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Smartsheet (SMAR) Institutional Ownership

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$56.47 0.00 (0.00%)
As of 01/22/2025

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

Current
Institutional Ownership
Percentage
90.01%
Number of
Institutional Buyers
(last 12 months)
274
Total
Institutional Inflows
(last 12 months)
$2.04B
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$1.41B
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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
3/18/2025California State Teachers Retirement System123,944$6.95M0.0%-0.5%0.089%
3/18/2025CIBRA Capital Ltd428,039$23.98M16.3%N/A0.306%
3/17/2025Wealth Enhancement Advisory Services LLC64,180$3.60M0.0%+124.0%0.046%
3/17/2025 NorthCrest Asset Manangement LLC3,989$224K0.0%N/A0.003%
2/24/2025Credit Industriel ET Commercial102,250$5.73M0.7%N/A0.073%
2/19/2025Public Employees Retirement System of Ohio112,108$6.28M0.0%+35.0%0.080%
2/18/2025JT Stratford LLC4,162$233K0.0%N/A0.003%
2/18/2025Focus Partners Advisor Solutions LLC4,809$269K0.0%N/A0.003%
2/18/2025CSS LLC IL26,900$1.51M0.1%N/A0.019%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC311,367$17.45M0.0%+11.4%0.222%
2/17/2025Woodline Partners LP803,800$45.04M0.3%+41.1%0.574%
2/17/2025Virtus Investment Advisers Inc.3,000$168K0.1%-65.5%0.002%
2/17/2025Two Sigma Investments LP16,910$947K0.0%+18.3%0.012%
2/17/2025Two Sigma Advisers LP135,800$7.61M0.0%N/A0.097%
2/17/2025Tidal Investments LLC20,682$1.16M0.0%-31.8%0.015%
2/17/2025Tensile Capital Management LP659,816$36.97M3.8%-25.0%0.471%
2/17/2025True Wealth Design LLC2,111$118K0.0%+188.4%0.002%
2/17/2025Twin Securities Inc.313,073$17.54M10.3%+90.5%0.224%
2/17/2025Sagefield Capital LP100,100$5.61M0.6%+48.7%0.072%
2/17/2025Sand Grove Capital Management LLP476,029$26.67M12.9%+66.3%0.340%
2/17/2025Sculptor Capital LP450,000$25.21M0.3%N/A0.321%
2/17/2025Sherbrooke Park Advisers LLC21,882$1.23M0.4%-50.0%0.016%
2/17/2025Rafferty Asset Management LLC19,354$1.08M0.0%+7.0%0.014%
2/17/2025Quantinno Capital Management LP117,102$6.56M0.1%+32.3%0.084%
2/17/2025Man Group plc707,479$39.64M0.1%+2.8%0.505%
2/17/2025Nuveen Asset Management LLC413,980$23.20M0.0%-20.6%0.296%
2/17/2025Maven Securities LTD110,000$6.16M0.1%+57.1%0.079%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.233,044$13.06M0.0%+6.0%0.166%
2/17/2025Lazard Asset Management LLC32,660$1.83M0.0%+8.0%0.023%
2/17/2025Lighthouse Investment Partners LLC15,204$852K0.0%+43.8%0.011%
2/17/2025K2 Principal Fund L.P.15,746$882K0.1%N/A0.011%
2/17/2025Hudson Bay Capital Management LP439,041$24.60M0.1%+128.3%0.314%
2/17/2025Gotham Asset Management LLC19,945$1.12M0.0%-41.5%0.014%
2/17/2025Graham Capital Management L.P.46,081$2.58M0.0%+2.4%0.033%
2/17/2025Focus Partners Wealth18,926$1.06M0.0%+74.0%0.014%
2/17/2025Eisler Capital Management Ltd.220,276$12.35M0.1%N/A0.157%
2/17/2025Ensign Peak Advisors Inc4,864$273K0.0%-90.0%0.003%
