Institutional Ownership Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR). We have compiled data on the 415 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $7.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
6,778
shares
|
$382,753
0.07% of portfolio
|
Q1 2021
Added 11.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,691
shares
|
$377,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
6,346
shares
|
$358,358
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
6,193
shares
|
$349,718
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
6,165
shares
|
$348,137
0.11% of portfolio
|
Q4 2024
Added 124.84%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
6,109
shares
|
$344,975
0.01% of portfolio
|
Q4 2024
Reduced 33.37%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
6,013
shares
|
$339,554
0.07% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
5,818
shares
|
$328,542
0.01% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,547
shares
|
$313,239
0.0% of portfolio
|
Q3 2023
Reduced 14.98%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,453
shares
|
$307,930
0.0% of portfolio
|
Q4 2024
Reduced 53.91%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
5,445
shares
|
$307,479
0.0% of portfolio
|
Q4 2024
Reduced 95.84%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,444
shares
|
$307,422
0.03% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
5,332
shares
|
$301,098
0.51% of portfolio
|
Q4 2023
Reduced 13.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,322
shares
|
$300,533
0.0% of portfolio
|
Q4 2024
Reduced 22.43%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
5,259
shares
|
$296,975
0.0% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,996
shares
|
$282,124
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
4,956
shares
|
$279,865
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,930
shares
|
$278,397
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
4,864
shares
|
$274,670
0.0% of portfolio
|
Q4 2024
Reduced 89.95%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
4,855
shares
|
$274,161
0.0% of portfolio
|
Q4 2024
Added 30.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
4,844
shares
|
$273,540
0.0% of portfolio
|
Q4 2024
Reduced 85.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,809
shares
|
$271,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,809
shares
|
$271,564
0.01% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,754
shares
|
$268,458
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,712
shares
|
$266,086
0.07% of portfolio
|
Q4 2024
New holding
|