Gift Opening
$200 Off MarketBeat All Access
Thanks for being one of our best subscribers! You are eligible for a limited-time discount.
  •  days
  •  Hours
  •  Minutes
  •  Seconds
Claim Your Discount
×
Free Trial

Smartsheet (SMAR) Institutional Ownership

$51.14
+0.33 (+0.65%)
(As of 11:08 AM ET)

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

Current
Institutional Ownership
Percentage
90.01%
Number of
Institutional Buyers
(last 12 months)
185
Total
Institutional Inflows
(last 12 months)
$880.48M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$458.62M
Get SMAR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Smartsheet stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
9/16/2024 Point72 Asia Singapore Pte. Ltd.2,089$92K0.0%N/A0.002%
9/12/2024American Trust4,570$201K0.0%-16.0%0.003%
9/5/2024 Sanctuary Advisors LLC25,461$1.12M0.0%N/A0.018%
9/4/2024 Coronation Fund Managers Ltd.499,889$22.04M1.0%-67.8%0.361%
8/16/2024 Regal Investment Advisors LLC10,273$453K0.0%-2.5%0.007%
8/16/2024 Quarry LP7,218$318K0.1%+541.6%0.005%
New President Kamala warning (Ad)

Financial nightmare coming after election In 2018, one independent research predicted Kamala Harris was on her way to becoming the president of the United States. "Frankly, she scares us to death… and she should scare you," they wrote.

Which is why you need to check out their newest Kamala prediction immediately.
8/16/2024Creative Planning10,058$443K0.0%-8.0%0.007%
8/16/2024 Clearline Capital LP207,906$9.16M0.3%+145.5%0.150%
8/16/2024 Algert Global LLC193,432$8.53M0.3%-8.8%0.140%
8/15/2024Susquehanna Fundamental Investments LLC145,201$6.40M0.1%N/A0.105%
8/15/2024 Scientech Research LLC13,399$591K0.1%N/A0.010%
8/15/2024 Mackenzie Financial Corp38,900$1.72M0.0%+32.7%0.028%
8/15/2024 The Manufacturers Life Insurance Company 32,802$1.45M0.0%+4.5%0.024%
8/15/2024 Millennium Management LLC925,846$40.81M0.0%+23.6%0.669%
8/15/2024 Maverick Capital Ltd.41,271$1.82M0.0%+372.0%0.030%
8/15/2024 Deerfield Management Company L.P. Series C4,640$205K0.0%N/A0.003%
8/15/2024 Dorsal Capital Management LP2,875,000$126.73M4.4%-8.7%2.078%
8/15/2024 Dorsey Asset Management LLC2,480,389$109.34M13.0%-1.3%1.793%
8/15/2024 Eminence Capital LP4,251,328$187.40M3.0%+9.2%3.073%
8/15/2024 EVR Research LP790,000$34.82M10.4%+64.6%0.571%
8/15/2024 Engaged Capital LLC671,496$29.60M5.1%N/A0.485%
8/15/2024 AQR Capital Management LLC1,349,639$58.84M0.1%+188.0%0.976%
8/15/2024 Caxton Associates LP8,678$383K0.0%N/A0.006%
8/15/2024 Point72 Asia Singapore Pte. Ltd.2,089$92K0.0%N/A0.002%
8/15/2024 Point72 Hong Kong Ltd75,736$3.34M0.2%-37.7%0.055%
8/14/2024 Fred Alger Management LLC98,602$4.35M0.0%-22.9%0.071%
8/14/2024 Cubist Systematic Strategies LLC704,043$31.03M0.2%+95.9%0.509%
8/14/2024 Scalar Gauge Management LLC55,000$2.42M1.4%-31.3%0.040%
8/14/2024 Point72 DIFC Ltd16,381$722K0.0%-50.2%0.012%
8/14/2024 Marshall Wace LLP1,835,994$80.93M0.1%+40.9%1.327%
8/14/2024 Tremblant Capital Group695,023$30.64M3.3%-9.8%0.502%
8/14/2024 Bank of Montreal Can73,964$3.27M0.0%N/A0.053%
8/14/2024 Evergreen Capital Management LLC13,586$599K0.0%-1.7%0.010%
8/14/2024 Magnetar Financial LLC11,405$503K0.0%-25.2%0.008%
8/14/2024 Delap Wealth Advisory LLC12,041$531K0.2%N/A0.009%
8/14/2024 RGM Capital LLC2,223,763$98.02M3.9%+7.6%1.607%
8/14/2024 Profund Advisors LLC6,976$308K0.0%-67.5%0.005%
8/13/2024 Ensign Peak Advisors Inc48,407$2.13M0.0%-3.0%0.035%
8/13/2024 Sei Investments Co.102,338$4.51M0.0%-30.5%0.074%
8/13/2024 Canada Pension Plan Investment Board358,100$15.79M0.0%+92.4%0.259%
Shocking prediction from firm that predicted President Kamala (Ad)

