Smartsheet Inc. Class ASMAR

13F holders, Q1 2024 (March 31)
358holders
9famous investors
$38.51avg. 13F price*

At the end of Q1 2024, 358 institutions reported holding Smartsheet Inc. Class A (SMAR) in their 13F filings. The largest holders were Vanguard Group Inc. ($531.7M), Capital World Investors ($370.1M) and BlackRock Inc. ($295.3M). 9 famous investors held it, including Pat Dorsey (11.2% of Dorsey Asset Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).

Company
Smartsheet Inc. Class A
CUSIP
83200N103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 358Q1 2024Q2 2024: 395Q2 2024Q3 2024: 412Q3 2024Q4 2024: 367Q4 2024Q1 2025: 7Q1 2025Q2 2025: 2Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions50$166.9M
Exits69$155.1M

Ownership 358 holders

Vanguard Group Inc. 0.01% Add +1.7% 13,809,208 $531.7M
Capital World Investors 0.06% Reduce -8.4% 9,613,696 $370.1M
BlackRock Inc. 0.01% Add +2.0% 7,669,098 $295.3M
Brown Capital Management LLC 3.07% Reduce -28.7% 4,498,959 $173.2M
Eminence Capital, LP 2.75% Add +22.7% 3,892,340 $149.9M
North Peak Capital Management, LLC 15.09% Reduce -1.8% 3,526,923 $135.8M
ArrowMark Colorado Holdings LLC 1.48% Add +52.5% 3,421,268 $131.7M
Dorsal Capital Management, LP 4.03% Reduce -2.3% 3,150,000 $121.3M
Champlain Investment Partners, LLC 0.60% Reduce -0.7% 2,743,085 $105.6M
First Trust Advisors LP 0.10% Add +21.3% 2,518,364 $97.0M
Dorsey Asset Management 11.24% Reduce -1.3% 2,512,328 $96.7M
Westfield Capital Management Co. LP 0.48% Reduce -11.8% 2,386,272 $91.9M
State Street Corp. 0.00% Add +0.4% 2,276,868 $87.7M
Alliancebernstein L.P. 0.03% Reduce -23.5% 2,151,896 $82.8M
Vista Equity Partners Management, LLC 2.19% Add +484.4% 2,122,800 $81.7M
Geode Capital Management, LLC 0.01% Add +5.0% 2,102,067 $80.9M
RGM Capital, LLC 3.21% Add +19.2% 2,066,946 $79.6M
TimesSquare Capital Management, LLC 1.11% Reduce -4.1% 1,976,664 $76.1M
Capital Research Global Investors 0.01% Reduce -26.5% 1,681,851 $64.8M
Coronation Fund Managers Ltd. 1.62% Add +44.2% 1,550,203 $59.7M
JPMorgan Chase & Co. 0.00% Reduce -10.8% 1,440,124 $55.4M
Marshall Wace, LLP 0.08% Add +298.6% 1,302,716 $50.2M
Alyeska Investment Group, L.P. 0.30% New 1,268,184 $48.8M
Morgan Stanley 0.00% Add +2.1% 1,266,992 $48.8M
Charles Schwab Investment Management Inc. 0.01% Add +3.1% 1,238,503 $47.7M
Tensile Capital Management LP 5.10% Add +7.6% 1,209,516 $46.6M
Jacobs Levy Equity Management, Inc. 0.21% Add +4.5% 1,207,780 $46.5M
New York State Common Retirement Fund 0.06% Reduce -0.4% 1,185,174 $45.6M
Federated Hermes, Inc. 0.10% Add +24.6% 1,155,418 $44.5M
Qube Research & Technologies Ltd 0.08% Add +9.6% 1,101,743 $42.4M
Alkeon Capital Management LLC 0.22% Reduce -43.6% 1,035,628 $39.9M
Clearbridge Investments, LLC 0.03% No change 1,030,834 $39.7M
Granahan Investment Management, LLC 1.37% Reduce -2.5% 1,014,322 $39.1M
Renaissance Technologies 0.06% Add +123.3% 1,002,600 $38.6M
Swedbank AB 0.05% Add +11.2% 997,100 $38.4M
T. Rowe Price Associates Inc. 0.00% Add +0.9% 985,915 $38.0M
