Smartsheet Inc. Class ASMAR

13F holders, Q4 2024 (December 31)
367holders −45
45new positions
103sold out
9famous investors
$56.03avg. 13F price*

At the end of Q4 2024, 367 institutions reported holding Smartsheet Inc. Class A (SMAR) in their 13F filings, down 45 from Q3 2024. 45 opened new positions and 103 sold out. The largest holders were Vanguard Group Inc. ($797.6M), BlackRock, Inc. ($546.8M) and Pentwater Capital Management LP ($501.5M). 9 famous investors held it, including Pat Dorsey (8.4% of Dorsey Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.2% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions45$220.7M
Exits103$902.7M

All 13F filers, Q3 2024 → Q4 2024: 42,693,113 shares bought and 35,164,808 shares sold, net +7,528,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 367 holders

Vanguard Group Inc. 0.01% Add +2.6% 14,235,855 $797.6M
BlackRock, Inc. 0.01% Add +15.2% 9,758,206 $546.8M
Pentwater Capital Management LP 8.65% Add +30.8% 8,950,000 $501.5M
UBS Group AG 0.10% Add +4136.8% 7,709,022 $431.9M
HBK Investments L P 8.93% Add +44.2% 6,865,000 $384.6M
Vista Equity Partners Management, LLC 21.59% No change 6,466,672 $362.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 5.55% Add +670.8% 3,854,149 $215.9M
Glazer Capital, LLC 16.68% Add +137.1% 3,725,000 $208.7M
FIL Ltd 0.16% Add +33.5% 3,116,000 $174.6M
AQR Capital Management 0.22% Add +82.3% 3,091,210 $173.1M
State Street Corp. 0.01% Add +5.6% 2,632,764 $147.5M
First Trust Capital Management L.P. 10.38% Add +97.5% 2,425,598 $135.9M
Geode Capital Management, LLC 0.01% Add +0.8% 2,249,238 $126.1M
Goldman Sachs Group Inc. 0.02% Add +91.2% 2,199,832 $123.3M
TIG Advisors, LLC 9.12% Add +53.5% 2,102,724 $117.8M
Champlain Investment Partners, LLC 0.74% Reduce -13.6% 2,085,845 $116.9M
JPMorgan Chase & Co. 0.01% Add +47.1% 2,054,433 $115.1M
Renaissance Technologies 0.17% Add +157.1% 2,026,505 $113.5M
Hawk Ridge Capital Management LP 5.04% No change 1,890,948 $105.9M
Balyasny Asset Management L.P. 0.23% Add +823.5% 1,742,268 $97.6M
Millennium Management 0.08% Reduce -11.7% 1,654,225 $92.7M
Polar Asset Management Partners Inc. 1.63% Add +112.1% 1,495,000 $83.8M
Dorsey Asset Management 8.36% Reduce -3.0% 1,447,727 $81.1M
Qube Research & Technologies Ltd 0.13% New 1,381,993 $77.4M
Charles Schwab Investment Management Inc. 0.01% Add +0.3% 1,282,883 $71.9M
Davidson Kempner Capital Management LP 1.61% Add +95.5% 1,075,000 $60.2M
ArrowMark Colorado Holdings LLC 0.77% Reduce -73.3% 1,027,667 $57.6M
Nexpoint Asset Management, L.P. 6.59% Add +272.9% 1,001,345 $56.1M
Brown Capital Management LLC 1.26% Reduce -72.5% 967,221 $54.2M
Schonfeld Strategic Advisors LLC 0.34% Add +137.4% 966,318 $54.1M
Picton Mahoney Asset Management 2.01% Add +10.4% 945,500 $53.0M
Westchester Capital Management, LLC 3.08% Add +106.2% 922,626 $51.7M
Morgan Stanley 0.00% Reduce -41.0% 884,567 $49.6M
First Trust Advisors LP 0.04% Reduce -25.5% 841,661 $47.2M
Barclays PLC 0.02% Add +51.8% 815,954 $45.7M
Los Angeles Capital Management LLC 0.18% Reduce -3.6% 806,189 $45.2M
Woodline Partners LP 0.30% Add +41.1% 803,800 $45.0M
Citigroup Inc. 0.04% Reduce -5.1% 781,254 $43.8M
Northern Trust Corp. 0.01% Add +20.6% 772,640 $43.3M
ING Groep NV 0.27% Add +109.0% 727,500 $40.8M
Man Group plc 0.12% Add +2.8% 707,479 $39.6M
Tensile Capital Management LP 3.84% Reduce -25.0% 659,816 $37.0M