Prepare for President Kamala I won't be voting for her. Even so, I'm worried VP Kamala Harris could pull off a victory and become our next president. And it would be much worse than anything you might expect—especially when it comes to your money. Because likely WON'T get a second chance at recovering the money you stand to lose if she takes power.

8/12/2024 XTX Topco Ltd39,704$1.75M0.1%N/A0.029%
8/12/2024 Seven Eight Capital LP23,371$1.03M0.1%-69.8%0.017%
8/12/2024 Hsbc Holdings PLC32,635$1.44M0.0%-67.3%0.024%
8/12/2024 Blair William & Co. IL247,645$10.92M0.0%-22.8%0.179%
8/12/2024 Vanguard Personalized Indexing Management LLC10,622$468K0.0%+4.5%0.008%
8/12/2024 Amalgamated Bank8,678$383K0.0%+3.5%0.006%
8/12/2024 Andar Capital Management HK Ltd45,000$1.98M2.8%N/A0.033%
8/9/2024 Edgestream Partners L.P.14,894$657K0.0%-88.6%0.011%
8/9/2024 Renaissance Technologies LLC821,600$36.22M0.1%-18.1%0.594%
8/9/2024 Dimensional Fund Advisors LP831,709$36.66M0.0%+107.3%0.601%
8/8/2024 Wrapmanager Inc.6,242$275K0.1%-13.2%0.005%
8/8/2024 Federated Hermes Inc.1,154,834$50.91M0.1%-0.1%0.835%
8/8/2024 DekaBank Deutsche Girozentrale18,248$791K0.0%+590.2%0.013%
8/8/2024 Meeder Asset Management Inc.40,485$1.79M0.1%+933.6%0.029%
8/8/2024 Cornercap Investment Counsel Inc.27,321$1.20M0.2%+11.3%0.020%
8/8/2024 Qsemble Capital Management LP21,309$939K0.2%-48.2%0.015%
8/8/2024 American Century Companies Inc.59,454$2.62M0.0%+699.9%0.043%
8/8/2024 State of New Jersey Common Pension Fund D47,385$2.09M0.0%-37.2%0.034%
8/7/2024 Pier Capital LLC189,528$8.35M1.2%+90.8%0.137%
8/7/2024 Moser Wealth Advisors LLC3,565$157K0.1%-35.0%0.003%
8/6/2024 Quest Partners LLC5,110$225K0.0%-67.3%0.004%
8/6/2024 Oak Thistle LLC25,246$1.11M0.8%N/A0.018%
8/6/2024 Acadian Asset Management LLC257,119$11.33M0.0%+0.3%0.186%
8/6/2024 Los Angeles Capital Management LLC624,308$27.52M0.1%-21.3%0.451%
8/6/2024 Savant Capital LLC39,144$1.73M0.0%+224.0%0.028%
8/5/2024 Arizona State Retirement System36,548$1.61M0.0%+2.7%0.026%
8/5/2024 Victory Capital Management Inc.236,914$10.44M0.0%+342.0%0.171%
8/2/2024 Gries Financial LLC4,987$220K0.0%N/A0.004%
8/2/2024Larson Financial Group LLC12,976$572K0.0%-1.8%0.009%
8/1/2024 Rhumbline Advisers153,911$6.78M0.0%+0.2%0.111%
7/31/2024 nVerses Capital LLC3,600$159K0.1%+800.0%0.003%
7/31/2024 Van ECK Associates Corp48,163$2.12M0.0%-9.3%0.035%
7/31/2024 Baltimore Washington Financial Advisors Inc.31,441$1.39M0.1%+21.9%0.023%
7/30/2024 International Assets Investment Management LLC576$25K0.0%N/A0.000%
7/30/2024 RAM Investment Partners LLC32,569$1.44M0.4%+85.7%0.024%
7/29/2024 Principal Financial Group Inc.11,272$497K0.0%-12.4%0.008%
7/29/2024 Panagora Asset Management Inc.482,177$21.25M0.1%N/A0.349%
7/29/2024 BloombergSen Inc.14,576$643K0.0%+9.6%0.011%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank28,355$1.25M0.0%+2.6%0.020%
7/29/2024 Migdal Insurance & Financial Holdings Ltd.3,400$148K0.0%N/A0.002%
7/26/2024 Allspring Global Investments Holdings LLC7,870$347K0.0%+56.2%0.006%
7/26/2024 Bailard Inc.77,929$3.44M0.1%N/A0.056%
7/26/2024 Bank of New York Mellon Corp787,467$34.71M0.0%+14.2%0.569%
7/26/2024 EFG Asset Management North America Corp.26,274$1.16M0.2%-20.5%0.019%
7/25/2024 AMI Asset Management Corp45,186$1.99M0.1%-56.4%0.033%
7/23/2024 1620 Investment Advisors Inc.1,675$74K0.1%N/A0.001%
7/23/2024 Lecap Asset Management Ltd.52,813$2.33M0.5%-9.0%0.038%
7/22/2024 Summit Global Investments28,597$1.26M0.1%-24.9%0.021%
7/22/2024 Pallas Capital Advisors LLC13,532$647K0.0%N/A0.010%
7/22/2024 Harel Insurance Investments & Financial Services Ltd.10,765$469K0.0%+6,670.4%0.008%
New President Kamala warning (Ad)

