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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
536
shares
|
$30,267
0.0% of portfolio
|
Q4 2024
Added 737.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
515
shares
|
$29,082
0.0% of portfolio
|
Q2 2020
Added 75.56%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
514
shares
|
$29,025
0.0% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
500
shares
|
$28,235
0.0% of portfolio
|
Q1 2022
Added 1766.67%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
467
shares
|
$26,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
450
shares
|
$25,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
371
shares
|
$20,950
0.0% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
371
shares
|
$20,950
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
353
shares
|
$19,933
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
305
shares
|
$17,223
0.0% of portfolio
|
Q4 2024
Reduced 39.6%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
300
shares
|
$16,941
0.0% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
274
shares
|
$15,472
0.0% of portfolio
|
Q4 2024
Reduced 62.0%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
246
shares
|
$13,891
0.0% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
246
shares
|
$13,891
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
234
shares
|
$13,213
0.0% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
193
shares
|
$10,898
0.0% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
170
shares
|
$9,599
0.01% of portfolio
|
Q4 2024
Reduced 37.04%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
156
shares
|
$8,809
0.0% of portfolio
|
Q4 2024
Reduced 86.1%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
154
shares
|
$8,696
0.0% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
143
shares
|
$8,075
0.0% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
114
shares
|
$6,437
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
100
shares
|
$5,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
82
shares
|
$4,630
0.0% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
80
shares
|
$4,517
0.0% of portfolio
|
Q4 2023
Added 26.98%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
75
shares
|
$4,235
0.0% of portfolio
|
Q3 2024
Added 8.7%
|