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
Rhumbline Advisers 0.01% Add +1.2% 161,891 $9.1M
Clarius Group, LLC 0.58% Add +4.6% 150,897 $8.5M
Cinctive Capital Management LP 0.45% Reduce -0.2% 150,000 $8.4M
Legal & General Group Plc 0.00% Add +5.9% 148,174 $8.3M
Algert Global LLC 0.19% Reduce -14.9% 140,485 $7.9M
Two Sigma Advisers, LP 0.02% New 135,800 $7.6M
New York Life Investment Management LLC 0.07% New 128,454 $7.2M
Kintayl Capital LP 6.56% — 126,356 $7.1M
California State Teachers Retirement System 0.01% Reduce -0.5% 123,944 $6.9M
State Board of Administration of Florida Retirement System 0.01% Add +0.2% 122,863 $6.9M
Carmignac Gestion 0.11% Add +60.3% 120,154 $6.7M
Vazirani Asset Management LLC 21.27% New 120,000 $6.7M
Angelo Gordon & Co., L.P. 1.70% Add +353.4% 120,000 $6.7M
Quantinno Capital Management LP 0.06% Add +32.3% 117,102 $6.6M
Invesco Ltd. 0.00% Add +1.1% 114,489 $6.4M
Public Employees Retirement System of Ohio 0.02% Add +35.0% 112,108 $6.3M
Maven Securities LTD 0.99% Add +57.1% 110,000 $6.2M
Versor Investments LP 1.06% Add +1.6% 109,272 $6.1M
Centiva Capital, LP 0.23% Reduce -32.2% 107,778 $6.0M
Franklin Resources Inc. 0.00% Add +98.0% 104,955 $5.9M
Cerity Partners LLC 0.01% Add +72.9% 102,918 $5.8M
Credit Industriel Et Commercial 2.04% — 102,250 $5.7M
Sagefield Capital LP 0.61% Add +48.7% 100,100 $5.6M
Beryl Capital Management LLC 1.27% Reduce -93.0% 100,000 $5.6M
Vestcor Inc 0.18% Add +39.8% 99,170 $5.6M
Cigogne Management SA 5.08% — 97,850 $5.5M
Yakira Capital Management, Inc. 2.18% New 97,764 $5.5M
T. Rowe Price Associates Inc. 0.00% Reduce -89.8% 96,565 $5.4M
Alamar Capital Management, LLC 2.62% Reduce -3.8% 85,660 $4.8M
Corient Private Wealth LP 0.01% Add +0.3% 84,268 $4.7M
Cwm, LLC 0.02% Add +80.5% 83,725 $4.7M
Landscape Capital Management, L.L.C. 0.49% No change 83,016 $4.7M
Stifel Financial Corp. 0.00% Reduce -19.7% 79,881 $4.5M
ClearAlpha Technologies LP 3.78% Add +40.9% 78,555 $4.4M
FNY Investment Advisers, LLC 2.22% Add +1399.7% 75,254 $4.2M
P Schoenfeld Asset Management LP 1.76% Add +275.0% 75,000 $4.2M
Mint Tower Capital Management B.V. 3.43% New 73,445 $4.1M
Savant Capital, LLC 0.03% Add +55.7% 72,218 $4.0M
D. E. Shaw & Co. 0.00% Reduce -58.7% 66,540 $3.7M
Athos Capital Ltd 1.77% New 66,400 $3.7M
Motley Fool Asset Management LLC 0.19% Add +7.0% 66,089 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +124.0% 64,180 $3.6M
Blair William & Co. 0.01% Reduce -13.6% 62,902 $3.5M
Voya Investment Management LLC 0.00% Reduce -3.4% 60,290 $3.4M
Treasurer of the State of North Carolina 0.01% Add +2.0% 59,592 $3.3M
American Century Companies Inc. 0.00% Reduce -13.0% 56,324 $3.2M
Tokio Marine Asset Management Co. Ltd. 0.11% Reduce -60.4% 56,051 $3.1M
M&T Bank Corp 0.01% Reduce -14.4% 53,151 $3.0M
Jane Street Group, LLC 0.00% Reduce -3.6% 52,815 $3.0M
Capital Fund Management S.A. 0.03% Reduce -59.2% 52,157 $2.9M
Rockefeller Capital Management L.P. 0.01% Reduce -83.1% 51,892 $2.9M
