Smartsheet (SMAR) Institutional Ownership

$42.03
+0.09 (+0.21%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
90.01%
Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$812.46M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$458.44M
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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
5/17/2024 Washington Harbour Partners LP93,034$3.58M5.8%+1.1%0.068%
5/17/2024 Plato Investment Management Ltd900$35K0.0%N/A0.001%
5/17/2024 Comerica Bank288,149$11.09M0.0%-9.6%0.210%
5/17/2024 Motley Fool Asset Management LLC69,204$2.66M0.2%-3.9%0.050%
5/16/2024 California State Teachers Retirement System129,369$4.98M0.0%-4.6%0.094%
5/16/2024 Grandeur Peak Global Advisors LLC23,026$887K0.1%-77.3%0.017%
5/16/2024 Invenomic Capital Management LP569,528$21.93M1.2%+80.3%0.414%
5/16/2024 Jacobs Levy Equity Management Inc.1,207,780$46.50M0.2%+4.5%0.879%
5/16/2024 Kennedy Capital Management LLC85,251$3.28M0.1%N/A0.062%
5/16/2024 Bayesian Capital Management LP36,264$1.40M0.1%+518.4%0.026%
5/16/2024 Paloma Partners Management Co8,525$328K0.0%N/A0.006%
5/15/2024 Public Employees Retirement System of Ohio48,957$1.89M0.0%-8.6%0.036%
5/15/2024 Bamco Inc. NY765,464$29.47M0.1%+8.3%0.557%
5/15/2024 Price T Rowe Associates Inc. MD985,915$37.96M0.0%+0.9%0.717%
5/15/2024 Tremblant Capital Group770,307$29.66M3.2%+10.2%0.561%
5/15/2024 Brown Capital Management LLC4,498,959$173.21M3.1%-28.7%3.274%
5/15/2024 Magnetar Financial LLC15,244$587K0.0%+49.8%0.011%
5/15/2024 Lazard Asset Management LLC8,138$312K0.0%-51.7%0.006%
5/15/2024 Quadrature Capital Ltd33,992$1.31M0.0%+85.3%0.025%
5/14/2024 Capital World Investors9,613,696$370.13M0.1%-8.4%6.996%
5/14/2024 Capital Research Global Investors1,681,851$64.75M0.0%-26.5%1.224%
5/14/2024 Capital International Sarl85,778$3.30M0.1%+2.2%0.062%
5/14/2024 Capital International Inc. CA 40,498$1.56M0.0%-3.8%0.029%
5/14/2024 Advisors Asset Management Inc.1,822$70K0.0%+24.6%0.001%
5/14/2024 EntryPoint Capital LLC2,432$94K0.1%+51.0%0.002%
5/14/2024 Natixis75,500$2.91M0.0%+14.3%0.055%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund5,274$203K0.0%N/A0.004%
5/14/2024 CANADA LIFE ASSURANCE Co163,917$6.31M0.0%-2.8%0.119%
5/13/2024 Bessemer Group Inc.39,271$1.51M0.0%+1.3%0.029%
5/13/2024 Seven Eight Capital LP77,288$2.98M0.3%N/A0.056%
5/13/2024 Champlain Investment Partners LLC2,743,085$105.61M0.6%-0.7%1.996%
5/11/2024 Covestor Ltd2,899$112K0.1%+37.5%0.002%
5/11/2024 Hillsdale Investment Management Inc.13,950$537K0.0%-2.1%0.010%
5/11/2024 Edgestream Partners L.P.130,715$5.03M0.3%N/A0.095%
5/10/2024 Acadian Asset Management LLC256,329$9.86M0.0%+15.9%0.187%
5/10/2024 Vanguard Group Inc.13,809,208$531.66M0.0%+1.7%10.049%
5/10/2024 Westfield Capital Management Co. LP2,386,272$91.87M0.5%-11.8%1.736%
5/10/2024 M&G Plc164,776$6.43M0.0%N/A0.120%
5/9/2024 Blair William & Co. IL320,705$12.35M0.0%-0.9%0.233%
5/9/2024 State Board of Administration of Florida Retirement System128,873$4.96M0.0%+5.1%0.094%
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5/8/2024 Entropy Technologies LP25,725$990K0.1%N/A0.019%
5/8/2024 Baltimore Washington Financial Advisors Inc.25,791$993K0.1%-1.7%0.019%
5/8/2024 Motley Fool Asset Management LLC271,832$10.47M0.3%+277.4%0.198%
5/8/2024 Russell Investments Group Ltd.208,309$8.02M0.0%-3.1%0.152%
5/8/2024 Qsemble Capital Management LP41,098$1.58M0.3%+144.4%0.030%
5/7/2024 Meeder Asset Management Inc.3,917$151K0.0%-68.0%0.003%
5/7/2024 Sei Investments Co.147,306$5.67M0.0%+20.3%0.107%
5/7/2024 Swiss National Bank255,700$9.84M0.0%+1.1%0.186%
5/7/2024 ClariVest Asset Management LLC61,625$2.37M0.2%-0.6%0.045%