Keenan Capital, LLC 9.40% No change 953,433 $36.7M
Point72 Asset Management 0.10% Add +887.6% 917,522 $35.3M
Los Angeles Capital Management LLC 0.10% Add +26.3% 792,997 $30.5M
Tremblant Capital Group 3.33% Add +10.2% 770,307 $29.7M
Baron Capital (BAMCO) 0.08% Add +8.3% 765,464 $29.5M
Cadian Capital Management, LP 1.04% New 760,000 $29.3M
Millennium Management 0.03% Add +177.5% 749,247 $28.8M
Bank of America Corp. 0.00% Add +49.0% 713,185 $27.5M
Bank of New York Mellon Corp 0.01% Reduce -5.3% 689,638 $26.6M
Eagle Asset Management Inc. 0.13% Add +3.7% 647,183 $24.9M
Northern Trust Corp. 0.00% Reduce -1.8% 622,290 $24.0M
J. Goldman & Co LP 1.06% New 606,793 $23.4M
Invenomic Capital Management LP 1.17% Add +80.3% 569,528 $21.9M
Nuveen Asset Management, LLC 0.01% Reduce -8.4% 518,820 $20.0M
Artisan Partners Limited Partnership 0.03% Reduce -4.6% 500,216 $19.3M
EVR Research LP 4.14% Reduce -4.0% 480,000 $18.5M
AQR Capital Management 0.03% Reduce -53.5% 468,635 $18.0M
Squarepoint Ops LLC 0.07% Add +554.3% 447,035 $17.2M
Man Group plc 0.04% Reduce -12.4% 420,341 $16.2M
WCM Investment Management, LLC 0.04% Add +0.9% 414,470 $16.0M
Dimensional Fund Advisors LP 0.00% Add +311.0% 401,228 $15.4M
Optimus Prime Fund Management Co., Ltd. 1.44% Add +34.2% 375,700 $14.5M
Cubist Systematic Strategies, LLC 0.16% Add +51.9% 359,477 $13.8M
Norges Bank 0.00% Reduce -75.5% 352,260 $13.6M
Balyasny Asset Management L.P. 0.04% Add +515.3% 347,876 $13.4M
Goldman Sachs Group Inc. 0.00% Reduce -74.2% 331,862 $12.8M
Trexquant Investment LP 0.25% Add +112.8% 324,256 $12.5M
Blair William & Co. 0.04% Reduce -0.9% 320,705 $12.3M
Ameriprise Financial Inc. 0.00% Add +36.0% 316,146 $12.2M
Glynn Capital Management LLC 2.26% Reduce -9.0% 313,077 $12.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -40.7% 310,054 $11.9M
Comerica Bank 0.05% Reduce -9.6% 288,149 $11.1M
Woodline Partners LP 0.10% Add +58.0% 277,135 $10.7M
Macquarie Group Ltd. 0.01% Reduce -6.3% 267,578 $10.3M
Voya Investment Management LLC 0.01% Reduce -81.4% 262,489 $10.1M
Deutsche Bank AG 0.00% Add +0.5% 261,971 $10.1M
Acadian Asset Management LLC 0.03% Add +15.9% 256,329 $9.9M
Swiss National Bank 0.01% Add +1.1% 255,700 $9.8M
Sirios Capital Management L P 1.83% Add +21.0% 251,693 $9.7M
RedJay Asset Management Inc. 5.98% Add +104.9% 250,000 $9.6M
Capital Fund Management S.A. 0.12% Add +107.2% 248,613 $9.6M
State of Wisconsin Investment Board 0.02% Reduce -10.5% 237,354 $9.1M
California Public Employees Retirement System 0.01% Reduce -2.1% 219,164 $8.4M
Algert Global LLC 0.32% Add +50.9% 212,146 $8.2M
Russell Investments Group, Ltd. 0.01% Reduce -3.1% 208,309 $8.0M
Hawk Ridge Capital Management LP 0.34% New 193,880 $7.5M
Citadel Advisors 0.01% Reduce -88.3% 190,592 $7.3M
Canada Pension Plan Investment Board 0.01% Add +25.7% 186,100 $7.2M
Stanley-Laman Group, Ltd. 0.87% Add +0.6% 174,346 $6.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.1% 174,344 $6.7M
UBS Group AG 0.00% Reduce -6.8% 168,914 $6.5M
Clarius Group, LLC 0.45% Add +9.8% 167,397 $6.4M
