Smartsheet (SMAR) Institutional Ownership

$48.41

+1.28 (+2.72%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 90.01%
Number of Institutional Buyers (last 12 months): 195
Total Institutional Inflows (last 12 months): $860.26M

Number of Institutional Sellers (last 12 months): 125
Total Institutional Outflows (last 12 months): $476.34M

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SMAR Institutional Buying and Selling by Quarter

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Smartsheet Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	7,870	$347K	0.0%	+56.2%	0.006%
7/26/2024	Bailard Inc.	77,929	$3.44M	0.1%	N/A	0.056%
7/26/2024	Bank of New York Mellon Corp	787,467	$34.71M	0.0%	+14.2%	0.569%
7/26/2024	EFG Asset Management North America Corp.	26,274	$1.16M	0.2%	-20.5%	0.019%
7/25/2024	AMI Asset Management Corp	45,186	$1.99M	0.1%	-56.4%	0.033%
7/23/2024	1620 Investment Advisors Inc.	1,675	$74K	0.1%	N/A	0.001%
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7/23/2024	Lecap Asset Management Ltd.	52,813	$2.33M	0.5%	-9.0%	0.038%
7/22/2024	Summit Global Investments	28,597	$1.26M	0.1%	-24.9%	0.021%
7/22/2024	Pallas Capital Advisors LLC	13,532	$647K	0.0%	N/A	0.010%
7/22/2024	Harel Insurance Investments & Financial Services Ltd.	10,765	$469K	0.0%	+6,670.4%	0.008%
7/20/2024	Washington Capital Management Inc.	19,775	$872K	0.7%	+2.1%	0.014%
7/20/2024	First Horizon Advisors Inc.	894	$39K	0.0%	+37.5%	0.001%
7/18/2024	Stanley Laman Group Ltd.	158,448	$6.98M	1.0%	-9.1%	0.115%
7/18/2024	Coronation Fund Managers Ltd.	1,491,666	$65.75M	1.9%	-3.8%	1.078%
7/18/2024	Assenagon Asset Management S.A.	104,460	$4.61M	0.0%	+169.3%	0.076%
7/17/2024	Vanderbilt University	84,891	$3.74M	0.8%	+33.9%	0.061%
7/16/2024	Wealth Enhancement Advisory Services LLC	7,265	$320K	0.0%	N/A	0.005%
7/12/2024	SG Americas Securities LLC	3,629	$160K	0.0%	-76.8%	0.003%
7/11/2024	Clarius Group LLC	160,891	$7.09M	0.5%	-3.9%	0.116%
7/10/2024	CWM LLC	19,869	$876K	0.0%	+218.0%	0.014%
7/9/2024	Harbor Capital Advisors Inc.	69,189	$3.05M	0.2%	+94.6%	0.050%
7/8/2024	Quent Capital LLC	915	$40K	0.0%	+169.1%	0.001%
7/8/2024	Versant Capital Management Inc	713	$31K	0.0%	N/A	0.001%
7/3/2024	Moody National Bank Trust Division	41,887	$1.85M	0.1%	-5.1%	0.030%
6/3/2024	Cota Capital Management LLC	105,396	$4.06M	10.7%	-82.4%	0.077%
5/24/2024	Cetera Advisors LLC	5,697	$219K	0.0%	N/A	0.004%
5/21/2024	Swedbank AB	997,100	$38.39M	0.1%	N/A	0.726%
5/17/2024	Washington Harbour Partners LP	93,034	$3.58M	5.8%	+1.1%	0.068%
5/17/2024	Plato Investment Management Ltd	900	$35K	0.0%	N/A	0.001%
5/17/2024	Comerica Bank	288,149	$11.09M	0.0%	-9.6%	0.210%
5/17/2024	Motley Fool Asset Management LLC	69,204	$2.66M	0.2%	-3.9%	0.050%
5/16/2024	California State Teachers Retirement System	129,369	$4.98M	0.0%	-4.6%	0.094%
5/16/2024	Grandeur Peak Global Advisors LLC	23,026	$887K	0.1%	-77.3%	0.017%
5/16/2024	Invenomic Capital Management LP	569,528	$21.93M	1.2%	+80.3%	0.414%
5/16/2024	Jacobs Levy Equity Management Inc.	1,207,780	$46.50M	0.2%	+4.5%	0.879%
