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
State Board of Administration of Florida Retirement System 0.01% Reduce -4.9% 122,613 $5.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 119,709 $5.3M
Granite Investment Partners, LLC 0.22% Reduce -0.1% 117,951 $5.2M
Walleye Capital LLC 0.06% Add +147.4% 112,033 $4.9M
Invesco Ltd. 0.00% Add +2.2% 110,993 $4.9M
Schonfeld Strategic Advisors LLC 0.04% Add +81.1% 108,010 $4.8M
ING Groep NV 0.03% New 107,300 $4.7M
Pearl River Capital, LLC 0.74% Add +57.7% 106,417 $4.7M
Cota Capital Management, LLC 16.40% No change 105,396 $4.6M
Assenagon Asset Management S.A. 0.01% Add +169.3% 104,460 $4.6M
Stifel Financial Corp. 0.01% Reduce -0.0% 104,231 $4.6M
Sei Investments Co. 0.01% Reduce -30.5% 102,338 $4.5M
Fred Alger Management, LLC 0.02% Reduce -22.9% 98,602 $4.3M
Prelude Capital Management, LLC 0.36% Add +359.4% 96,687 $4.3M
Glenmede Trust Co. NA 0.02% New 94,186 $4.2M
Oberndorf William E 7.26% No change 93,955 $4.1M
Corient Private Wealth LP 0.01% Add +72.3% 93,012 $4.1M
Rockefeller Capital Management L.P. 0.01% Add +207.1% 91,469 $4.0M
Alamar Capital Management, LLC 2.41% — 90,180 $4.0M
Capital International Sarl 0.12% Add +5.1% 90,165 $4.0M
Franklin Resources Inc. 0.00% Reduce -7.1% 89,397 $3.9M
Alliancebernstein L.P. 0.00% Reduce -95.9% 87,462 $3.9M
Washington Harbour Partners LP 6.62% Reduce -7.5% 86,034 $3.8M
Vanderbilt University 0.78% Add +33.9% 84,891 $3.7M
Sirios Capital Management L P 0.64% Reduce -67.1% 82,812 $3.7M
Landscape Capital Management, L.L.C. 0.31% No change 82,791 $3.6M
Amundi 0.00% Reduce -20.8% 82,274 $3.6M
Kennedy Capital Management LLC 0.07% Reduce -6.8% 79,479 $3.5M
Neuberger Berman Group LLC 0.00% Add +7.5% 79,471 $3.5M
Voya Investment Management LLC 0.00% Reduce -70.0% 78,777 $3.5M
CIBC Private Wealth Group LLC 0.01% Reduce -50.6% 79,268 $3.5M
Capital International Ltd. 0.16% Add +4.7% 78,064 $3.4M
Bailard, Inc. 0.09% New 77,929 $3.4M
Point72 Hong Kong Ltd 0.20% Reduce -37.7% 75,736 $3.3M
Boothbay Fund Management, LLC 0.11% Add +347.2% 75,654 $3.3M
Sora Investors LLC 0.61% New 75,000 $3.3M
Adage Capital Partners Gp, L.L.C. 0.01% New 75,000 $3.3M
Bank of Nova Scotia 0.01% New 74,287 $3.3M
Bank of Montreal 0.00% New 73,964 $3.3M
Harbor Capital Advisors, Inc. 0.23% Add +94.6% 69,189 $3.0M
Royal Bank of Canada 0.00% Reduce -46.5% 67,426 $3.0M
Graham Capital Management, L.P. 0.18% Add +12.4% 65,383 $2.9M
Motley Fool Asset Management LLC 0.19% Reduce -8.7% 63,172 $2.8M
B. Metzler seel. Sohn & Co. AG 0.03% No change 63,230 $2.8M
M&T Bank Corp 0.01% Add +28.4% 61,969 $2.7M
ClariVest Asset Management LLC 0.28% Add +0.2% 61,757 $2.7M
American Century Companies Inc. 0.00% Add +699.9% 59,454 $2.6M
Crestline Management, L.P. 0.20% Reduce -61.9% 59,114 $2.6M
Janus Henderson Group PLC 0.00% Reduce -1.2% 56,877 $2.5M
CenterBook Partners LP 0.16% Add +16.4% 56,635 $2.5M
Treasurer of the State of North Carolina 0.01% Reduce -3.4% 55,172 $2.4M
Scalar Gauge Management, LLC 1.41% Reduce -31.3% 55,000 $2.4M
Tudor Investment Corporation 0.03% New 54,763 $2.4M
Lecap Asset Management Ltd. 0.50% Reduce -9.0% 52,813 $2.3M
HighTower Advisors, LLC 0.00% Add +0.7% 51,375 $2.3M
Quantinno Capital Management LP 0.04% Add +72.9% 48,640 $2.1M