M&G PLC 0.04% — 164,776 $6.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.8% 163,917 $6.3M
Allianz Asset Management GmbH 0.01% Add +23.5% 163,623 $6.3M
State Board of Administration of Florida Retirement System 0.01% Add +5.1% 128,873 $6.2M
CIBC Private Wealth Group LLC 0.01% Add +8.3% 160,325 $6.2M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -11.7% 157,249 $6.1M
Crestline Management, L.P. 0.57% Add +26.6% 155,310 $6.0M
Credit Suisse AG/ 0.01% Reduce -1.8% 154,777 $6.0M
Rhumbline Advisers 0.01% Reduce -10.6% 153,646 $5.9M
Engineers Gate Manager LP 0.15% Add +281.1% 152,100 $5.9M
Sei Investments Co. 0.01% Add +20.3% 147,306 $5.7M
Edgestream Partners, L.P. 0.25% New 130,715 $5.0M
California State Teachers Retirement System 0.01% Reduce -4.6% 129,369 $5.0M
Legal & General Group Plc 0.00% Add +2.3% 129,270 $5.0M
Fred Alger Management, LLC 0.02% Reduce -81.9% 127,935 $4.9M
Royal Bank of Canada 0.00% Reduce -28.6% 125,921 $4.8M
Point72 Hong Kong Ltd 0.24% Add +112.1% 121,596 $4.7M
Granite Investment Partners, LLC 0.17% Add +19.8% 118,049 $4.5M
Invesco Ltd. 0.00% Reduce -0.3% 108,611 $4.2M
Cota Capital Management, LLC 10.74% Reduce -82.4% 105,396 $4.1M
Stifel Financial Corp. 0.00% Add +1539.4% 104,267 $4.0M
Ami Asset Management Corp. 0.20% New 103,626 $4.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -33.4% 101,596 $4.0M
PDT Partners, LLC 0.37% Add +8.6% 101,355 $3.9M
Amundi 0.00% Reduce -8.8% 103,936 $3.9M
HSBC Holdings PLC 0.00% New 99,847 $3.8M
Pier Capital, LLC 0.53% Reduce -47.2% 99,353 $3.8M
Franklin Resources Inc. 0.00% Add +747.3% 96,265 $3.7M
Barclays PLC 0.00% Add +3.5% 95,654 $3.7M
Oberndorf William E 5.90% No change 93,955 $3.6M
Washington Harbour Partners LP 5.80% Add +1.1% 93,034 $3.6M
Capital International Sarl 0.11% Add +2.2% 85,778 $3.3M
Kennedy Capital Management LLC 0.07% New 85,251 $3.3M
Clearline Capital LP 0.32% New 84,702 $3.3M
Landscape Capital Management, L.L.C. 0.28% New 82,791 $3.2M
Scalar Gauge Management, LLC 2.37% New 80,000 $3.1M
Seven Eight Capital, LP 0.31% New 77,288 $3.0M
Natixis 0.02% Add +14.3% 75,500 $2.9M
Sherbrooke Park Advisers LLC 0.57% Add +936.0% 75,482 $2.9M
State of New Jersey Common Pension Fund D 0.01% No change 75,427 $2.9M
Capital International Ltd. 0.14% No change 74,570 $2.9M
Neuberger Berman Group LLC 0.00% Reduce -6.3% 73,962 $2.8M
Dynamic Technology Lab Private Ltd 0.29% New 70,036 $2.7M
Scopia Capital Management LP 0.34% New 69,581 $2.7M
Motley Fool Asset Management LLC 0.17% Reduce -3.9% 69,204 $2.7M
Twinbeech Capital LP 0.05% New 68,419 $2.6M
Pearl River Capital, LLC 0.41% Add +34.4% 67,486 $2.6M
Campbell & CO Investment Adviser LLC 0.21% New 63,898 $2.5M
Vanderbilt University 0.51% Add +62.2% 63,388 $2.4M
B. Metzler seel. Sohn & Co. AG 0.03% No change 63,230 $2.4M
Centiva Capital, LP 0.15% Add +435.7% 61,857 $2.4M
ClariVest Asset Management LLC 0.25% Reduce -0.6% 61,625 $2.4M
Schonfeld Strategic Advisors LLC 0.02% Add +404.2% 59,653 $2.3M
Graham Capital Management, L.P. 0.12% Reduce -5.2% 58,160 $2.2M
