Institutional Ownership Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $572 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
869
shares
|
$49,072
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
550
shares
|
$31,058
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
515
shares
|
$29,082
0.0% of portfolio
|
Q2 2020
Added 75.56%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
110
shares
|
$6,211
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
80
shares
|
$4,517
0.0% of portfolio
|
Q4 2023
Added 26.98%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
61
shares
|
$3,444
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
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 |
Apr 30, 2025 Q1 2025 |
32
shares
|
$1,807
0.0% of portfolio
|
Q4 2024
Reduced 90.03%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
24
shares
|
$1,355
0.0% of portfolio
|
Q4 2024
Reduced 90.63%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
18
shares
|
$1,016
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
11
shares
|
$621
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2
shares
|
$112
0.0% of portfolio
|
Q4 2021
Reduced 94.44%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q1 2025
Reduced 99.73%
|