Institutional Ownership Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR). We have compiled data on the 462 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $6.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
11,388
shares
|
$643,080
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
11,312
shares
|
$638,788
0.0% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,779
shares
|
$608,690
0.0% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
10,574
shares
|
$597,113
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
10,400
shares
|
$587,288
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
10,279
shares
|
$580,455
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Anson Funds Management LP
Dallas, TX |
Nov 15, 2024 Q3 2024 |
10,000
shares
|
$564,700
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2024 Q3 2024 |
10,000
shares
|
$564,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$564,700
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,810
shares
|
$553,970
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
9,749
shares
|
$550,526
0.01% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
9,686
shares
|
$546,968
0.36% of portfolio
|
Q3 2024
Reduced 25.61%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
9,575
shares
|
$540,700
0.04% of portfolio
|
Q3 2024
Reduced 78.83%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,500
shares
|
$536,465
0.04% of portfolio
|
Q4 2022
Reduced 1.73%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
9,169
shares
|
$517,773
0.02% of portfolio
|
Q1 2024
Added 7.74%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
8,694
shares
|
$490,950
0.4% of portfolio
|
Q3 2024
Added 52.69%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
8,680
shares
|
$490,159
0.0% of portfolio
|
Q4 2024
Added 61.82%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,613
shares
|
$486,376
0.12% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
8,492
shares
|
$479,543
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
8,428
shares
|
$475,929
0.0% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
8,211
shares
|
$463,675
0.01% of portfolio
|
Q4 2024
Reduced 20.27%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
8,107
shares
|
$457,802
0.07% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
8,030
shares
|
$453,454
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
7,750
shares
|
$437,642
0.0% of portfolio
|
Q3 2024
Reduced 55.95%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
7,710
shares
|
$435,383
0.01% of portfolio
|
Q3 2024
Reduced 18.37%
|