Lecap Asset Management Ltd. 0.47% Add +115.7% 58,033 $2.2M
Janus Henderson Group PLC 0.00% Add +0.0% 57,551 $2.2M
Treasurer of the State of North Carolina 0.01% Add +0.7% 57,129 $2.2M
Nebula Research & Development LLC 0.46% Add +461.8% 56,058 $2.2M
Corient Private Wealth LP 0.00% Add +0.0% 53,983 $2.1M
Victory Capital Management Inc. 0.00% Add +208.2% 53,601 $2.1M
Van Eck Associates Corp. 0.00% New 53,074 $2.0M
Y-Intercept (Hong Kong) Ltd 0.15% Add +47.9% 51,291 $2.0M
D. E. Shaw & Co. 0.00% Add +395.8% 51,203 $2.0M
HighTower Advisors, LLC 0.00% Reduce -1.2% 50,996 $2.0M
Wells Fargo & Company 0.00% Add +0.8% 50,985 $2.0M
Ensign Peak Advisors, Inc 0.00% Reduce -1.3% 49,907 $1.9M
Public Employees Retirement System of Ohio 0.01% Reduce -8.6% 48,957 $1.9M
Fund 1 Investments, LLC 0.31% New 48,806 $1.9M
Danske Bank A/S 0.01% — 48,794 $1.9M
CenterBook Partners LP 0.13% Add +45.1% 48,663 $1.9M
M&T Bank Corp 0.01% Add +1029.8% 48,243 $1.9M
Walleye Capital LLC 0.02% Reduce -2.6% 45,283 $1.7M
Crescent Grove Advisors, LLC 0.18% No change 45,086 $1.7M
Moody National Bank Trust Division 0.13% Add +20.3% 44,123 $1.7M
Rafferty Asset Management, LLC 0.01% Reduce -5.9% 43,509 $1.7M
Fort Washington Investment Advisors Inc. 0.01% Reduce -0.8% 42,932 $1.7M
Jane Street Group, LLC 0.00% Reduce -36.5% 42,869 $1.7M
Citigroup Inc. 0.00% Reduce -49.4% 41,650 $1.6M
Qsemble Capital Management, LP 0.35% Add +144.4% 41,098 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +0.5% 40,716 $1.6M
Capital International, Inc. 0.02% Reduce -3.8% 40,498 $1.6M
Teacher Retirement System of Texas 0.01% Add +19.5% 40,189 $1.5M
Bessemer Group Inc. 0.00% Add +1.3% 39,271 $1.5M
Capstone Investment Advisors, LLC 0.05% New 39,270 $1.5M
Assenagon Asset Management S.A. 0.00% Reduce -40.1% 38,790 $1.5M
Summit Global Investments 0.11% Add +3.7% 38,062 $1.5M
D.A. Davidson & Co. 0.01% New 37,230 $1.4M
Bayesian Capital Management, LP 0.13% Add +518.4% 36,264 $1.4M
Arizona State Retirement System 0.01% Reduce -0.9% 35,574 $1.4M
Harbor Capital Advisors, Inc. 0.18% Add +80.1% 35,549 $1.4M
Tybourne Capital Management (hk) Ltd. 0.23% New 35,283 $1.4M
Inceptionr LLC 0.34% Add +285.6% 34,031 $1.3M
Quadrature Capital Ltd 0.02% Add +85.3% 33,992 $1.3M
EFG Asset Management (North America) Corp. 0.22% Add +6.0% 33,046 $1.3M
Point72 (DIFC) Ltd 0.10% — 32,866 $1.3M
Petrus Trust Company, LTA 0.11% Add +61.9% 32,206 $1.2M
Hel Ved Capital Management Ltd 0.31% Reduce -44.1% 32,152 $1.2M
Manufacturers Life Insurance Company, The 0.00% Add +31.6% 31,402 $1.2M
Axq Capital, LP 0.29% New 31,095 $1.2M
Verition Fund Management LLC 0.01% Add +84.3% 30,875 $1.2M
Rockefeller Capital Management L.P. 0.00% New 29,781 $1.1M
Mackenzie Financial Corp. 0.00% Add +30.6% 29,306 $1.1M
Quantinno Capital Management LP 0.02% Add +89.8% 28,136 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -22.8% 27,647 $1.1M
Teza Capital Management LLC 0.14% Reduce -22.3% 26,503 $1.0M
Raymond James & Associates 0.00% Add +84.6% 25,871 $996K
