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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
65
shares
|
$3,670
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
48
shares
|
$2,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
40
shares
|
$2,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
39
shares
|
$2,202
0.0% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
38
shares
|
$2,145
0.0% of portfolio
|
Q3 2024
Added 171.43%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
37
shares
|
$2,089
0.0% of portfolio
|
Q4 2024
Added 85.0%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
34
shares
|
$1,919
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
34
shares
|
$1,919
0.0% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
32
shares
|
$1,807
0.0% of portfolio
|
Q4 2024
Reduced 90.03%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
27
shares
|
$1,524
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
26
shares
|
$1,468
0.0% of portfolio
|
Q3 2023
Reduced 75.24%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
24
shares
|
$1,355
0.0% of portfolio
|
Q4 2024
Reduced 90.63%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,129
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
18
shares
|
$1,016
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
18
shares
|
$1,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
18
shares
|
$1,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
17
shares
|
$959
0.0% of portfolio
|
Q4 2024
Reduced 99.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14
shares
|
$790
0.0% of portfolio
|
Q4 2024
Reduced 72.55%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
14
shares
|
$790
0.0% of portfolio
|
Q4 2024
Reduced 46.15%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
11
shares
|
$621
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
10
shares
|
$564
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
9
shares
|
$508
0.0% of portfolio
|
Q2 2024
Added 350.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
9
shares
|
$508
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
5
shares
|
$282
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
4
shares
|
$225
0.0% of portfolio
|
Q3 2024
New holding
|