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Smartsheet (SMAR) Institutional Ownership

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$38.08
-0.28 (-0.73%)
(As of 04/25/2024 ET)
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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)
192
Total
Institutional Inflows
(last 12 months)
$830.18M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$437.91M
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SMAR Institutional Buying and Selling by Quarter

Smartsheet Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Assenagon Asset Management S.A.38,790$1.49M0.0%-40.1%0.028%
4/19/2024 AMI Asset Management Corp103,626$3.99M0.2%N/A0.075%
4/18/2024 Allspring Global Investments Holdings LLC5,040$194K0.0%-12.0%0.004%
4/12/2024 Washington Capital Management Inc.19,375$746K0.6%+47.9%0.014%
4/10/2024 Banque Cantonale Vaudoise760$29K0.0%N/A0.001%
4/5/2024 Los Angeles Capital Management LLC792,997$30.53M0.1%+26.2%0.577%
4/4/2024 Moody National Bank Trust Division44,123$1.70M0.1%+20.3%0.032%
3/25/2024Quadrature Capital Ltd18,349$878K0.0%-55.8%0.013%
3/22/2024PNC Financial Services Group Inc.14,014$670K0.0%+3.0%0.010%
3/11/2024Vanguard Group Inc.13,583,818$649.58M0.0%+2.1%9.969%
3/1/2024Goldman Sachs Group Inc.1,287,936$61.59M0.0%-0.8%0.945%
2/21/2024American Trust5,440$260K0.0%-15.1%0.004%
2/15/2024Granahan Investment Management LLC1,040,724$49.77M1.6%+908.1%0.764%
2/15/2024Brown Capital Management LLC6,306,749$301.59M4.5%-0.5%4.628%
2/14/2024Sirios Capital Management L P208,019$9.95M2.0%N/A0.153%
2/14/2024Invenomic Capital Management LP315,930$15.11M0.7%-42.0%0.232%
2/14/2024Neuberger Berman Group LLC78,927$3.77M0.0%-23.2%0.058%
2/14/2024Eminence Capital LP3,173,369$151.75M2.3%-4.7%2.329%
2/14/2024Regal Investment Advisors LLC10,603$507K0.0%N/A0.008%
2/14/2024Optimus Prime Fund Management Co. Ltd.280,000$13.39M1.7%+24.4%0.205%
2/14/2024Capital Fund Management S.A.119,991$5.74M0.0%+172.2%0.088%
2/14/2024Dorsal Capital Management LP3,225,000$154.22M4.8%+4.0%2.367%
2/14/2024Hel Ved Capital Management Ltd57,572$2.75M0.8%+488.4%0.042%
2/14/2024CenterBook Partners LP33,532$1.60M0.2%-20.7%0.025%
2/13/2024Vinva Investment Management Ltd5,290$253K0.0%+64.0%0.004%
2/13/2024Oberndorf William E93,955$4.49M7.3%+56.2%0.069%
2/13/2024Pinebridge Investments L.P.9,074$434K0.0%-8.7%0.007%
2/13/2024BloombergSen Inc.9,355$447K0.0%-22.2%0.007%
2/13/2024Capital World Investors10,490,610$501.66M0.1%-3.0%7.699%
2/13/2024Capital Research Global Investors2,288,219$109.42M0.0%-17.6%1.679%
2/13/2024Capital International Sarl83,904$4.01M0.2%+11.3%0.062%
2/13/2024Capital International Ltd. CA74,570$3.57M0.2%-4.6%0.055%
2/13/2024Armistice Capital LLC9,763$467K0.0%N/A0.007%
2/13/2024First Trust Advisors LP2,075,852$99.27M0.1%-2.7%1.523%
2/13/2024CIBC Private Wealth Group LLC148,072$7.08M0.0%+51.3%0.109%
2/13/2024Rafferty Asset Management LLC46,215$2.21M0.0%-2.2%0.034%
2/13/2024California State Teachers Retirement System135,581$6.48M0.0%-3.3%0.100%
2/12/2024Alberta Investment Management Corp25,500$1.22M0.0%N/A0.019%
2/12/2024Crestline Management LP122,716$5.87M0.5%-46.2%0.090%
2/12/2024Eagle Asset Management Inc.624,053$29.84M0.2%-0.4%0.458%
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2/12/2024Treasurer of the State of North Carolina56,739$2.71M0.0%+3.0%0.042%
2/12/2024Allianz Asset Management GmbH132,482$6.34M0.0%+69.2%0.097%
2/12/2024Artisan Partners Limited Partnership524,236$25.07M0.0%+34.0%0.385%
2/9/2024Westfield Capital Management Co. LP2,706,943$129.45M0.8%+9.0%1.987%
2/9/2024Advisory Services Network LLC6,682$320K0.0%+21.5%0.005%
2/9/2024Neuberger Berman Group LLC78,927$3.77M0.0%-23.2%0.058%
2/9/2024Quest Partners LLC9,670$462K0.1%N/A0.007%
2/9/2024Trexquant Investment LP152,354$7.29M0.2%-14.7%0.112%
2/9/2024Corient Private Wealth LLC53,970$2.58M0.0%-14.1%0.040%
2/9/2024Clearbridge Investments LLC1,030,834$49.29M0.0%+36.2%0.757%
2/9/2024UBS Group AG181,234$8.67M0.0%+59.9%0.133%
2/9/2024PNC Financial Services Group Inc.14,014$670K0.0%+3.0%0.010%
2/9/2024Norges Bank1,440,391$68.88M0.0%N/A1.057%
2/9/2024FUKOKU MUTUAL LIFE INSURANCE Co15,500$741K0.1%N/A0.011%
2/8/2024Panagora Asset Management Inc.5,281$253K0.0%N/A0.004%
2/8/2024EFG Asset Management North America Corp.31,181$1.49M0.3%-2.4%0.023%