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -1.7% 25,791 $993K
Envestnet Asset Management Inc. 0.00% Reduce -31.0% 25,761 $992K
Entropy Technologies, LP 0.11% New 25,725 $990K
Handelsbanken Fonder AB 0.00% No change 25,275 $973K
Cornercap Investment Counsel Inc. 0.15% Add +7.4% 24,557 $945K
State of Alaska, Department of Revenue 0.01% No change 24,459 $941K
TCP Asset Management, LLC 0.24% No change 23,655 $911K
PEAK6 Investments LLC 0.04% Add +125.7% 23,312 $898K
Grandeur Peak Global Advisors, LLC 0.07% Reduce -77.3% 23,026 $887K
Ingalls & Snyder LLC 0.04% Add +13.7% 23,011 $886K
Vontobel Holding Ltd. 0.01% Add +12.7% 22,882 $881K
BNP Paribas Financial Markets 0.00% Reduce -69.6% 22,415 $863K
Profund Advisors LLC 0.03% Add +14.5% 21,462 $826K
Prelude Capital Management, LLC 0.06% Add +215.9% 21,048 $810K
Malaga Cove Capital, LLC 0.31% Reduce -0.1% 19,549 $753K
Washington Capital Management, Inc. 0.61% Add +47.9% 19,375 $746K
Mirabella Financial Services LLP 0.05% New 19,215 $740K
Two Sigma Advisers, LP 0.00% Add +13.3% 18,800 $724K
Brevan Howard Capital Management LP 0.07% Add +56.6% 18,146 $699K
RAM Investment Partners, LLC 0.21% Add +41.7% 17,543 $675K
Pictet Asset Management Holding SA 0.00% Add +13.7% 17,495 $673K
Xponance LLC 0.01% Reduce -2.3% 17,068 $657K
Boothbay Fund Management, LLC 0.02% New 16,917 $651K
Armistice Capital, LLC 0.02% Add +69.6% 16,559 $638K
Maxi Investments CY Ltd 0.17% No change 16,525 $636K
LPL Financial LLC 0.00% Reduce -2.1% 16,168 $622K
STRS Ohio 0.00% Add +23.9% 16,147 $621K
Fox Run Management, L.L.C. 0.13% Add +98.5% 16,002 $616K
Formula Growth Ltd. 0.19% No change 15,796 $608K
Readystate Asset Management LP 0.03% New 15,683 $604K
SG Americas Securities, LLC 0.00% Add +250.1% 15,630 $602K
AlphaQuest LLC 0.10% Add +61.6% 15,624 $602K
Capital Group Investment Management Pte. LTD. 0.11% No change 15,600 $601K
Magnetar Financial LLC 0.02% Add +49.8% 15,244 $587K
Caption Management, LLC 0.06% New 15,000 $578K
Atom Investors LP 0.07% New 14,472 $557K
Brighton Jones LLC 0.02% No change 14,277 $550K
Hillsdale Investment Management Inc. 0.04% Reduce -2.1% 13,950 $537K
Evergreen Capital Management LLC 0.02% Reduce -0.0% 13,816 $532K
Jefferies Financial Group Inc. 0.01% New 13,716 $528K
Public Employees Retirement Association of Colorado 0.00% No change 13,554 $522K
BloombergSen Inc. 0.04% Add +42.1% 13,298 $512K
Larson Financial Group LLC 0.04% Add +0.4% 13,209 $509K
Summit Trail Advisors, LLC 0.01% Add +0.1% 12,936 $498K
Principal Financial Group Inc. 0.00% Reduce -4.7% 12,862 $495K
VELA Investment Management, LLC 0.17% New 12,291 $473K
Cipher Capital LP 0.22% Reduce -34.5% 12,105 $466K
Savant Capital, LLC 0.01% New 12,081 $465K
PNC Financial Services Group, Inc. 0.00% Reduce -18.8% 11,385 $438K
Ironwood Investment Management LLC 0.21% Reduce -0.4% 11,293 $435K
Lombard Odier Asset Management (USA) Corp 0.06% Add +41.2% 11,205 $431K
Cresset Asset Management, LLC 0.00% Add +76.8% 11,032 $425K
Canal Capital Management, LLC 0.07% No change 10,995 $423K
