Smartsheet Inc. Class ASMAR

13F holders, Q2 2024 (June 30)
395holders +37
70new positions
35sold out
10famous investors
$44.05avg. 13F price*

At the end of Q2 2024, 395 institutions reported holding Smartsheet Inc. Class A (SMAR) in their 13F filings, up 37 from Q1 2024. 70 opened new positions and 35 sold out. The largest holders were Vanguard Group Inc. ($625.0M), BlackRock Inc. ($374.0M) and Capital World Investors ($312.5M). 10 famous investors held it, including Pat Dorsey (13.0% of Dorsey Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 → Q2 2024

InstitutionsTotal Value
New Positions70$153.4M
Exits35$124.3M

All 13F filers, Q1 2024 → Q2 2024: 19,009,415 shares bought and 18,761,479 shares sold, net +247,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 395 holders

Vanguard Group Inc. 0.01% Add +2.7% 14,178,581 $625.0M
BlackRock Inc. 0.01% Add +10.6% 8,484,259 $374.0M
Capital World Investors 0.05% Reduce -26.3% 7,089,750 $312.5M
Vista Equity Partners Management, LLC 7.58% Add +204.6% 6,466,672 $285.1M
ArrowMark Colorado Holdings LLC 2.38% Add +32.5% 4,534,710 $199.9M
Eminence Capital, LP 3.02% Add +9.2% 4,251,328 $187.4M
Brown Capital Management LLC 3.63% Reduce -9.4% 4,077,889 $179.8M
North Peak Capital Management, LLC 17.53% Reduce -4.0% 3,385,459 $149.2M
Dorsal Capital Management, LP 4.36% Reduce -8.7% 2,875,000 $126.7M
Champlain Investment Partners, LLC 0.73% Reduce -1.2% 2,710,110 $119.5M
Dorsey Asset Management 13.03% Reduce -1.3% 2,480,389 $109.3M
State Street Corp. 0.00% Add +3.1% 2,346,596 $103.4M
RGM Capital, LLC 3.93% Add +7.6% 2,223,763 $98.0M
Geode Capital Management, LLC 0.01% Add +3.6% 2,178,757 $96.1M
TimesSquare Capital Management, LLC 1.45% Add +6.1% 2,096,864 $92.4M
Jacobs Levy Equity Management, Inc. 0.34% Add +52.3% 1,839,530 $81.1M
Marshall Wace, LLP 0.12% Add +40.9% 1,835,994 $80.9M
JPMorgan Chase & Co. 0.01% Add +1.3% 1,458,667 $64.3M
Capital Research Global Investors 0.01% Reduce -14.4% 1,440,375 $63.5M
Westfield Capital Management Co. LP 0.31% Reduce -40.5% 1,421,010 $62.6M
AQR Capital Management 0.09% Add +188.0% 1,349,639 $58.8M
Morgan Stanley 0.00% Add +4.4% 1,322,856 $58.3M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 1,258,022 $55.5M
New York State Common Retirement Fund 0.07% Reduce -1.8% 1,163,779 $51.3M
Federated Hermes, Inc. 0.12% Reduce -0.1% 1,154,834 $50.9M
Tensile Capital Management LP 5.18% Reduce -11.8% 1,066,176 $47.0M
First Trust Advisors LP 0.05% Reduce -58.0% 1,058,472 $46.7M
Hawk Ridge Capital Management LP 1.98% Add +439.2% 1,045,446 $46.1M
Clearbridge Investments, LLC 0.04% No change 1,030,834 $45.4M
Swedbank AB 0.06% No change 997,100 $44.0M
T. Rowe Price Associates Inc. 0.01% Reduce -2.2% 964,444 $42.5M
Granahan Investment Management, LLC 1.69% Reduce -5.7% 956,154 $42.1M
Keenan Capital, LLC 10.29% No change 953,433 $42.0M
Millennium Management 0.03% Add +23.6% 925,846 $40.8M
Alkeon Capital Management LLC 0.19% Reduce -19.3% 835,628 $36.8M
Dimensional Fund Advisors LP 0.01% Add +107.3% 831,709 $36.7M
Cadian Capital Management, LP 1.80% Add +8.1% 821,750 $36.2M
Renaissance Technologies 0.06% Reduce -18.1% 821,600 $36.2M
Fuller & Thaler Asset Management, Inc. 0.15% New 792,288 $34.9M
EVR Research LP 10.40% Add +64.6% 790,000 $34.8M
Bank of New York Mellon Corp 0.01% Add +14.2% 787,467 $34.7M
Cubist Systematic Strategies, LLC 0.54% Add +95.8% 704,043 $31.0M
Tremblant Capital Group 3.49% Reduce -9.8% 695,023 $30.6M