2/8/2024Inceptionr LLC8,825$422K0.3%N/A0.006%
2/8/2024Vanguard Personalized Indexing Management LLC10,275$491K0.0%-3.0%0.008%
2/8/2024M&G Investment Management Ltd.176,005$8.45M0.1%+8.6%0.129%
2/7/2024Principal Financial Group Inc.13,500$646K0.0%-13.2%0.010%
2/7/2024Qsemble Capital Management LP16,817$804K0.2%-70.1%0.012%
2/7/2024BNP Paribas Financial Markets73,652$3.52M0.0%-14.7%0.054%
2/7/2024Teacher Retirement System of Texas33,636$1.61M0.0%-3.2%0.025%
2/7/2024Thompson Siegel & Walmsley LLC11,000$526K0.0%N/A0.008%
2/7/2024Versor Investments LP4,810$230K0.0%N/A0.004%
2/7/2024TimesSquare Capital Management LLC2,060,851$98.55M1.5%-1.9%1.512%
2/7/2024Moser Wealth Advisors LLC7,043$337K0.2%N/A0.005%
2/6/2024Charles Schwab Investment Management Inc.1,201,506$57.46M0.0%+3.6%0.882%
2/6/2024Lisanti Capital Growth LLC75,040$3.59M0.8%+197.4%0.055%
2/6/2024M&T Bank Corp4,270$204K0.0%N/A0.003%
2/6/2024 Amalgamated Bank26,394$1.26M0.0%-16.8%0.019%
2/6/2024Summit Global Investments36,691$1.76M0.1%+527.6%0.027%
2/6/2024Levin Capital Strategies L.P.9,625$460K0.0%+15.0%0.007%
2/6/2024 Los Angeles Capital Management LLC628,138$30.04M0.1%+6,960.9%0.461%
2/6/2024Swiss National Bank253,000$12.10M0.0%-9.3%0.186%
2/6/2024Andar Capital Management HK Ltd80,000$3.83M5.4%N/A0.059%
2/6/2024Glynn Capital Management LLC343,970$16.45M3.1%-2.4%0.252%
2/5/2024Victory Capital Management Inc.17,393$832K0.0%+24.7%0.013%
2/5/2024Brighton Jones LLC14,277$683K0.0%-37.1%0.010%
2/5/2024AtonRa Partners5,332$255K0.5%-13.5%0.004%
2/5/2024Russell Investments Group Ltd.215,058$10.29M0.0%+2.4%0.158%
2/2/2024Truist Financial Corp4,930$236K0.0%N/A0.004%
2/2/2024 Stanley Laman Group Ltd.173,330$8.29M1.3%N/A0.127%
2/2/2024Motley Fool Asset Management LLC72,034$3.45M0.3%+12.2%0.053%
2/1/2024Larson Financial Group LLC13,161$629K0.1%-2.5%0.010%
2/1/2024New York State Common Retirement Fund1,190,423$56.93M0.1%+3.1%0.874%
2/1/2024California Public Employees Retirement System223,866$10.71M0.0%-3.0%0.164%
2/1/2024Duality Advisers LP18,103$866K0.1%-5.2%0.013%
2/1/2024Handelsbanken Fonder AB25,275$1.21M0.0%-7.3%0.019%
2/1/2024 CWM LLC4,287$205K0.0%+40.8%0.003%
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1/31/2024Institute for Wealth Management LLC.4,396$210K0.0%N/A0.003%
1/31/2024Xponance Inc.17,460$835K0.0%-3.4%0.013%
1/31/2024Federated Hermes Inc.927,000$44.33M0.1%+15.4%0.680%
1/31/2024Migdal Insurance & Financial Holdings Ltd.4,150$200K0.0%-29.1%0.003%
1/30/2024Prosperity Wealth Management Inc.7,650$366K0.2%N/A0.006%
1/30/2024Avior Wealth Management LLC7,928$379K0.0%+5.9%0.006%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank35,801$1.71M0.0%+44.7%0.026%
1/30/2024Mackenzie Financial Corp22,438$1.07M0.0%+137.5%0.016%
1/30/2024Cornercap Investment Counsel Inc.22,860$1.09M0.2%+1.3%0.017%
1/30/2024Strs Ohio13,031$623K0.0%-4.4%0.010%
(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, 346 institutional investors and hedge funds held shares of Smartsheet. The most heavily invested institutionals were Vanguard Group Inc. ($649.58M), Capital World Investors ($501.66M), Brown Capital Management LLC ($301.59M), BlackRock Inc. ($225.59M), 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 294 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 ($2.17M), 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 39,639,025 shares in the last 24 months. This purchase volume represents approximately $1.61B in transactions.

Which Smartsheet major shareholders have been selling company stock?

Of the 173 institutional investors that sold Smartsheet stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($1.41M), Victory Capital Management Inc. ($1.20M), Federated Hermes Inc. ($974.30K), Tremblant Capital Group ($973.58K), North Peak Capital Management LLC ($944.84K), Alkeon Capital Management LLC ($909K), and Dorsey Asset Management LLC ($782.43K).

How much institutional selling is happening at Smartsheet?

Institutional investors have sold a total of 20,357,654 shares in the last 24 months. This volume of shares sold represents approximately $819.69M in transactions.


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This page (NYSE:SMAR) was last updated on 4/25/2024 by MarketBeat.com Staff

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