Creative Planning 0.00% Add +40.7% 10,938 $421K
Regal Investment Advisors LLC 0.03% Reduce -0.7% 10,532 $405K
Smith Group Asset Management, LLC 0.02% Add +57.6% 10,400 $400K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -1.1% 10,167 $391K
Freestone Capital Holdings, LLC 0.01% No change 9,879 $380K
Maryland State Retirement & Pension System 0.01% No change 10,054 $371K
K2 Principal Fund, L.P. 0.19% New 9,500 $366K
Evanson Asset Management, LLC 0.03% No change 9,500 $366K
Maverick Capital 0.01% New 8,743 $337K
Corton Capital Inc. 0.12% Reduce -42.7% 8,672 $334K
Paloma Partners Management Co 0.07% New 8,525 $328K
Flagship Harbor Advisors, LLC 0.02% Add +72.1% 8,474 $326K
Amalgamated Bank 0.00% Reduce -68.2% 8,384 $323K
Guggenheim Capital LLC 0.00% New 8,342 $321K
Commerce Bank 0.00% Reduce -0.7% 8,148 $314K
Pinebridge Investments, L.P. 0.00% Reduce -10.5% 8,119 $313K
Lazard Asset Management LLC 0.00% Reduce -51.7% 8,138 $312K
Penserra Capital Management LLC 0.00% Reduce -84.9% 8,034 $309K
Cetera Investment Advisers 0.00% New 7,898 $304K
MetLife Investment Management, LLC 0.00% Add +0.3% 7,779 $299K
Brandywine Managers, LLC 0.29% No change 7,700 $296K
Oxford Asset Management LLP 0.33% New 7,592 $292K
Perkins Coie Trust Co 0.07% No change 7,481 $288K
American Century Companies Inc. 0.00% Reduce -7.6% 7,433 $286K
Wrapmanager Inc. 0.08% Add +15.7% 7,192 $277K
Utah Retirement Systems 0.00% No change 7,100 $273K
Becker Capital Management Inc. 0.01% No change 6,955 $268K
Two Sigma Investments, LP 0.00% Reduce -86.4% 6,704 $258K
FRG Family Wealth Advisors LLC 0.05% No change 6,778 $256K
State of Wyoming 0.04% Reduce -37.2% 6,438 $248K
Cwm, LLC 0.00% Add +45.7% 6,248 $241K
Cerity Partners LLC 0.00% Add +44.9% 6,216 $239K
Palogic Value Management, L.P. 0.10% Add +0.9% 6,044 $233K
Loomis Sayles & Co. L P 0.00% Add +6491.9% 5,735 $221K
Virtus Investment Advisers, LLC 0.16% No change 5,694 $219K
Moser Wealth Advisors, LLC 0.12% Reduce -22.1% 5,487 $211K
AdvisorNet Financial, Inc 0.02% No change 5,443 $210K
American Trust 0.02% No change 5,440 $209K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 5,274 $203K
Allspring Global Investments Holdings, LLC 0.00% Reduce -12.0% 5,040 $194K
State of Tennessee, Department of Treasury 0.00% New 5,003 $193K
272 Capital LP 0.08% New 4,981 $192K
Meeder Asset Management Inc. 0.01% Reduce -68.0% 3,917 $151K
Aquatic Capital Management LLC 0.00% Reduce -93.1% 3,800 $146K
FMR LLC 0.00% Add +8.2% 3,524 $136K
Osaic Holdings, Inc. 0.00% Reduce -46.9% 3,507 $135K
KBC Group NV 0.00% Add +20.0% 3,182 $123K
Covestor Ltd 0.07% Add +37.5% 2,899 $112K
Globeflex Capital L P 0.01% New 2,600 $100K
DekaBank Deutsche Girozentrale 0.00% No change 2,644 $100K
Tower Research Capital LLC (TRC) 0.00% Reduce -0.9% 2,440 $94K
EntryPoint Capital, LLC 0.08% Add +51.0% 2,432 $94K
American International Group, Inc. 0.00% Reduce -1.4% 2,134 $82K
US Bancorp \de 0.00% Reduce -25.3% 2,104 $81K
Advisors Asset Management, Inc. 0.00% Add +24.6% 1,822 $70K