HighTower Advisors, LLC 0.00% Add +2.2% 50,361 $2.8M
Van Eck Associates Corp. 0.00% Add +3.4% 49,231 $2.8M
Police & Firemen's Retirement System of New Jersey 0.03% — 48,922 $2.7M
State of New Jersey Common Pension Fund D 0.01% No change 47,385 $2.7M
Varenne Capital Partners 0.79% New 47,157 $2.6M
Quinn Opportunity Partners LLC 0.19% Reduce -75.5% 46,908 $2.6M
Graham Capital Management, L.P. 0.13% Add +2.4% 46,081 $2.6M
GAMCO Investors 0.03% Add +723.0% 44,440 $2.5M
Wolverine Asset Management LLC 0.18% Add +306.1% 42,239 $2.4M
Engineers Gate Manager LP 0.04% Reduce -31.6% 40,740 $2.3M
ExodusPoint Capital Management, LP 0.02% New 40,170 $2.3M
BTG Pactual Asset Management US LLC 0.29% New 40,000 $2.2M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +300.0% 40,000 $2.2M
Congress Asset Management Co. 0.01% Reduce -41.8% 38,528 $2.2M
Group One Trading LLC 0.07% New 38,497 $2.2M
Entropy Technologies, LP 0.22% Add +144.9% 38,461 $2.2M
Arizona State Retirement System 0.01% Add +1.4% 38,364 $2.1M
Simplex Trading, LLC 0.06% New 36,079 $2.0M
Bessemer Group Inc. 0.00% Reduce -9.3% 35,661 $2.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +19.6% 35,057 $2.0M
Manufacturers Life Insurance Company, The 0.00% Add +3.4% 34,609 $1.9M
Panagora Asset Management Inc. 0.01% Reduce -83.2% 34,122 $1.9M
Burren Capital Advisors Ltd 11.09% — 33,218 $1.9M
Lazard Asset Management LLC 0.00% Add +8.0% 32,660 $1.8M
Handelsbanken Fonder AB 0.01% Add +7.7% 32,275 $1.8M
Danske Bank A/S 0.00% Reduce -76.8% 27,137 $1.5M
Pallas Capital Advisors LLC 0.06% Add +30.1% 27,050 $1.5M
CSS LLC 0.28% New 26,900 $1.5M
Meteora Capital, LLC 0.54% New 26,000 $1.5M
Crescent Grove Advisors, LLC 0.14% Reduce -43.5% 25,476 $1.4M
RAM Investment Partners, LLC 0.35% Add +24.3% 25,414 $1.4M
Deutsche Bank AG 0.00% Reduce -90.4% 25,169 $1.4M
State of Alaska, Department of Revenue 0.02% No change 24,459 $1.4M
Captrust Financial Advisors 0.00% Add +78.9% 23,816 $1.3M
Guggenheim Capital LLC 0.01% Add +0.9% 23,653 $1.3M
TCP Asset Management, LLC 0.28% No change 22,655 $1.3M
Sherbrooke Park Advisers LLC 0.39% Reduce -50.0% 21,882 $1.2M
STRS Ohio 0.00% New 21,810 $1.2M
Tidal Investments LLC 0.01% Reduce -31.8% 20,682 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% No change 20,000 $1.1M
Gotham Asset Management 0.01% Reduce -41.5% 19,945 $1.1M
Rafferty Asset Management, LLC 0.00% Add +7.0% 19,354 $1.1M
Focus Partners Wealth 0.00% Add +74.0% 18,926 $1.1M
Victory Capital Management Inc. 0.00% Reduce -91.0% 18,837 $1.1M
Pictet Asset Management Holding SA 0.00% Add +15.0% 18,745 $1.1M
Walleye Capital LLC 0.01% Reduce -30.1% 18,482 $1.0M
Xponance LLC 0.01% Add +5.1% 18,032 $1.0M
BNP Paribas Financial Markets 0.00% Reduce -11.7% 17,977 $1.0M
Teacher Retirement System of Texas 0.00% New 17,192 $963K
Creative Planning 0.00% Add +59.2% 17,161 $962K
PenderFund Capital Management Ltd. 0.43% Add +197.5% 11,900 $958K
AlphaQuest LLC 0.13% Add +144.8% 17,086 $957K