2/17/2025Deutsche Bank AG25,169$1.41M0.0%-90.4%0.018%
2/17/2025Dorsey Asset Management LLC1,447,727$81.12M8.4%-3.1%1.034%
2/17/2025EP Wealth Advisors LLC9,404$527K0.0%+96.9%0.007%
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2/17/2025Colonial Trust Co SC773$43K0.0%N/A0.001%
2/17/2025Cetera Investment Advisers14,435$809K0.0%+9.4%0.010%
2/17/2025Centiva Capital LP107,778$6.04M0.1%-6.7%0.077%
2/17/2025Captrust Financial Advisors23,816$1.33M0.0%+78.9%0.017%
2/17/2025Balyasny Asset Management L.P.1,742,268$97.62M0.1%+823.5%1.244%
2/17/2025Beryl Capital Management LLC100,000$5.60M1.3%-93.0%0.071%
2/17/2025Bank of America Corp DE519,195$29.09M0.0%+7.7%0.371%
2/17/2025BNP Paribas Financial Markets17,977$1.01M0.0%-11.7%0.013%
2/17/2025Ameriprise Financial Inc.433,888$24.31M0.0%-72.8%0.310%
2/17/2025Algert Global LLC140,485$7.87M0.2%-14.9%0.100%
2/17/2025Angelo Gordon & CO. L.P.120,000$6.72M1.3%+353.4%0.086%
2/17/2025ArrowMark Colorado Holdings LLC1,027,667$57.58M0.8%-73.3%0.734%
2/14/2025AQR Arbitrage LLC443,333$24.83M0.6%+96.5%0.317%
2/14/2025Mercer Global Advisors Inc. ADV6,691$375K0.0%N/A0.005%
2/14/2025Itau Unibanco Holding S.A.837$47K0.0%N/A0.001%
2/14/2025Nexpoint Asset Management L.P.1,001,345$56.11M6.3%+272.9%0.715%
2/14/2025One68 Global Capital LLC244,409$13.69M7.2%N/A0.175%
2/14/2025Becker Capital Management Inc.7,380$414K0.0%-4.3%0.005%
2/14/2025Schonfeld Strategic Advisors LLC966,318$54.14M0.3%+137.4%0.690%
2/14/2025Pentwater Capital Management LP8,950,000$501.47M5.5%+53.3%6.393%
2/14/2025AQR Capital Management LLC3,091,210$173.12M0.2%+82.3%2.208%
2/14/2025TIG Advisors LLC2,102,724$117.82M8.3%+59.6%1.502%
2/14/2025Northern Trust Corp772,640$43.29M0.0%+20.6%0.552%
2/14/2025The Manufacturers Life Insurance Company 34,609$1.94M0.0%+3.4%0.025%
2/14/2025Vazirani Asset Management LLC120,000$6.72M20.9%N/A0.086%
2/14/2025Tudor Investment Corp ET AL189,017$10.59M0.0%-9.5%0.135%
2/14/2025Quarry LP1,797$101K0.0%-79.1%0.001%
2/14/2025Melqart Asset Management UK Ltd553,311$31.00M3.7%+72.9%0.395%
2/14/2025Oxford Asset Management LLP11,370$637K0.3%+83.5%0.008%
2/14/2025Boothbay Fund Management LLC12,302$689K0.0%+154.2%0.009%
2/14/2025Susquehanna Fundamental Investments LLC166,815$9.35M0.1%N/A0.119%
2/14/2025Westchester Capital Management LLC922,626$51.70M2.8%+106.2%0.659%
2/14/2025Kovitz Investment Group Partners LLC4,242$238K0.0%N/A0.003%
2/14/2025Credit Industriel ET Commercial102,250$5.73M0.8%N/A0.073%
2/14/2025Voya Investment Management LLC60,290$3.38M0.0%-3.4%0.043%
2/14/2025Cigogne Management SA97,850$5.48M3.3%N/A0.070%
2/14/2025Fuller & Thaler Asset Management Inc.4,114$231K0.0%-99.5%0.003%
2/14/2025Price T Rowe Associates Inc. MD96,565$5.41M0.0%-89.8%0.069%
2/14/2025Hsbc Holdings PLC439,731$24.63M0.0%+1.0%0.314%
2/14/2025ClearAlpha Technologies LP78,555$4.40M3.0%+40.9%0.056%
2/14/2025Canal Capital Management LLC7,214$404K0.1%-11.0%0.005%
2/14/2025Stifel Financial Corp79,881$4.48M0.0%-19.7%0.057%
