0.1%+464.4%0.383%
11/13/2024 BNP Paribas Financial Markets20,359$1.13M0.0%+3.3%0.015%
11/13/2024 Brooklyn Investment Group512$28K0.0%N/A0.000%
11/13/2024 FMR LLC13,054$723K0.0%-94.8%0.009%
11/13/2024 The Manufacturers Life Insurance Company33,463$1.85M0.0%+2.0%0.024%
11/13/2024 Qsemble Capital Management LP15,727$871K0.2%-26.2%0.011%
11/13/2024 Bank of Montreal Can331,728$18.36M0.0%+348.5%0.239%
11/13/2024 Longfellow Investment Management Co. LLC870$48K0.0%N/A0.001%
11/13/2024 Loomis Sayles & Co. L P11,312$626K0.0%+14.2%0.008%
11/13/2024 Harvest Fund Management Co. Ltd2,427$134K0.0%-58.3%0.002%
11/13/2024 Dynamic Technology Lab Private Ltd5,028$278K0.0%-88.0%0.004%
11/12/2024Larson Financial Group LLC13,253$734K0.0%+2.1%0.010%
11/12/2024 Swedbank AB403,983$22.36M0.0%-59.5%0.291%
11/12/2024 Algert Global LLC165,031$9.14M0.2%-14.7%0.119%
11/12/2024 Cerity Partners LLC59,534$3.30M0.0%+80.3%0.043%
11/12/2024 Champlain Investment Partners LLC2,413,384$133.61M0.8%-10.9%1.737%
11/12/2024 Citigroup Inc.823,501$45.59M0.0%+2,767.1%0.593%
11/12/2024 Charles Schwab Investment Management Inc.1,278,665$70.79M0.0%+1.6%0.920%
11/12/2024 Brown Capital Management LLC3,512,862$194.47M4.2%-13.9%2.528%
11/9/2024 Landscape Capital Management L.L.C.83,016$4.60M0.5%+0.3%0.060%
11/8/2024 First Horizon Advisors Inc.1,122$62K0.0%+25.5%0.001%
11/8/2024 Alpine Associates Management Inc.506,300$28.03M1.3%N/A0.364%
11/8/2024 New Millennium Group LLC31,978$1.77M1.1%N/A0.023%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG42,617$2.36M0.0%N/A0.031%
11/7/2024 Quest Partners LLC6,981$386K0.0%+36.6%0.005%
11/6/2024 KCM Investment Advisors LLC4,321$239K0.0%N/A0.003%
11/6/2024 Cornercap Investment Counsel Inc.13,513$748K0.2%-50.5%0.010%
11/6/2024 CIBC Asset Management Inc4,015$222K0.0%N/A0.003%
11/6/2024 ING Groep NV348,100$19.27M0.1%+224.4%0.251%
11/6/2024 Tokio Marine Asset Management Co. Ltd.141,400$7.83M0.3%N/A0.102%
11/6/2024 KBC Group NV3,712$205K0.0%+16.7%0.003%
11/5/2024 Victory Capital Management Inc.208,824$11.56M0.0%-11.9%0.150%
11/5/2024 GSA Capital Partners LLP9,575$530K0.0%-78.8%0.007%
11/5/2024 Entropy Technologies LP15,702$869K0.1%-57.2%0.011%
11/5/2024 WCM Investment Management LLC282,516$15.63M0.0%-33.3%0.203%
11/4/2024 Versor Investments LP107,531$5.95M0.9%N/A0.077%
11/4/2024 Venturi Wealth Management LLC1,215$67K0.0%+111.3%0.001%
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11/4/2024 Wolverine Asset Management LLC10,400$576K0.0%N/A0.007%
11/4/2024 Los Angeles Capital Management LLC835,940$46.28M0.2%+33.9%0.602%
11/4/2024 TimesSquare Capital Management LLC1,881,211$104.14M1.6%-10.3%1.354%
11/1/2024 Atria Investments Inc9,749$540K0.0%+3.1%0.007%
11/1/2024 Capital Performance Advisors LLP2,742$152K0.0%N/A0.002%
10/31/2024 BloombergSen Inc.7,567$419K0.0%-48.1%0.005%
10/31/2024 Principal Financial Group Inc.11,538$639K0.0%+2.4%0.008%
10/31/2024 Olympiad Research LP9,686$536K0.3%-25.6%0.007%
10/30/2024 Amalgamated Bank8,492$470K0.0%-2.1%0.006%
10/30/2024 Asset Management One Co. Ltd.698$39K0.0%-80.5%0.001%
(Data available from 1/1/2016 forward)

SMAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMAR shares?

During the previous two years, 391 institutional investors and hedge funds held shares of Smartsheet. The most heavily invested institutionals were Vanguard Group Inc. ($531.66M), Capital World Investors ($370.13M), ArrowMark Colorado Holdings LLC ($213.40M), Brown Capital Management LLC ($194.47M), Eminence Capital LP ($187.40M), State Street Corp ($138.01M), and North Peak Capital Management LLC ($137.31M).Learn more on SMAR's institutional investors.

What percentage of Smartsheet stock is owned by institutional investors?

90.01% of Smartsheet stock is owned by institutional investors. Learn more on SMAR's institutional investor holdings.

Which institutional investors have been buying Smartsheet stock?

Of the 329 institutional investors that purchased Smartsheet stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Eminence Capital LP ($2.27M), Champlain Investment Partners LLC ($2.15M), Norges Bank ($1.44M), RGM Capital LLC ($1.41M), Capital World Investors ($1.26M), AQR Capital Management LLC ($1.13M), and Los Angeles Capital Management LLC ($1.07M).

How much institutional buying is happening at Smartsheet?

Institutional investors have bought a total of 38,331,297 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions.

Which Smartsheet major shareholders have been selling company stock?

Of the 193 institutional investors that sold Smartsheet stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Capital Management LLC ($2.45M), Coronation Fund Managers Ltd. ($1.67M), RGM Capital LLC ($1.65M), Capital World Investors ($1.20M), Swedbank AB ($1.19M), Capital Research Global Investors ($1.10M), and Victory Capital Management Inc. ($1.01M).

How much institutional selling is happening at Smartsheet?

Institutional investors have sold a total of 25,665,191 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.



This page (NYSE:SMAR) was last updated on 12/22/2024 by MarketBeat.com Staff
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