Two Sigma Investments, LP 0.00% Add +18.3% 16,910 $947K
Wells Fargo & Company 0.00% Reduce -50.9% 16,752 $939K
K2 Principal Fund, L.P. 0.44% New 15,746 $882K
Abacus FCF Advisors LLC 0.12% New 15,646 $877K
Lighthouse Investment Partners, LLC 0.03% Add +43.8% 15,204 $852K
Merit Financial Group, LLC 0.01% New 14,437 $809K
Cetera Investment Advisers 0.00% Add +9.4% 14,435 $809K
Oak Thistle LLC 0.24% Reduce -23.0% 14,238 $798K
Gsa Capital Partners LLP 0.06% Add +47.0% 14,072 $788K
FMR LLC 0.00% Add +7.0% 13,971 $783K
Evergreen Capital Management LLC 0.02% No change 13,644 $764K
Cornercap Investment Counsel Inc. 0.24% No change 13,513 $757K
Public Employees Retirement Association of Colorado 0.00% No change 13,503 $757K
BCK Capital Management LP 0.53% No change 13,000 $728K
Larson Financial Group LLC 0.04% Reduce -4.6% 12,643 $708K
Boothbay Fund Management, LLC 0.02% Add +154.2% 12,302 $689K
Ironwood Investment Management LLC 0.32% Add +1.6% 11,635 $652K
Washington Capital Management, Inc. 0.51% Reduce -17.2% 11,575 $649K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -3.7% 11,464 $642K
Principal Financial Group Inc. 0.00% Reduce -1.4% 11,375 $637K
Oxford Asset Management LLP 0.29% Add +83.5% 11,370 $637K
Loomis Sayles & Co. L P 0.00% No change 11,312 $634K
Raymond James Financial Inc. 0.00% — 10,931 $612K
Susquehanna International Group, LLP 0.00% Reduce -9.6% 10,367 $581K
Walleye Trading LLC 0.01% New 10,000 $560K
Brown Advisory Inc. 0.00% New 9,613 $539K
Evanson Asset Management, LLC 0.04% No change 9,500 $532K
EP Wealth Advisors, LLC 0.00% Add +96.9% 9,404 $527K
Capital World Investors 0.00% Reduce -99.6% 8,825 $494K
Amalgamated Bank 0.00% Add +2.6% 8,709 $488K
SG Americas Securities, LLC 0.00% Add +61.8% 8,680 $486K
MetLife Investment Management, LLC 0.00% Reduce -0.9% 8,353 $468K
Brighton Jones LLC 0.01% Reduce -20.3% 8,211 $460K
Commerce Bank 0.00% No change 8,030 $450K
Flagship Harbor Advisors, LLC 0.02% Add +6.8% 7,596 $426K
Perkins Coie Trust Co 0.09% No change 7,481 $419K
Becker Capital Management Inc. 0.01% Reduce -4.3% 7,380 $414K
Maryland State Retirement & Pension System 0.01% No change 7,242 $406K
Canal Capital Management, LLC 0.07% Reduce -11.0% 7,214 $404K
Utah Retirement Systems 0.00% No change 7,200 $403K
Chicago Partners Investment Group LLC 0.01% New 7,009 $394K
FRG Family Wealth Advisors LLC 0.07% No change 6,778 $380K
Mercer Global Advisors Inc. 0.00% New 6,691 $375K
Poinciana Advisors Group, LLC 0.36% — 6,346 $356K
Allegiance Financial Group Advisory Services LLC 0.11% New 6,193 $347K
Earned Wealth Advisors, LLC 0.11% Add +124.8% 6,165 $345K
Freestone Capital Holdings, LLC 0.01% Reduce -33.4% 6,109 $342K
Gries Financial LLC 0.06% Add +16.6% 6,013 $337K
Profund Advisors LLC 0.01% Add +3.3% 5,818 $326K
Wolverine Trading, LLC 0.01% Reduce -53.9% 5,453 $305K
Russell Investments Group, Ltd. 0.00% Reduce -95.8% 5,445 $305K
AdvisorNet Financial, Inc 0.03% Reduce -0.4% 5,444 $305K
Mariner, LLC 0.00% Reduce -22.4% 5,322 $298K