5/7/2024 TimesSquare Capital Management LLC1,976,664$76.10M1.1%-4.1%1.438%
5/7/2024 Glynn Capital Management LLC313,077$12.05M2.3%-9.0%0.228%
5/7/2024 SG Americas Securities LLC15,630$602K0.0%+250.1%0.011%
5/3/2024 Coronation Fund Managers Ltd.1,550,203$59.68M1.6%+44.2%1.128%
5/1/2024 Capstone Investment Advisors LLC39,270$1.51M0.0%N/A0.029%
5/1/2024 BNP Paribas Financial Markets22,415$863K0.0%-69.6%0.016%
5/1/2024 Mirae Asset Global Investments Co. Ltd.101,596$3.98M0.0%-33.4%0.074%
5/1/2024 Smith Group Asset Management LLC10,400$400K0.0%+57.6%0.008%
4/30/2024 Van ECK Associates Corp53,074$2.04M0.0%N/A0.039%
4/30/2024 Allspring Global Investments Holdings LLC5,040$194K0.0%-12.0%0.004%
4/29/2024 Principal Financial Group Inc.12,862$495K0.0%-4.7%0.009%
4/29/2024 RAM Investment Partners LLC17,543$675K0.2%+41.7%0.013%
4/25/2024 WCM Investment Management LLC414,470$15.96M0.0%+0.9%0.302%
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%
3/25/2024 Quadrature Capital Ltd18,349$878K0.0%-55.8%0.013%
3/22/2024 PNC Financial Services Group Inc.14,014$670K0.0%+3.0%0.010%
3/11/2024 Vanguard Group Inc.13,583,818$649.58M0.0%+2.1%9.969%
3/1/2024 Goldman Sachs Group Inc.1,287,936$61.59M0.0%-0.8%0.945%
2/21/2024American Trust5,440$260K0.0%-15.1%0.004%
2/15/2024 Granahan Investment Management LLC1,040,724$49.77M1.6%+908.1%0.764%
2/15/2024 Brown Capital Management LLC6,306,749$301.59M4.5%-0.5%4.628%
2/14/2024 Sirios Capital Management L P208,019$9.95M2.0%N/A0.153%
2/14/2024 Invenomic Capital Management LP315,930$15.11M0.7%-42.0%0.232%
2/14/2024 Neuberger Berman Group LLC78,927$3.77M0.0%-23.2%0.058%
2/14/2024 Eminence Capital LP3,173,369$151.75M2.3%-4.7%2.329%
2/14/2024 Regal Investment Advisors LLC10,603$507K0.0%N/A0.008%
2/14/2024 Optimus Prime Fund Management Co. Ltd.280,000$13.39M1.7%+24.4%0.205%
2/14/2024 Capital Fund Management S.A.119,991$5.74M0.0%+172.2%0.088%
2/14/2024 Dorsal Capital Management LP3,225,000$154.22M4.8%+4.0%2.367%
2/14/2024 Hel Ved Capital Management Ltd57,572$2.75M0.8%+488.4%0.042%
2/14/2024 CenterBook Partners LP33,532$1.60M0.2%-20.7%0.025%
2/13/2024 Vinva Investment Management Ltd5,290$253K0.0%+64.0%0.004%
2/13/2024 Oberndorf William E93,955$4.49M7.3%+56.2%0.069%
2/13/2024 Pinebridge Investments L.P.9,074$434K0.0%-8.7%0.007%
2/13/2024 BloombergSen Inc.9,355$447K0.0%-22.2%0.007%
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2/13/2024 Capital World Investors10,490,610$501.66M0.1%-3.0%7.699%
2/13/2024 Capital Research Global Investors2,288,219$109.42M0.0%-17.6%1.679%
2/13/2024 Capital International Sarl83,904$4.01M0.2%+11.3%0.062%
2/13/2024 Capital International Ltd. CA74,570$3.57M0.2%-4.6%0.055%
2/13/2024 Armistice Capital LLC9,763$467K0.0%N/A0.007%
2/13/2024 First Trust Advisors LP2,075,852$99.27M0.1%-2.7%1.523%
2/13/2024 CIBC Private Wealth Group LLC148,072$7.08M0.0%+51.3%0.109%
2/13/2024 Rafferty Asset Management LLC46,215$2.21M0.0%-2.2%0.034%
2/13/2024 California State Teachers Retirement System135,581$6.48M0.0%-3.3%0.100%
2/12/2024 Alberta Investment Management Corp25,500$1.22M0.0%N/A0.019%
(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, 344 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 292 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 37,201,298 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

Which Smartsheet major shareholders have been selling company stock?

Of the 174 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 23,000,130 shares in the last 24 months. This volume of shares sold represents approximately $899.22M in transactions.


This page (NYSE:SMAR) was last updated on 5/19/2024 by MarketBeat.com Staff

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