2/14/2025Tower Research Capital LLC TRC 4,809$269K0.0%-18.7%0.003%
2/14/2025Natixis168,703$9.45M0.1%+345.0%0.121%
2/14/2025Capital World Investors8,825$494K0.0%-99.6%0.006%
2/14/2025Dimensional Fund Advisors LP165,331$9.26M0.0%-83.7%0.118%
2/14/2025First Trust Advisors LP841,661$47.16M0.0%-25.5%0.601%
2/13/2025Champlain Investment Partners LLC2,085,845$116.87M0.7%-13.6%1.490%
2/13/2025Marshall Wace LLP376,875$21.12M0.0%+381.3%0.269%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.321,200$18.00M3.1%+201.0%0.229%
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2/13/2025Gamco Investors INC. ET AL44,440$2.49M0.0%+723.0%0.032%
2/13/2025Gabelli Funds LLC356,419$19.97M0.1%+239.3%0.255%
2/13/2025Jump Financial LLC3,925$220K0.0%+6.3%0.003%
2/13/2025Guggenheim Capital LLC23,653$1.33M0.0%+0.9%0.017%
2/13/2025Mariner LLC5,322$298K0.0%-22.4%0.004%
2/13/2025Barclays PLC815,954$45.72M0.0%+51.8%0.583%
2/13/2025BTG Pactual Asset Management US LLC40,000$2.24M0.2%N/A0.029%
2/13/2025Water Island Capital LLC555,904$31.15M3.4%+96.1%0.397%
2/13/2025EVR Research LP193,982$10.87M3.6%-75.8%0.139%
2/13/2025Rockefeller Capital Management L.P.51,892$2.91M0.0%-83.1%0.037%
(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, 463 institutional investors and hedge funds held shares of Smartsheet. The most heavily invested institutionals were Vanguard Group Inc. ($797.64M), Pentwater Capital Management LP ($501.47M), Brown Capital Management LLC ($194.47M), Eminence Capital LP ($187.40M), FIL Ltd ($174.59M), AQR Capital Management LLC ($173.12M), and State Street Corp ($138.01M).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 392 institutional investors that purchased Smartsheet stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pentwater Capital Management LP ($3.11M), AQR Capital Management LLC ($2.52M), Champlain Investment Partners LLC ($2.15M), Norges Bank ($1.90M), Eminence Capital LP ($1.59M), Balyasny Asset Management L.P. ($1.55M), and Renaissance Technologies LLC ($1.46M).

How much institutional buying is happening at Smartsheet?

Institutional investors have bought a total of 58,117,413 shares in the last 24 months. This purchase volume represents approximately $2.87B in transactions.

Which Smartsheet major shareholders have been selling company stock?

Of the 221 institutional investors that sold Smartsheet stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ArrowMark Colorado Holdings LLC ($3.65M), Capital World Investors ($3.35M), Brown Capital Management LLC ($2.45M), Coronation Fund Managers Ltd. ($1.67M), RGM Capital LLC ($1.65M), Beryl Capital Management LLC ($1.33M), and Swedbank AB ($1.19M).

How much institutional selling is happening at Smartsheet?

Institutional investors have sold a total of 37,381,435 shares in the last 24 months. This volume of shares sold represents approximately $1.85B in transactions.



This page (NYSE:SMAR) was last updated on 4/18/2025 by MarketBeat.com Staff
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