Bank of New York Mellon Corp 0.01% Reduce -10.0% 642,415 $36.0M
California Public Employees Retirement System 0.02% Add +170.6% 610,289 $34.2M
Alliancebernstein L.P. 0.01% Add +447.1% 598,762 $33.5M
Alpine Associates Management Inc. 2.02% Add +16.8% 591,400 $33.1M
Water Island Capital LLC 4.08% Add +96.1% 555,904 $31.1M
Melqart Asset Management (UK) Ltd 4.17% Add +72.9% 553,311 $31.0M
Readystate Asset Management LP 2.34% Add +51.6% 546,618 $30.6M
Oddo BHF Asset Management Sas 1.49% New 525,000 $29.4M
Bank of America Corp. 0.00% Add +7.8% 519,195 $29.1M
New York State Common Retirement Fund 0.04% Reduce -40.0% 494,893 $27.7M
Squarepoint Ops LLC 0.07% Add +2907.9% 490,198 $27.5M
Sand Grove Capital Management LLP 12.94% Add +66.3% 476,029 $26.7M
Keenan Capital, LLC 5.28% Reduce -0.5% 466,887 $26.2M
Norges Bank 0.00% Add +19.3% 458,005 $25.7M
Verition Fund Management LLC 0.13% Add +41.7% 456,341 $25.6M
Capula Management Ltd 0.17% Add +110.0% 455,678 $25.5M
Sculptor Capital LP 0.60% New 450,000 $25.2M
Neuberger Berman Group LLC 0.02% Reduce -40.3% 446,661 $25.0M
AQR Arbitrage LLC 1.05% Add +96.5% 443,333 $24.8M
HSBC Holdings PLC 0.02% Add +1.0% 439,731 $24.6M
Hudson Bay Capital Management LP 0.18% Add +128.3% 439,041 $24.6M
Ameriprise Financial Inc. 0.01% Reduce -72.8% 433,888 $24.3M
Decagon Asset Management LLP 11.17% — 432,486 $24.2M
CIBRA Capital Ltd 18.11% — 428,039 $24.0M
Nuveen Asset Management, LLC 0.01% Reduce -20.6% 413,980 $23.2M
HGC Investment Management Inc. 9.64% Add +100.2% 400,311 $22.4M
Marshall Wace, LLP 0.03% Add +381.3% 376,875 $21.1M
Gabelli Funds LLC 0.15% Add +239.3% 356,419 $20.0M
GABELLI & Co INVESTMENT ADVISERS, INC. 3.08% Add +201.0% 321,200 $18.0M
Twin Securities, Inc. 10.34% Add +90.5% 313,073 $17.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +11.4% 311,367 $17.4M
Canada Pension Plan Investment Board 0.02% No change 310,500 $17.4M
Macquarie Group Ltd. 0.02% Add +16.4% 309,930 $17.4M
Amundi 0.01% Add +96.4% 288,563 $16.2M
Alberta Investment Management Corp 0.11% Add +111.0% 288,700 $16.2M
Arrowstreet Capital, Limited Partnership 0.01% Add +57.7% 286,486 $16.1M
Harvest Management LLC 8.35% Add +115.3% 285,300 $16.0M
Syquant Capital Sas 21.88% New 275,349 $15.4M
Gardner Lewis Asset Management L P 3.69% New 260,195 $14.6M
Swiss National Bank 0.01% Add +1.3% 260,000 $14.6M
Prelude Capital Management, LLC 1.18% Add +113.6% 250,108 $14.0M
One68 Global Capital, LLC 7.32% — 244,409 $13.7M
Ieq Capital, LLC 0.13% Add +1885.5% 238,958 $13.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +6.0% 233,044 $13.1M
Eisler Capital Management Ltd. 0.41% — 220,276 $12.3M
Nordea Investment Management AB 0.01% Add +11.0% 196,922 $11.0M
EVR Research LP 3.68% Reduce -75.8% 193,982 $10.9M
Tudor Investment Corporation 0.11% Reduce -9.5% 189,017 $10.6M
Sei Investments Co. 0.01% Reduce -20.1% 188,407 $10.6M
State of Wisconsin Investment Board 0.03% Reduce -42.0% 188,050 $10.5M
Royal Bank of Canada 0.00% Add +228.8% 186,884 $10.5M
Citadel Advisors 0.01% Reduce -51.1% 182,046 $10.2M
Trexquant Investment LP 0.12% Add +307.6% 181,561 $10.2M
Bank of Nova Scotia 0.02% Add +785.0% 177,000 $9.9M
KRYGER CAPITAL Ltd 2.48% Reduce -38.0% 170,365 $9.5M
Natixis 0.06% Add +345.0% 168,703 $9.5M
Susquehanna Fundamental Investments, LLC 0.16% — 166,815 $9.3M
Dimensional Fund Advisors LP 0.00% Reduce -83.8% 165,331 $9.3M

"% 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 367 holders