Ensign Peak Advisors, Inc 0.00% Reduce -3.0% 48,407 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -1.3% 48,337 $2.1M
Fox Run Management, L.L.C. 0.40% Add +201.8% 48,296 $2.1M
Van Eck Associates Corp. 0.00% Reduce -9.3% 48,163 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -37.2% 47,385 $2.1M
Teacher Retirement System of Texas 0.01% Add +16.9% 46,975 $2.1M
Campbell & CO Investment Adviser LLC 0.18% Reduce -26.5% 46,976 $2.1M
Natixis 0.01% Reduce -38.4% 46,512 $2.1M
Centiva Capital, LP 0.10% Reduce -25.6% 46,051 $2.0M
Gsa Capital Partners LLP 0.14% New 45,233 $2.0M
Ami Asset Management Corp. 0.11% Reduce -56.4% 45,186 $2.0M
Crescent Grove Advisors, LLC 0.22% No change 45,086 $2.0M
Andar Capital Management HK Ltd 2.75% New 45,000 $2.0M
Fort Washington Investment Advisors Inc. 0.01% No change 42,932 $1.9M
Moody National Bank Trust Division 0.14% Reduce -5.1% 41,887 $1.8M
Dynamic Technology Lab Private Ltd 0.21% Reduce -40.3% 41,829 $1.8M
Martingale Asset Management L P 0.04% New 41,691 $1.8M
Maverick Capital 0.03% Add +372.1% 41,271 $1.8M
Meeder Asset Management Inc. 0.13% Add +933.6% 40,485 $1.8M
Capital International, Inc. 0.02% Reduce -0.9% 40,125 $1.8M
Twin Capital Management Inc. 0.21% New 40,109 $1.8M
Bayesian Capital Management, LP 0.20% Add +9.9% 39,864 $1.8M
XTX Topco Ltd 0.15% New 39,704 $1.8M
Bessemer Group Inc. 0.00% No change 39,271 $1.7M
Savant Capital, LLC 0.02% Add +224.0% 39,144 $1.7M
Mackenzie Financial Corp. 0.00% Add +32.7% 38,900 $1.7M
PDT Partners, LLC 0.16% Reduce -62.0% 38,487 $1.7M
Tybourne Capital Management (hk) Ltd. 0.33% Add +5.5% 37,232 $1.6M
Entropy Technologies, LP 0.17% Add +42.5% 36,666 $1.6M
Envestnet Asset Management Inc. 0.00% Add +42.3% 36,662 $1.6M
Arizona State Retirement System 0.01% Add +2.7% 36,548 $1.6M
Danske Bank A/S 0.01% Reduce -27.1% 35,554 $1.6M
Wells Fargo & Company 0.00% Reduce -34.6% 33,321 $1.5M
Cerity Partners LLC 0.00% Add +431.3% 33,025 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +4.5% 32,802 $1.4M
HSBC Holdings PLC 0.00% Reduce -67.3% 32,635 $1.4M
RAM Investment Partners, LLC 0.42% Add +85.7% 32,569 $1.4M
Handelsbanken Fonder AB 0.01% Add +26.1% 31,875 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.08% Add +21.9% 31,441 $1.4M
Two Sigma Investments, LP 0.00% Add +357.9% 30,700 $1.4M
LPL Financial LLC 0.00% Add +87.6% 30,335 $1.3M
Optimus Prime Fund Management Co., Ltd. 0.16% Reduce -92.0% 30,000 $1.3M
Citigroup Inc. 0.00% Reduce -31.0% 28,722 $1.3M
Summit Global Investments 0.09% Reduce -24.9% 28,597 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.6% 28,355 $1.2M
Prudential Financial Inc. 0.00% New 27,458 $1.2M
Cornercap Investment Counsel Inc. 0.20% Add +11.3% 27,321 $1.2M
Rafferty Asset Management, LLC 0.00% Reduce -39.2% 26,439 $1.2M
EFG Asset Management (North America) Corp. 0.20% Reduce -20.5% 26,274 $1.2M
Quadrature Capital Ltd 0.02% Reduce -23.8% 25,918 $1.1M
Verition Fund Management LLC 0.01% Reduce -16.5% 25,789 $1.1M
Ingalls & Snyder LLC 0.05% Add +9.8% 25,276 $1.1M
Oak Thistle LLC 0.83% New 25,246 $1.1M
State of Alaska, Department of Revenue 0.01% No change 24,459 $1.1M
TCP Asset Management, LLC 0.26% No change 23,655 $1.0M
Seven Eight Capital, LP 0.11% Reduce -69.8% 23,371 $1.0M
Petrus Trust Company, LTA 0.10% Reduce -28.3% 23,092 $1.0M
Grandeur Peak Global Advisors, LLC 0.08% No change 23,026 $1.0M