Signaturefd, LLC 0.00% Reduce -4.3% 1,804 $69K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -53.6% 1,773 $68K
Center for Financial Planning, Inc. 0.01% No change 1,432 $55K
Quarry LP 0.02% Add +29.2% 1,125 $43K
Virtus Fund Advisers, LLC 0.14% Add +39.7% 1,062 $41K
Pacer Advisors, Inc. 0.00% Reduce -2.9% 1,039 $40K
Caz Investments LP 0.07% No change 900 $35K
Plato Investment Management Ltd 0.00% New 900 $35K
UMB Bank, n.a. 0.00% No change 795 $31K
Banque Cantonale Vaudoise 0.00% New 760 $29K
First Horizon Advisors, Inc. 0.00% Add +8.0% 650 $25K
Concourse Financial Group Securities, Inc. 0.00% Add +143.4% 550 $21K
Asset Management One Co., Ltd. 0.00% New 523 $20K
NFSG Corp 0.01% Reduce -53.2% 505 $19K
Anchor Investment Management, LLC 0.00% No change 500 $19K
nVerses Capital, LLC 0.04% New 400 $15K
Global X Japan Co., Ltd. 0.00% New 399 $15K
Lindbrook Capital, LLC 0.00% Add +32.6% 362 $14K
Huntington National Bank 0.00% No change 354 $14K
Private Trust Co. NA 0.00% Reduce -40.4% 348 $13K
Quent Capital, LLC 0.00% Reduce -98.2% 340 $13K
Avior Wealth Management, LLC 0.00% Reduce -95.9% 323 $12K
Parallel Advisors, LLC 0.00% Add +194.2% 306 $12K
Venturi Wealth Management, LLC 0.00% Add +127.9% 278 $11K
CI Investments Inc. 0.00% Add +34.2% 263 $10K
Performa Ltd (US), LLC 0.00% No change 258 $10K
SOA Wealth Advisors, LLC. 0.00% No change 240 $9K
Abound Wealth Management 0.00% No change 234 $9K
EverSource Wealth Advisors, LLC 0.00% Reduce -9.9% 200 $8K
Steward Partners Investment Advisory, LLC 0.00% New 185 $7K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +1.3% 159 $6K
Arax Advisory Partners 0.00% No change 154 $6K
Quadrant Capital Group LLC 0.00% Reduce -10.4% 138 $5K
Spire Wealth Management 0.00% No change 100 $4K
Exchange Traded Concepts, LLC 0.00% New 81 $3K
Global Retirement Partners, LLC 0.00% No change 80 $3K
GAMMA Investing LLC 0.00% Reduce -8.4% 76 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 75 $3K
Parkside Financial Bank & Trust 0.00% Add +23.5% 63 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 50 $2K
Farther Finance Advisors, LLC 0.00% Reduce -18.9% 43 $2K
Bogart Wealth, LLC 0.00% No change 34 $1K
Institutional & Family Asset Management, LLC 0.00% Add +44.4% 26 $1K
Bell Investment Advisors, Inc 0.00% No change 26 $1K
Cutler Group LLC / CA 0.00% Reduce -10.5% 34 $1K
Capital Advisors, Ltd. LLC 0.00% No change 26 $1K
Principal Securities, Inc. 0.00% Reduce -43.9% 23 $886
West Paces Advisors Inc. 0.00% No change 20 $770
Smartleaf Asset Management LLC 0.00% Reduce -39.4% 20 $768
Janiczek Wealth Management, LLC 0.00% No change 11 $424
Allworth Financial LP 0.00% Reduce -98.5% 11 $424
Macroview Investment Management LLC 0.00% No change 8 $308
Bear Mountain Capital, Inc. 0.00% No change 7 $264
Tradewinds Capital Management, LLC 0.00% No change 6 $231
Manchester Capital Management LLC 0.00% No change 5 $193
MV Capital Management, Inc. 0.00% New 2 $77

"% of holder's portfolio" is SMAR's weight in each manager's 13F, not the share of Smartsheet Inc. Class A the manager owns.