Institutional shares held 122 Million
1.08M calls
746K puts
Total value of holdings $6.9B
$60.9M calls
$42M puts
Market Cap $7.36B
130,600,000 Shares Out.
Institutional ownership 93.77%
# of Institutions 434


Latest Institutional Activity in SMAR

Top Purchases

Q3 2024
Congress Asset Management CO Shares Held: 66.2K ($3.73M)
Q3 2024
International Assets Investment Management, LLC Shares Held: 31.9K ($1.8M)
Q3 2024
Cwm, LLC Shares Held: 46.4K ($2.62M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 28.6K ($1.62M)
Q3 2024
Imc Chicago, LLC Shares Held: 10.4K ($586K)

Top Sells

Q3 2024
Swedbank Ab Shares Held: 404K ($22.8M)
Q3 2024
New York State Common Retirement Fund Shares Held: 824K ($46.5M)
Q3 2024
Harbor Capital Advisors, Inc. Shares Held: 3.56K ($201K)
Q3 2024
Fort Washington Investment Advisors Inc Shares Held: 19.9K ($1.12M)
Q3 2024
Clarius Group, LLC Shares Held: 144K ($8.13M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
654K Shares
From 18 Insiders
Exercise of conversion of derivative security 569K shares
Bona fide gift 80K shares
Grant, award, or other acquisition 4.86K shares
Sell / Disposition
432K Shares
From 14 Insiders
Payment of exercise price or tax liability 187K shares
Open market or private sale 147K shares
Bona fide gift 97K shares

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