Raymond James & Associates 0.00% Reduce -12.4% 22,654 $999K
PNC Financial Services Group, Inc. 0.00% Add +97.9% 22,530 $993K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.03% New 22,416 $988K
Sanctuary Advisors, LLC 0.01% — 25,461 $975K
Tidal Investments LLC 0.01% New 21,913 $966K
Qsemble Capital Management, LP 0.18% Reduce -48.1% 21,309 $939K
Susquehanna International Group, LLP 0.00% New 20,813 $917K
Guggenheim Capital LLC 0.01% Add +141.3% 20,133 $887K
Axq Capital, LP 0.21% Reduce -35.6% 20,030 $883K
Cwm, LLC 0.00% Add +218.0% 19,869 $876K
Washington Capital Management, Inc. 0.74% Add +2.1% 19,775 $872K
BNP Paribas Financial Markets 0.00% Reduce -12.1% 19,705 $869K
Malaga Cove Capital, LLC 0.35% Reduce -0.9% 19,373 $854K
Gotham Asset Management 0.01% New 18,845 $831K
Aquatic Capital Management LLC 0.03% Add +389.5% 18,600 $820K
Cetera Investment Advisers 0.00% Add +133.4% 18,435 $813K
DekaBank Deutsche Girozentrale 0.00% Add +590.2% 18,248 $791K
Pinebridge Investments, L.P. 0.01% Add +116.7% 17,592 $775K
Xponance LLC 0.01% Reduce -0.6% 16,965 $748K
Point72 (DIFC) Ltd 0.06% Reduce -50.2% 16,381 $722K
Pictet Asset Management Holding SA 0.00% Reduce -8.4% 16,031 $707K
PEAK6 Investments LLC 0.03% Reduce -31.5% 15,961 $704K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -69.3% 15,744 $694K
Cresset Asset Management, LLC 0.00% Add +42.6% 15,734 $694K
Lazard Asset Management LLC 0.00% Add +92.9% 15,696 $690K
Capital Group Investment Management Pte. LTD. 0.15% No change 15,600 $688K
Smith Group Asset Management, LLC 0.06% Add +44.4% 15,020 $662K
Two Sigma Advisers, LP 0.00% Reduce -20.7% 14,900 $657K
Edgestream Partners, L.P. 0.03% Reduce -88.6% 14,894 $657K
Pallas Capital Advisors LLC 0.03% New 13,532 $647K
BloombergSen Inc. 0.06% Add +9.6% 14,576 $643K
Brighton Jones LLC 0.02% Add +0.2% 14,308 $631K
Hillsdale Investment Management Inc. 0.05% Add +1.4% 14,150 $624K
Vontobel Holding Ltd. 0.00% Reduce -39.3% 13,894 $612K
Evergreen Capital Management LLC 0.02% Reduce -1.7% 13,586 $599K
Public Employees Retirement Association of Colorado 0.00% Reduce -0.4% 13,503 $595K
Scientech Research LLC 0.12% New 13,399 $591K
Teza Capital Management LLC 0.07% Reduce -50.5% 13,110 $578K
Olympiad Research LP 0.42% New 13,021 $574K
Oxford Asset Management LLP 0.57% Add +71.0% 12,983 $572K
Larson Financial Group LLC 0.04% Reduce -1.8% 12,976 $572K
VELA Investment Management, LLC 0.19% No change 12,291 $542K
Aerodigm Wealth, LLC 0.24% New 12,041 $531K
Two Sigma Securities, LLC 0.03% New 11,905 $525K
Sherbrooke Park Advisers LLC 0.09% Reduce -84.8% 11,459 $505K
Magnetar Financial LLC 0.01% Reduce -25.2% 11,405 $503K
Synovus Financial Corp. 0.01% New 11,383 $502K
Principal Financial Group Inc. 0.00% Reduce -12.4% 11,272 $497K
Ironwood Investment Management LLC 0.27% Reduce -0.3% 11,260 $496K
Canal Capital Management, LLC 0.08% No change 10,995 $485K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +6670.4% 10,765 $469K
Vanguard Personalized Indexing Management, LLC 0.01% Add +4.5% 10,622 $468K
Regal Investment Advisors LLC 0.03% Reduce -2.5% 10,273 $453K
Creative Planning 0.00% Reduce -8.1% 10,058 $443K
Maryland State Retirement & Pension System 0.01% No change 10,054 $443K
Loomis Sayles & Co. L P 0.00% Add +72.7% 9,905 $437K
