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Smartsheet (SMAR) Institutional Ownership

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$56.48 +0.02 (+0.03%)
Closing price 03:59 PM Eastern
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$56.48 +0.01 (+0.02%)
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Institutional Ownership Changes (13F Filings) for Smartsheet (NYSE:SMAR)

Current
Institutional Ownership
Percentage
90.01%
Number of
Institutional Buyers
(last 12 months)
222
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$709.91M
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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
1/21/2025Crescent Grove Advisors LLC25,476$1.43M0.1%-43.5%0.018%
1/21/2025Flagship Harbor Advisors LLC7,596$426K0.0%+6.8%0.005%
1/21/2025Fifth Third Bancorp467$26K0.0%N/A0.000%
1/21/2025Brighton Jones LLC8,211$460K0.0%-20.3%0.006%
1/17/2025 Janney Montgomery Scott LLC3,914$219K0.0%-37.0%0.003%
1/17/2025 SG Americas Securities LLC8,680$486K0.0%+61.8%0.006%
1/16/2025 Clarius Group LLC150,897$8.46M0.6%+4.6%0.108%
1/15/2025 Merit Financial Group LLC14,437$809K0.0%N/A0.010%
1/14/2025 Oak Thistle LLC14,238$798K0.2%-23.0%0.010%
1/13/2025 FNY Investment Advisers LLC75,254$4.22M2.2%+1,399.7%0.054%
1/13/2025 Pallas Capital Advisors LLC27,050$1.52M0.1%+30.1%0.019%
1/13/2025 Claro Advisors LLC4,754$266K0.0%N/A0.003%
1/13/2025 Moody National Bank Trust Division4,290$240K0.0%-86.0%0.003%
1/13/2025 Syquant Capital Sas275,349$15.43M21.9%N/A0.197%
1/10/2025 Wealth Enhancement Advisory Services LLC29,271$1.62M0.0%+2.2%0.021%
1/6/2025 Nordea Investment Management AB196,922$11.03M0.0%+11.0%0.141%
1/3/2025 Everence Capital Management Inc.4,210$236K0.0%N/A0.003%
12/19/2024Principal Financial Group Inc.11,538$639K0.0%+2.4%0.008%
11/29/2024American Trust4,360$241K0.0%-4.6%0.003%
11/27/2024Franklin Resources Inc.53,021$2.97M0.0%-40.7%0.038%
11/25/2024Synovus Financial Corp11,854$656K0.0%+4.1%0.008%
11/25/2024Tidal Investments LLC30,337$1.68M0.0%+38.4%0.022%
11/25/2024Sanctuary Advisors LLC15,572$874K0.0%-38.8%0.011%
11/20/2024Virtu Financial LLC12,550$695K0.0%N/A0.009%
11/16/2024Geode Capital Management LLC2,231,050$123.55M0.0%+2.4%1.606%
11/15/2024Vestcor Inc70,954$3.93M0.1%N/A0.051%
11/15/2024Barclays PLC537,408$29.75M0.0%+197.3%0.384%
11/15/2024Public Employees Retirement System of Ohio83,060$4.60M0.0%+71.8%0.060%
11/15/2024Y Intercept Hong Kong Ltd5,174$286K0.0%-67.1%0.004%
11/15/2024MML Investors Services LLC6,007$333K0.0%N/A0.004%
11/15/2024Anson Funds Management LP10,000$554K0.0%N/A0.007%
11/15/2024Zacks Investment Management82,200$4.55M0.0%N/A0.059%
11/15/2024National Bank of Canada FI25,000$1.38M0.0%N/A0.018%
11/15/2024EP Wealth Advisors LLC4,775$264K0.0%N/A0.003%
11/15/2024Virtus Investment Advisers Inc.8,694$481K0.4%+52.7%0.006%
11/15/2024Tensile Capital Management LP879,816$48.71M5.3%-17.5%0.633%
11/15/2024State Street Corp2,492,949$138.01M0.0%+6.2%1.794%
11/15/2024Stifel Financial Corp99,531$5.51M0.0%-4.5%0.072%
11/15/2024Sand Grove Capital Management LLP286,305$15.85M6.2%N/A0.206%
11/15/2024Quantinno Capital Management LP88,498$4.90M0.1%+81.9%0.064%
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11/15/2024Quarry LP8,613$477K0.1%+19.3%0.006%
11/15/2024Readystate Asset Management LP360,500$19.96M0.4%N/A0.259%
11/15/2024Polar Asset Management Partners Inc.705,000$39.03M0.8%N/A0.507%
11/15/2024Maven Securities LTD70,000$3.88M0.1%N/A0.050%
11/15/2024Melqart Asset Management UK Ltd320,013$17.72M1.6%N/A0.230%
11/15/2024Motley Fool Asset Management LLC61,764$3.42M0.2%-2.2%0.044%
11/15/2024Janus Henderson Group PLC63,284$3.50M0.0%+11.3%0.046%
11/15/2024HGC Investment Management Inc.200,000$11.07M4.7%N/A0.144%
11/15/2024HighTower Advisors LLC49,256$2.73M0.0%-4.1%0.035%
11/15/2024Cinctive Capital Management LP150,300$8.32M0.5%N/A0.108%
11/15/2024ClearAlpha Technologies LP55,761$3.09M0.9%N/A0.040%