Engaged Capital LLC 5.07% New 671,496 $29.6M
Northern Trust Corp. 0.00% Add +4.0% 647,017 $28.5M
Los Angeles Capital Management LLC 0.10% Reduce -21.3% 624,308 $27.5M
Bank of America Corp. 0.00% Reduce -15.3% 604,401 $26.6M
Coronation Fund Managers Ltd. 1.27% Reduce -67.8% 499,889 $22.0M
Artisan Partners Limited Partnership 0.03% Reduce -0.5% 497,610 $21.9M
Squarepoint Ops LLC 0.08% Add +9.8% 490,741 $21.6M
Panagora Asset Management Inc. 0.11% New 482,177 $21.3M
Eagle Asset Management Inc. 0.11% Reduce -28.3% 463,878 $20.6M
Alyeska Investment Group, L.P. 0.11% Reduce -66.2% 429,055 $18.9M
Ameriprise Financial Inc. 0.01% Add +34.3% 424,459 $18.7M
WCM Investment Management, LLC 0.04% Add +2.3% 423,866 $18.5M
Man Group plc 0.05% Reduce -1.9% 412,375 $18.2M
D. E. Shaw & Co. 0.03% Add +702.9% 411,082 $18.1M
Trexquant Investment LP 0.27% Add +21.9% 395,303 $17.4M
Scopia Capital Management LP 2.56% Add +462.8% 391,633 $17.3M
Nuveen Asset Management, LLC 0.01% Reduce -25.3% 387,541 $17.1M
Qube Research & Technologies Ltd 0.03% Reduce -65.8% 376,476 $16.6M
Canada Pension Plan Investment Board 0.02% Add +92.4% 358,100 $15.8M
Goldman Sachs Group Inc. 0.00% Reduce -2.9% 322,092 $14.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +74.9% 304,952 $13.4M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +89.1% 297,424 $13.1M
Norges Bank 0.00% Reduce -17.5% 290,672 $12.8M
Russell Investments Group, Ltd. 0.02% Add +38.7% 288,909 $12.7M
Capital Fund Management S.A. 0.14% Add +9.5% 272,241 $12.0M
RedJay Asset Management Inc. 7.96% Add +8.0% 270,000 $11.9M
Citadel Advisors 0.01% Add +38.1% 263,305 $11.6M
Deutsche Bank AG 0.01% Add +0.2% 262,460 $11.6M
Acadian Asset Management LLC 0.03% Add +0.3% 257,119 $11.3M
Swiss National Bank 0.01% Add +0.4% 256,800 $11.3M
FMR LLC 0.00% Add +6961.7% 248,855 $11.0M
Blair William & Co. 0.03% Reduce -22.8% 247,645 $10.9M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -20.4% 246,971 $10.9M
Macquarie Group Ltd. 0.01% Reduce -8.5% 244,805 $10.8M
Victory Capital Management Inc. 0.01% Add +342.0% 236,914 $10.4M
State of Wisconsin Investment Board 0.03% Reduce -2.2% 232,215 $10.2M
UBS Group AG 0.00% Add +26.8% 214,091 $9.4M
California Public Employees Retirement System 0.01% Reduce -3.4% 211,787 $9.3M
Clearline Capital LP 0.80% Add +145.5% 207,906 $9.2M
Balyasny Asset Management L.P. 0.02% Reduce -43.4% 196,880 $8.7M
Algert Global LLC 0.28% Reduce -8.8% 193,432 $8.5M
Pier Capital, LLC 1.24% Add +90.8% 189,528 $8.4M
Nordea Investment Management AB 0.01% New 185,839 $8.2M
Barclays PLC 0.00% Add +89.0% 180,784 $8.0M
Jane Street Group, LLC 0.01% Add +287.8% 166,233 $7.3M
Clarius Group, LLC 0.50% Reduce -3.9% 160,891 $7.1M
Stanley-Laman Group, Ltd. 0.92% Reduce -9.1% 158,448 $7.0M
Twinbeech Capital LP 0.14% Add +131.4% 158,333 $7.0M
Point72 Asset Management 0.02% Reduce -83.0% 155,682 $6.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -6.1% 153,972 $6.8M
Rhumbline Advisers 0.01% Add +0.2% 153,911 $6.8M
Susquehanna Fundamental Investments, LLC 0.15% New 145,201 $6.4M
Engineers Gate Manager LP 0.14% Reduce -9.4% 137,731 $6.1M
Allianz Asset Management GmbH 0.01% Reduce -18.0% 134,237 $5.9M
Legal & General Group Plc 0.00% Add +3.2% 133,369 $5.9M
California State Teachers Retirement System 0.01% Reduce -1.7% 127,197 $5.6M
Comerica Bank 0.02% Reduce -56.6% 124,906 $5.5M

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

Show all 395 holders