Freestone Capital Holdings, LLC 0.02% No change 9,879 $435K
Evanson Asset Management, LLC 0.03% No change 9,500 $419K
Atria Investments, Inc 0.01% New 9,460 $417K
Becker Capital Management Inc. 0.01% Add +35.8% 9,445 $416K
Flagship Harbor Advisors, LLC 0.02% Add +9.4% 9,274 $409K
Aigen Investment Management, LP 0.08% New 8,907 $393K
State of Tennessee, Department of Treasury 0.00% Add +76.2% 8,817 $389K
Amalgamated Bank 0.00% Add +3.5% 8,678 $383K
Caxton Associates LP 0.01% New 8,678 $383K
MetLife Investment Management, LLC 0.00% Add +4.7% 8,148 $359K
Commerce Bank 0.00% No change 8,148 $359K
Penserra Capital Management LLC 0.00% Reduce -1.7% 7,901 $348K
Worldquant Millennium Advisors LLC 0.00% New 7,872 $347K
Allspring Global Investments Holdings, LLC 0.00% Add +56.1% 7,870 $347K
Group One Trading LLC 0.01% New 7,751 $342K
Captrust Financial Advisors 0.00% New 7,500 $331K
Perkins Coie Trust Co 0.08% No change 7,481 $330K
Holocene Advisors, LP 0.00% New 7,286 $321K
Wealth Enhancement Advisory Services, LLC 0.00% New 7,265 $320K
Quarry LP 0.14% Add +541.6% 7,218 $318K
Nebula Research & Development LLC 0.05% Reduce -87.2% 7,163 $316K
State of Wyoming 0.05% Add +10.9% 7,138 $315K
Profund Advisors LLC 0.01% Reduce -67.5% 6,976 $308K
FRG Family Wealth Advisors LLC 0.06% No change 6,778 $307K
Inceptionr LLC 0.09% Reduce -79.8% 6,883 $303K
Utah Retirement Systems 0.00% Reduce -4.2% 6,800 $300K
FORA Capital, LLC 0.04% New 6,750 $298K
Corton Capital Inc. 0.15% Reduce -23.4% 6,640 $293K
Wellington Management Group LLP 0.00% New 6,596 $291K
Wrapmanager Inc. 0.08% Reduce -13.2% 6,242 $275K
Palogic Value Management, L.P. 0.12% Add +2.8% 6,210 $274K
Harvest Fund Management Co., Ltd 0.02% New 5,825 $257K
Mercer Global Advisors Inc. 0.00% New 234 $255K
HRT Financial LP 0.00% New 5,696 $251K
Virtus Investment Advisers, LLC 0.23% No change 5,694 $251K
Tower Research Capital LLC (TRC) 0.00% Add +124.8% 5,485 $242K
AdvisorNet Financial, Inc 0.02% Add +0.5% 5,468 $241K
Procyon Advisors, LLC 0.02% New 5,144 $227K
AlphaQuest LLC 0.03% Reduce -67.3% 5,110 $225K
Gries Financial LLC 0.05% New 4,987 $220K
Baird Financial Group, Inc. 0.00% New 4,930 $217K
JT Stratford LLC 0.04% New 4,779 $211K
Avantax Advisory Services, Inc. 0.00% New 4,754 $210K
Deerfield Management Company, L.P. 0.00% New 4,640 $205K
Donoghue Forlines LLC 0.06% New 4,572 $202K
American Trust 0.02% Reduce -16.0% 4,570 $201K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +5324.0% 4,068 $179K
SG Americas Securities, LLC 0.00% Reduce -76.8% 3,629 $160K
nVerses Capital, LLC 0.09% Add +800.0% 3,600 $159K
Asset Management One Co., Ltd. 0.00% Add +584.7% 3,581 $158K
Moser Wealth Advisors, LLC 0.09% Reduce -35.0% 3,565 $157K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 3,400 $148K
KBC Group NV 0.00% No change 3,182 $140K
Covestor Ltd 0.08% Reduce -3.1% 2,809 $124K
Jones Financial Companies LLLP 0.00% New 2,763 $122K
Globeflex Capital L P 0.01% No change 2,600 $115K
Corebridge Financial, Inc. 0.00% — 2,522 $111K
Concourse Financial Group Securities, Inc. 0.01% Add +356.6% 2,511 $111K
Arax Advisory Partners 0.01% Add +1309.7% 2,171 $96K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 2,089 $92K
Advisors Asset Management, Inc. 0.00% Add +12.1% 2,042 $90K
Signaturefd, LLC 0.00% Add +10.5% 1,993 $88K