11/15/2024Clearline Capital LP6,249$346K0.0%-97.0%0.004%
11/15/2024ArrowMark Colorado Holdings LLC3,854,689$213.40M2.7%-15.0%2.774%
11/15/2024Atom Investors LP6,780$375K0.0%N/A0.005%
11/15/2024Bardin Hill Management Partners LP124,688$6.90M3.2%N/A0.090%
11/15/2024True Wealth Design LLC732$41K0.0%N/A0.001%
11/14/2024Maverick Capital Ltd.37,265$2.06M0.0%-9.7%0.027%
11/14/2024Scalar Gauge Management LLC65,000$3.60M1.9%+18.2%0.047%
11/14/2024Westchester Capital Management LLC447,469$24.77M1.1%N/A0.322%
11/14/2024Twin Securities Inc.164,347$9.10M10.3%N/A0.118%
11/14/2024Verition Fund Management LLC322,103$17.83M0.1%+1,149.0%0.232%
11/14/2024Captrust Financial Advisors13,311$737K0.0%+77.5%0.010%
11/14/2024Rockefeller Capital Management L.P.306,784$16.98M0.0%+235.4%0.221%
11/14/2024Martingale Asset Management L P57,932$3.21M0.1%+39.0%0.042%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC279,465$15.47M0.0%-8.4%0.201%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank29,307$1.62M0.0%+3.4%0.021%
11/14/2024RGM Capital LLC570,715$31.60M1.4%-74.3%0.411%
11/14/2024MetLife Investment Management LLC8,428$467K0.0%+3.4%0.006%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund29,966$1.66M0.0%N/A0.022%
11/14/2024Blueshift Asset Management LLC4,229$234K0.1%N/A0.003%
11/13/2024Glenmede Trust Co. NA531,557$29.43M0.1%+464.4%0.383%
11/13/2024BNP Paribas Financial Markets20,359$1.13M0.0%+3.3%0.015%
11/13/2024 Brooklyn Investment Group512$28K0.0%N/A0.000%
11/13/2024FMR LLC13,054$723K0.0%-94.8%0.009%
11/13/2024The Manufacturers Life Insurance Company33,463$1.85M0.0%+2.0%0.024%
11/13/2024Qsemble Capital Management LP15,727$871K0.2%-26.2%0.011%
11/13/2024Bank of Montreal Can331,728$18.36M0.0%+348.5%0.239%
11/13/2024Longfellow Investment Management Co. LLC870$48K0.0%N/A0.001%
11/13/2024Loomis Sayles & Co. L P11,312$626K0.0%+14.2%0.008%
11/13/2024Harvest Fund Management Co. Ltd2,427$134K0.0%-58.3%0.002%
11/13/2024Dynamic Technology Lab Private Ltd5,028$278K0.0%-88.0%0.004%
11/12/2024Larson Financial Group LLC13,253$734K0.0%+2.1%0.010%
11/12/2024Swedbank AB403,983$22.36M0.0%-59.5%0.291%
11/12/2024Algert Global LLC165,031$9.14M0.2%-14.7%0.119%
11/12/2024Cerity Partners LLC59,534$3.30M0.0%+80.3%0.043%
11/12/2024Champlain Investment Partners LLC2,413,384$133.61M0.8%-10.9%1.737%
11/12/2024Citigroup Inc.823,501$45.59M0.0%+2,767.1%0.593%
11/12/2024Charles Schwab Investment Management Inc.1,278,665$70.79M0.0%+1.6%0.920%
11/12/2024Brown Capital Management LLC3,512,862$194.47M4.2%-13.9%2.528%
11/9/2024Landscape Capital Management L.L.C.83,016$4.60M0.5%+0.3%0.060%
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11/8/2024First Horizon Advisors Inc.1,122$62K0.0%+25.5%0.001%
11/8/2024Alpine Associates Management Inc.506,300$28.03M1.3%N/A0.364%
11/8/2024New Millennium Group LLC31,978$1.77M1.1%N/A0.023%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG42,617$2.36M0.0%N/A0.031%
11/7/2024Quest Partners LLC6,981$386K0.0%+36.6%0.005%
11/6/2024KCM Investment Advisors LLC4,321$239K0.0%N/A0.003%
11/6/2024Cornercap Investment Counsel Inc.13,513$748K0.2%-50.5%0.010%
11/6/2024CIBC Asset Management Inc4,015$222K0.0%N/A0.003%
11/6/2024ING Groep NV348,100$19.27M0.1%+224.4%0.251%
11/6/2024Tokio Marine Asset Management Co. Ltd.141,400$7.83M0.3%N/A0.102%
(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, 397 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 336 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 38,719,987 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

Which Smartsheet major shareholders have been selling company stock?

Of the 194 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 25,718,267 shares in the last 24 months. This volume of shares sold represents approximately $1.16B in transactions.



This page (NYSE:SMAR) was last updated on 1/21/2025 by MarketBeat.com Staff
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