5/16/2024	Kennedy Capital Management LLC	85,251	$3.28M	0.1%	N/A	0.062%
5/16/2024	Bayesian Capital Management LP	36,264	$1.40M	0.1%	+518.4%	0.026%
5/16/2024	Paloma Partners Management Co	8,525	$328K	0.0%	N/A	0.006%
5/15/2024	Public Employees Retirement System of Ohio	48,957	$1.89M	0.0%	-8.6%	0.036%
5/15/2024	Bamco Inc. NY	765,464	$29.47M	0.1%	+8.3%	0.557%
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5/15/2024	Price T Rowe Associates Inc. MD	985,915	$37.96M	0.0%	+0.9%	0.717%
5/15/2024	Tremblant Capital Group	770,307	$29.66M	3.2%	+10.2%	0.561%
5/15/2024	Brown Capital Management LLC	4,498,959	$173.21M	3.1%	-28.7%	3.274%
5/15/2024	Magnetar Financial LLC	15,244	$587K	0.0%	+49.8%	0.011%
5/15/2024	Lazard Asset Management LLC	8,138	$312K	0.0%	-51.7%	0.006%
5/15/2024	Quadrature Capital Ltd	33,992	$1.31M	0.0%	+85.3%	0.025%
5/14/2024	Capital World Investors	9,613,696	$370.13M	0.1%	-8.4%	6.996%
5/14/2024	Capital Research Global Investors	1,681,851	$64.75M	0.0%	-26.5%	1.224%
5/14/2024	Capital International Sarl	85,778	$3.30M	0.1%	+2.2%	0.062%
5/14/2024	Capital International Inc. CA	40,498	$1.56M	0.0%	-3.8%	0.029%
5/14/2024	Advisors Asset Management Inc.	1,822	$70K	0.0%	+24.6%	0.001%
5/14/2024	EntryPoint Capital LLC	2,432	$94K	0.1%	+51.0%	0.002%
5/14/2024	Natixis	75,500	$2.91M	0.0%	+14.3%	0.055%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	5,274	$203K	0.0%	N/A	0.004%
5/14/2024	CANADA LIFE ASSURANCE Co	163,917	$6.31M	0.0%	-2.8%	0.119%
5/13/2024	Bessemer Group Inc.	39,271	$1.51M	0.0%	+1.3%	0.029%
5/13/2024	Seven Eight Capital LP	77,288	$2.98M	0.3%	N/A	0.056%
5/13/2024	Champlain Investment Partners LLC	2,743,085	$105.61M	0.6%	-0.7%	1.996%
5/11/2024	Covestor Ltd	2,899	$112K	0.1%	+37.5%	0.002%
5/11/2024	Hillsdale Investment Management Inc.	13,950	$537K	0.0%	-2.1%	0.010%
5/11/2024	Edgestream Partners L.P.	130,715	$5.03M	0.3%	N/A	0.095%
5/10/2024	Acadian Asset Management LLC	256,329	$9.86M	0.0%	+15.9%	0.187%
5/10/2024	Vanguard Group Inc.	13,809,208	$531.66M	0.0%	+1.7%	10.049%
5/10/2024	Westfield Capital Management Co. LP	2,386,272	$91.87M	0.5%	-11.8%	1.736%
5/10/2024	M&G Plc	164,776	$6.43M	0.0%	N/A	0.120%
5/9/2024	Blair William & Co. IL	320,705	$12.35M	0.0%	-0.9%	0.233%
5/9/2024	State Board of Administration of Florida Retirement System	128,873	$4.96M	0.0%	+5.1%	0.094%
5/8/2024	Entropy Technologies LP	25,725	$990K	0.1%	N/A	0.019%
5/8/2024	Baltimore Washington Financial Advisors Inc.	25,791	$993K	0.1%	-1.7%	0.019%
5/8/2024	Motley Fool Asset Management LLC	271,832	$10.47M	0.3%	+277.4%	0.198%
5/8/2024	Russell Investments Group Ltd.	208,309	$8.02M	0.0%	-3.1%	0.152%
5/8/2024	Qsemble Capital Management LP	41,098	$1.58M	0.3%	+144.4%	0.030%
5/7/2024	Meeder Asset Management Inc.	3,917	$151K	0.0%	-68.0%	0.003%
5/7/2024	Sei Investments Co.	147,306	$5.67M	0.0%	+20.3%	0.107%
5/7/2024	Swiss National Bank	255,700	$9.84M	0.0%	+1.1%	0.186%
5/7/2024	ClariVest Asset Management LLC	61,625	$2.37M	0.2%	-0.6%	0.045%
5/7/2024	TimesSquare Capital Management LLC	1,976,664	$76.10M	1.1%	-4.1%	1.438%