C M Bidwell & Associates Ltd. 0.06% New 1,905 $84K
Osaic Holdings, Inc. 0.00% Reduce -50.5% 1,735 $76K
1620 Investment Advisors, Inc. 0.06% New 1,675 $74K
US Bancorp \de 0.00% Reduce -26.4% 1,549 $68K
Center for Financial Planning, Inc. 0.01% No change 1,432 $63K
Virtus Fund Advisers, LLC 0.19% Add +3.4% 1,098 $48K
Quent Capital, LLC 0.00% Add +169.1% 915 $40K
Caz Investments LP 0.06% No change 900 $40K
First Horizon Advisors, Inc. 0.00% Add +37.5% 894 $39K
UMB Bank, n.a. 0.00% No change 795 $35K
Banque Cantonale Vaudoise 0.00% No change 760 $34K
Versant Capital Management, Inc 0.01% New 713 $31K
GFS Advisors, LLC 0.00% New 65,705 $30K
International Assets Investment Management, LLC 0.00% New 576 $25K
Venturi Wealth Management, LLC 0.00% Add +106.8% 575 $25K
NFSG Corp 0.01% No change 505 $22K
Pinnacle Holdings, LLC 0.01% New 501 $22K
Anchor Investment Management, LLC 0.00% No change 500 $22K
Huntington National Bank 0.00% Add +33.0% 471 $21K
Parallel Advisors, LLC 0.00% Add +43.8% 440 $19K
GAMMA Investing LLC 0.00% Add +471.1% 434 $19K
Lindbrook Capital, LLC 0.00% Add +0.8% 365 $16K
Private Trust Co. NA 0.00% No change 348 $15K
Pacer Advisors, Inc. 0.00% Reduce -68.4% 328 $14K
Farther Finance Advisors, LLC 0.00% Add +651.2% 323 $14K
Parallax Volatility Advisers, L.P. 0.00% New 282 $12K
EverSource Wealth Advisors, LLC 0.00% Add +21.5% 243 $12K
Global X Japan Co., Ltd. 0.00% Reduce -33.8% 264 $12K
CI Investments Inc. 0.00% Reduce -7.2% 244 $11K
SOA Wealth Advisors, LLC. 0.00% No change 240 $11K
Abound Wealth Management 0.00% No change 234 $10K
Avion Wealth 0.00% New 245 $10K
Performa Ltd (US), LLC 0.00% Reduce -22.5% 200 $9K
Clearstead Advisors, LLC 0.00% New 191 $8K
Smartleaf Asset Management LLC 0.00% Add +620.0% 144 $6K
Quadrant Capital Group LLC 0.00% Add +2.9% 142 $6K
Private Wealth Management Group, LLC 0.00% New 114 $5K
Steward Partners Investment Advisory, LLC 0.00% Reduce -38.9% 113 $5K
Spire Wealth Management 0.00% No change 100 $4K
Global Retirement Partners, LLC 0.00% No change 80 $4K
Parkside Financial Bank & Trust 0.00% Add +9.5% 69 $3K
Federation des caisses Desjardins du Quebec 0.00% No change 50 $2K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -97.8% 39 $2K
Innealta Capital, LLC 0.00% New 35 $2K
Bogart Wealth, LLC 0.00% No change 34 $1K
IFP Advisors, Inc 0.00% New 33 $1K
Principal Securities, Inc. 0.00% Add +21.7% 28 $1K
CVA Family Office, LLC 0.00% New 27 $1K
Bell Investment Advisors, Inc 0.00% No change 26 $1K
MassMutual Private Wealth & Trust, FSB 0.00% New 24 $1K
Capital Advisors, Ltd. LLC 0.00% No change 26 $1K
West Paces Advisors Inc. 0.00% No change 20 $882
Allworth Financial LP 0.00% Add +54.5% 17 $821
Institutional & Family Asset Management, LLC 0.00% Reduce -30.8% 18 $793
Sachetta, LLC 0.00% New 14 $664
Janiczek Wealth Management, LLC 0.00% No change 11 $485
MV Capital Management, Inc. 0.00% Add +350.0% 9 $397
Macroview Investment Management LLC 0.00% No change 8 $353
Bear Mountain Capital, Inc. 0.00% No change 7 $305
Tradewinds Capital Management, LLC 0.00% No change 6 $265
Manchester Capital Management LLC 0.00% No change 5 $221
TFC Financial Management, Inc. 0.00% New 1 $45
Harbor Investment Advisory, LLC 0.00% New 1 $44

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