Financial nightmare coming after election In 2018, one independent research predicted Kamala Harris was on her way to becoming the president of the United States. "Frankly, she scares us to death… and she should scare you," they wrote.

Which is why you need to check out their newest Kamala prediction immediately.
7/20/2024 Washington Capital Management Inc.19,775$872K0.7%+2.1%0.014%
7/20/2024 First Horizon Advisors Inc.894$39K0.0%+37.5%0.001%
7/18/2024 Stanley Laman Group Ltd.158,448$6.98M1.0%-9.1%0.115%
7/18/2024 Coronation Fund Managers Ltd.1,491,666$65.75M1.9%-3.8%1.078%
7/18/2024 Assenagon Asset Management S.A.104,460$4.61M0.0%+169.3%0.076%
7/17/2024 Vanderbilt University84,891$3.74M0.8%+33.9%0.061%
7/16/2024 Wealth Enhancement Advisory Services LLC7,265$320K0.0%N/A0.005%
7/12/2024 SG Americas Securities LLC3,629$160K0.0%-76.8%0.003%
7/11/2024 Clarius Group LLC160,891$7.09M0.5%-3.9%0.116%
7/10/2024 CWM LLC19,869$876K0.0%+218.0%0.014%
(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, 361 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), BlackRock Inc. ($225.59M), Eminence Capital LP ($187.40M), Brown Capital Management LLC ($173.21M), North Peak Capital Management LLC ($137.31M), and Alliancebernstein L.P. ($130.64M).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 295 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 ($4.69M), Champlain Investment Partners LLC ($2.15M), Norges Bank ($1.44M), RGM Capital LLC ($1.41M), First Trust Advisors LP ($1.39M), Capital World Investors ($1.26M), and AQR Capital Management LLC ($1.13M).

How much institutional buying is happening at Smartsheet?

Institutional investors have bought a total of 37,618,310 shares in the last 24 months. This purchase volume represents approximately $1.54B in transactions.

Which Smartsheet major shareholders have been selling company stock?

Of the 188 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 ($1.89M), Coronation Fund Managers Ltd. ($1.67M), Capital World Investors ($1.20M), Capital Research Global Investors ($1.10M), Tremblant Capital Group ($1.05M), Victory Capital Management Inc. ($1.04M), and North Peak Capital Management LLC ($944.84K).

How much institutional selling is happening at Smartsheet?

Institutional investors have sold a total of 23,129,617 shares in the last 24 months. This volume of shares sold represents approximately $937.47M in transactions.



This page (NYSE:SMAR) was last updated on 9/20/2024 by MarketBeat.com Staff
From Our Partners