ProShare Advisors LLC 0.00% Add +3.1% 5,259 $295K
Jones Financial Companies LLLP 0.00% Add +1.2% 4,996 $280K
SYM FINANCIAL Corp 0.04% New 4,956 $278K
Baird Financial Group, Inc. 0.00% No change 4,930 $276K
Ensign Peak Advisors, Inc 0.00% Reduce -90.0% 4,864 $273K
KBC Group NV 0.00% Add +30.8% 4,855 $272K
LPL Financial LLC 0.00% Reduce -85.0% 4,844 $271K
Tower Research Capital LLC (TRC) 0.01% Reduce -18.7% 4,809 $269K
Focus Partners Advisor Solutions, LLC 0.00% New 4,809 $269K
Claro Advisors Inc. 0.04% New 4,754 $266K
Polymer Capital Management (US) LLC 0.08% — 4,712 $264K
Glenmede Trust Co. NA 0.00% Reduce -99.1% 4,643 $260K
Machina Capital S.A.S. 0.11% New 4,595 $257K
Institute for Wealth Management, LLC. 0.03% Reduce -0.6% 4,396 $246K
Moody National Bank Trust Division 0.03% Reduce -86.0% 4,290 $240K
Marex Group Ltd 0.00% New 4,263 $239K
NorthCoast Asset Management LLC 0.00% New 4,242 $238K
CIBC Asset Management Inc 0.00% Add +5.7% 4,242 $238K
Praxis Investment Management Inc. 0.02% New 4,210 $236K
JT Stratford LLC 0.04% New 4,162 $233K
HRT Financial LP 0.00% Reduce -95.3% 4,123 $231K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -99.5% 4,114 $231K
NorthCrest Asset Manangement, LLC 0.01% New 3,989 $224K
Jump Financial, LLC 0.00% Add +6.3% 3,925 $220K
Janney Montgomery Scott LLC 0.00% Reduce -37.0% 3,914 $219K
Lombard Odier Asset Management (USA) Corp 0.09% New 3,808 $213K
Bayforest Capital Ltd 0.25% — 3,526 $198K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -16.2% 3,410 $192K
Harbor Capital Advisors, Inc. 0.01% Reduce -4.8% 3,386 $190K
National Bank of Canada 0.00% Reduce -87.8% 3,063 $172K
Virtus Investment Advisers, LLC 0.14% Reduce -65.5% 3,000 $168K
PNC Financial Services Group, Inc. 0.00% Reduce -78.1% 2,918 $163K
DekaBank Deutsche Girozentrale 0.00% No change 2,644 $146K
Covestor Ltd 0.09% Reduce -12.8% 2,538 $143K
Corebridge Financial, Inc. 0.00% Reduce -2.7% 2,499 $140K
Arax Advisory Partners 0.01% Reduce -0.0% 2,474 $139K
Harvest Fund Management Co., Ltd 0.01% No change 2,427 $136K
IFP Advisors, Inc 0.00% Add +592.1% 2,381 $133K
Signaturefd, LLC 0.00% Add +7.7% 2,306 $129K
Sterling Capital Management LLC 0.00% Reduce -11.2% 2,160 $121K
True Wealth Design, LLC 0.05% Add +188.4% 2,111 $118K
Parallel Advisors, LLC 0.00% Add +329.6% 2,032 $114K
Advisors Asset Management, Inc. 0.00% Reduce -4.0% 1,994 $112K
Osaic Holdings, Inc. 0.00% Add +452.2% 2,805 $104K
Quarry LP 0.02% Reduce -79.1% 1,797 $101K
US Bancorp \de 0.00% Reduce -4.2% 1,675 $94K
1620 Investment Advisors, Inc. 0.07% Reduce -8.4% 1,615 $90K
Venturi Wealth Management, LLC 0.00% Add +27.5% 1,549 $87K
Center for Financial Planning, Inc. 0.01% No change 1,432 $80K
Longfellow Investment Management Co. LLC 0.02% Add +49.9% 1,304 $73K
PEAK6 LLC 0.00% — 1,121 $63K
Versant Capital Management, Inc 0.01% Add +2.2% 961 $54K
Caz Investments LP 0.07% No change 900 $50K
Itau Unibanco Holding S.A. 0.00% New 837 $47K
Quent Capital, LLC 0.00% Reduce -21.6% 810 $45K
