Smartsheet Inc. Class ASMAR
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $220.7M |
| Exits | 103 | $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.