5/7/2024	Glynn Capital Management LLC	313,077	$12.05M	2.3%	-9.0%	0.228%
5/7/2024	SG Americas Securities LLC	15,630	$602K	0.0%	+250.1%	0.011%
5/3/2024	Coronation Fund Managers Ltd.	1,550,203	$59.68M	1.6%	+44.2%	1.128%
5/1/2024	Capstone Investment Advisors LLC	39,270	$1.51M	0.0%	N/A	0.029%
5/1/2024	BNP Paribas Financial Markets	22,415	$863K	0.0%	-69.6%	0.016%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	101,596	$3.98M	0.0%	-33.4%	0.074%
5/1/2024	Smith Group Asset Management LLC	10,400	$400K	0.0%	+57.6%	0.008%
4/30/2024	Van ECK Associates Corp	53,074	$2.04M	0.0%	N/A	0.039%
4/30/2024	Allspring Global Investments Holdings LLC	5,040	$194K	0.0%	-12.0%	0.004%
4/29/2024	Principal Financial Group Inc.	12,862	$495K	0.0%	-4.7%	0.009%
4/29/2024	RAM Investment Partners LLC	17,543	$675K	0.2%	+41.7%	0.013%
4/25/2024	WCM Investment Management LLC	414,470	$15.96M	0.0%	+0.9%	0.302%
4/24/2024	Assenagon Asset Management S.A.	38,790	$1.49M	0.0%	-40.1%	0.028%
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4/19/2024	AMI Asset Management Corp	103,626	$3.99M	0.2%	N/A	0.075%
4/18/2024	Allspring Global Investments Holdings LLC	5,040	$194K	0.0%	-12.0%	0.004%
4/12/2024	Washington Capital Management Inc.	19,375	$746K	0.6%	+47.9%	0.014%
4/10/2024	Banque Cantonale Vaudoise	760	$29K	0.0%	N/A	0.001%
4/5/2024	Los Angeles Capital Management LLC	792,997	$30.53M	0.1%	+26.2%	0.577%
4/4/2024	Moody National Bank Trust Division	44,123	$1.70M	0.1%	+20.3%	0.032%
3/25/2024	Quadrature Capital Ltd	18,349	$878K	0.0%	-55.8%	0.013%
3/22/2024	PNC Financial Services Group Inc.	14,014	$670K	0.0%	+3.0%	0.010%
3/11/2024	Vanguard Group Inc.	13,583,818	$649.58M	0.0%	+2.1%	9.969%
3/1/2024	Goldman Sachs Group Inc.	1,287,936	$61.59M	0.0%	-0.8%	0.945%

(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, 349 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), Brown Capital Management LLC ($173.21M), Dorsal Capital Management LP ($154.22M), Eminence Capital LP ($151.75M), 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 297 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 ($4.33M), Champlain Investment Partners LLC ($2.15M), Millennium Management LLC ($1.45M), Norges Bank ($1.44M), First Trust Advisors LP ($1.39M), Sachem Head Capital Management LP ($1.35M), and Capital World Investors ($1.26M).

How much institutional buying is happening at Smartsheet?: Institutional investors have bought a total of 38,390,382 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.
Which Smartsheet major shareholders have been selling company stock?: Of the 176 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), Victory Capital Management Inc. ($1.20M), Capital World Investors ($1.20M), Capital Research Global Investors ($1.10M), Federated Hermes Inc. ($974.30K), Tremblant Capital Group ($973.58K), and North Peak Capital Management LLC ($944.84K).
How much institutional selling is happening at Smartsheet?: Institutional investors have sold a total of 23,588,641 shares in the last 24 months. This volume of shares sold represents approximately $922.00M in transactions.