GAMMA Investing LLC 0.00% Add +4.5% 786 $44K
Colonial Trust Co / SC 0.01% New 773 $43K
Asset Management One Co., Ltd. 0.00% No change 698 $39K
Richards, Merrill & Peterson, Inc. 0.02% — 675 $38K
CIBC Private Wealth Group LLC 0.00% Reduce -23.4% 648 $36K
Brooklyn Investment Group 0.01% Add +7.8% 552 $31K
EverSource Wealth Advisors, LLC 0.00% Add +737.5% 536 $30K
CI Investments Inc. 0.00% Add +11.5% 514 $29K
Anchor Investment Management, LLC 0.00% No change 500 $28K
Fifth Third Bancorp 0.00% New 467 $26K
SBI Securities Co., Ltd. 0.00% — 450 $25K
Lindbrook Capital, LLC 0.00% Add +2.2% 371 $21K
Huntington National Bank 0.00% No change 371 $21K
Smartleaf Asset Management LLC 0.00% Add +0.3% 353 $20K
NFSG Corp 0.00% Reduce -39.6% 305 $17K
Private Trust Co. NA 0.00% Reduce -13.8% 300 $17K
Farther Finance Advisors, LLC 0.00% Reduce -62.0% 274 $15K
Caitong International Asset Management Co., Ltd 0.01% — 246 $14K
Global X Japan Co., Ltd. 0.00% Add +25.5% 246 $14K
Abound Wealth Management 0.00% No change 234 $13K
Robinswood Financial LLC 0.00% No change 200 $11K
Blue Trust, Inc. 0.00% Add +972.2% 193 $11K
Accent Capital Management, LLC 0.01% Reduce -37.0% 170 $10K
First Horizon Advisors, Inc. 0.00% Reduce -86.1% 156 $9K
Quadrant Capital Group LLC 0.00% Add +8.4% 154 $9K
Comerica Bank 0.00% Reduce -99.5% 143 $8K
Private Wealth Management Group, LLC 0.00% No change 114 $6K
Hager Investment Management Services, LLC 0.00% — 100 $6K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -14.6% 82 $5K
Global Retirement Partners, LLC 0.00% No change 80 $4K
Parkside Financial Bank & Trust 0.00% No change 75 $4K
Northwestern Mutual Wealth Management Co. 0.00% No change 65 $4K
Wolff Wiese Magana LLC 0.00% No change 48 $3K
Mascoma Wealth Management LLC 0.00% New 40 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +62.5% 39 $2K
Sachetta, LLC 0.00% No change 38 $2K
Allworth Financial LP 0.00% Add +85.0% 37 $2K
Bogart Wealth, LLC 0.00% No change 34 $2K
Principal Securities, Inc. 0.00% Reduce -90.0% 32 $2K
CVA Family Office, LLC 0.00% No change 27 $2K
West Paces Advisors Inc. 0.00% No change 20 $1K
Hexagon Capital Partners LLC 0.00% New 18 $1K
MAI Capital Management 0.00% New 18 $1K
Avion Wealth 0.00% Reduce -90.6% 24 $1K
Capital Advisors, Ltd. LLC 0.00% No change 26 $1K
Concourse Financial Group Securities, Inc. 0.00% Reduce -99.5% 17 $959
Bell Investment Advisors, Inc 0.00% Reduce -46.1% 14 $785
Steward Partners Investment Advisory, LLC 0.00% Reduce -72.5% 14 $784
Tradewinds Capital Management, LLC 0.00% No change 10 $561
MV Capital Management, Inc. 0.00% No change 9 $505
TD Private Client Wealth LLC 0.00% New 9 $504
Principia Wealth Advisory, LLC 0.00% — 7 $392
Manchester Capital Management LLC 0.00% No change 5 $281
Rothschild Investment LLC 0.00% No change 4 $224
TFC Financial Management, Inc. 0.00% No change 1 $57
Coppell Advisory Solutions LLC 0.00% No change 1 $56

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