Smartsheet Inc SMAR
We take great care to ensure that the data presented and summarized in this overview for SMARTSHEET INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SMAR
View all-
Vanguard Group Inc Valley Forge, PA14.2MShares$800 Million0.01% of portfolio
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Black Rock Inc. New York, NY8.48MShares$478 Million0.01% of portfolio
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Capital World Investors Los Angeles, CA7.09MShares$400 Million0.05% of portfolio
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Vista Equity Partners Management, LLC San Francisco, CA6.47MShares$365 Million7.61% of portfolio
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Arrow Mark Colorado Holdings LLC Denver, CO4.53MShares$256 Million2.63% of portfolio
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Eminence Capital, LP New York, NY4.25MShares$240 Million3.15% of portfolio
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Brown Capital Management LLC Baltimore, MD4.08MShares$230 Million3.69% of portfolio
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North Peak Capital Management, LLC New York, NY3.39MShares$191 Million17.53% of portfolio
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Dorsal Capital Management, LLC Redwood City, CA2.88MShares$162 Million4.52% of portfolio
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Champlain Investment Partners, LLC Burlington, VT2.71MShares$153 Million0.76% of portfolio
Latest Institutional Activity in SMAR
Top Purchases
Top Sells
About SMAR
Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of work to align individuals, managers, and executives; Portals to locate and access from any device the resources available for a project without IT assistance; Cardview to organize, share, and act on workflows; and Grid to keep teams on task by tracking multiple moving parts. It also provides Reports that allow users to see and action their work in one centralized location; Projects, which offers interface with capabilities that foster collaboration among teams and organizations; Calendar that align teams and organizations by connecting deadlines to workflows; Forms to collect information in a structured and consistent format; Automated actions to automate repetitive processes; and Integrations to connect, sync, and extend existing enterprise applications across workflows to create work execution. The company offers WorkApps to build easy to navigate apps; Connectors for embedded integrations with industry-leading systems of record; Control Center to achieve consistent work execution; Dynamic View enables mixed internal and external teams to collaborate confidentially with vendors; Data Shuttle to upload or offload data between Smartsheet and other existing systems and databases; Bridge to build intelligent workflows and automate business processes across platforms; Resource Management; Brandfolder; and Premium Apps and Connectors, as well as Calendar, Pivot, and DataMesh apps, and Smartsheet Advance. It serves aerospace, automotive, biotechnology, consumer, e-commerce, education, finance, government, healthcare, IT services, marketing, media, travel, and other sectors. The company was formerly known as Smartsheet.com, Inc. and changed its name to Smartsheet Inc. in February 2017. The company was incorporated in 2005 and is based in Bellevue, Washington.
Insider Transactions at SMAR
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Oct 02
2024
|
Mark Patrick Mader President and CEO |
SELL
Open market or private sale
|
Direct |
5,000
-0.85%
|
$275,000
$55.35 P/Share
|
Oct 01
2024
|
Jolene Lau Marshall Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
3,571
-26.4%
|
$196,405
$55.37 P/Share
|
Sep 19
2024
|
Mark Patrick Mader President and CEO |
SELL
Open market or private sale
|
Direct |
20,000
-3.29%
|
$1,020,000
$51.78 P/Share
|
Sep 16
2024
|
Stephen Robert Branstetter Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
1,847
-2.8%
|
$97,891
$53.0 P/Share
|
Sep 13
2024
|
Jolene Lau Marshall Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
3,571
-20.88%
|
$178,550
$50.59 P/Share
|
Sep 13
2024
|
Pete Godbole CFO & Treasurer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,217
-3.2%
|
$60,850
$50.56 P/Share
|
Sep 13
2024
|
Pete Godbole CFO & Treasurer |
BUY
Exercise of conversion of derivative security
|
Direct |
2,401
+5.94%
|
-
|
Aug 15
2024
|
Jolene Lau Marshall Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
3,741
-17.95%
|
$179,568
$48.18 P/Share
|
Aug 15
2024
|
Jolene Lau Marshall Chief Legal Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,544
-6.9%
|
$72,568
$47.72 P/Share
|
Aug 15
2024
|
Jolene Lau Marshall Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
5,285
+7.71%
|
-
|
Aug 15
2024
|
Mark Patrick Mader President and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
7,836
-1.27%
|
$368,292
$47.72 P/Share
|
Aug 15
2024
|
Mark Patrick Mader President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
19,908
+1.07%
|
-
|
Aug 15
2024
|
Garg Praerit Chief Product Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
3,652
-2.4%
|
$171,644
$47.72 P/Share
|
Aug 15
2024
|
Garg Praerit Chief Product Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
9,277
+2.0%
|
-
|
Aug 15
2024
|
Pete Godbole CFO & Treasurer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,427
-11.05%
|
$208,069
$47.72 P/Share
|
Aug 15
2024
|
Pete Godbole CFO & Treasurer |
BUY
Exercise of conversion of derivative security
|
Direct |
8,735
+9.98%
|
-
|
Aug 15
2024
|
Stephen Robert Branstetter Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,601
-2.37%
|
$75,247
$47.72 P/Share
|
Aug 15
2024
|
Stephen Robert Branstetter Chief Operating Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
5,872
+2.81%
|
-
|
Jul 18
2024
|
Stephen Robert Branstetter Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
2,004
-3.14%
|
$96,192
$48.0 P/Share
|
Jul 05
2024
|
Jolene Lau Marshall Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
3,994
-19.43%
|
$171,742
$43.11 P/Share
|
Last 12 Months Summary
Exercise of conversion of derivative security | 569K shares |
---|---|
Bona fide gift | 80K shares |
Grant, award, or other acquisition | 4.86K shares |
Payment of exercise price or tax liability | 187K shares |
---|---|
Open market or private sale | 147K shares |
Bona fide gift | 97K shares |