Smartsheet Inc (SMAR) Ownership

38.26 ↑0.39 (1.03%)
As of April 23, 2024, 2:39pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Smartsheet Inc (SMAR), owning a total of 13.6 million shares. Combined, the top 30 institutional holders of SMAR own 71.38% of the company with a total of 97.6 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of SMAR by 2.8 million shares. 11 institutions bought 4,175,013 total additional shares and increased their ownership by an average of 19.43%. However 8 institutions sold 1,339,155 total shares and decreased their ownership by an average of 4.89%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Smartsheet increased by a net total of 2,835,858 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.885%2.075%13,583,818276,1172023-12-31
Capital World Investors7.634%-2.954%10,490,610-319,3232023-12-31
BlackRock Inc5.473%5.132%7,521,199367,1262023-12-31
Brown Capital Management, LLC4.589%-0.540%6,306,749-34,2412023-12-31
North Peak Capital Management, LLC2.614%25.808%3,592,744737,0002023-12-31
Dorsal Capital Management LLC2.347%4.032%3,225,000125,0002023-12-31
Eminence Capital LLC2.309%-4.679%3,173,369-155,7862023-12-31
AllianceBernstein L.P.2.046%-3.306%2,811,582-96,1152023-12-31
Champlain Investment Partners, LLC2.010%5.148%2,761,845135,2152023-12-31
Westfield Capital Management Company, LP1.970%9.044%2,706,943224,5132023-12-31
Goldman Sachs Group Inc1.874%98.323%2,575,8721,277,0432023-12-31
Dorsey Asset Management, LLC1.853%-5.503%2,546,032-148,2642023-12-31
Capital Research Global Investors1.665%-17.602%2,288,219-488,8242023-12-31
State Street Corporation1.650%6.502%2,266,881138,3852023-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne1.633%14.977%2,243,816292,2832023-12-31
First Trust Advisors L.P.1.511%-2.687%2,075,852-57,3112023-12-31
TimesSquare Capital Management, LLC1.500%-1.871%2,060,851-39,2912023-12-31
Geode Capital Management, LLC1.457%5.476%2,002,850103,9862023-12-31
Alkeon Capital Management, LLC1.336%37.266%1,835,628498,3452023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.885%2.075%13,583,818276,1172023-12-31
Capital World Investors7.634%-2.954%10,490,610-319,3232023-12-31
BlackRock Inc5.473%5.132%7,521,199367,1262023-12-31
Brown Capital Management, LLC4.589%-0.540%6,306,749-34,2412023-12-31
North Peak Capital Management, LLC2.614%25.808%3,592,744737,0002023-12-31
Dorsal Capital Management LLC2.347%4.032%3,225,000125,0002023-12-31
Eminence Capital LLC2.309%-4.679%3,173,369-155,7862023-12-31
Citadel Advisors Llc2.188%257.849%3,006,4322,166,2912023-09-30
AllianceBernstein L.P.2.046%-3.306%2,811,582-96,1152023-12-31
Champlain Investment Partners, LLC2.010%5.148%2,761,845135,2152023-12-31
Westfield Capital Management Company, LP1.970%9.044%2,706,943224,5132023-12-31
Goldman Sachs Group Inc1.874%98.323%2,575,8721,277,0432023-12-31
Dorsey Asset Management, LLC1.853%-5.503%2,546,032-148,2642023-12-31
Amvescap Plc.1.849%2,471.740%2,469,8692,373,8302023-03-31
ING Investment Management LLC1.769%7.370%2,410,910165,4942023-09-30
Capital Research Global Investors1.665%-17.602%2,288,219-488,8242023-12-31
State Street Corporation1.650%6.502%2,266,881138,3852023-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne1.633%14.977%2,243,816292,2832023-12-31
First Trust Advisors L.P.1.511%-2.687%2,075,852-57,3112023-12-31
TimesSquare Capital Management, LLC1.500%-1.871%2,060,851-39,2912023-12-31
Geode Capital Management, LLC1.457%5.476%2,002,850103,9862023-12-31
Polar Capital Holdings PLC1.457%1.700%1,935,60332,3582022-12-31
Alkeon Capital Management, LLC1.336%37.266%1,835,628498,3452023-12-31
Tremblant Capital Group1.348%-16.711%1,770,086-355,1402022-09-30
Federated Hermes Inc1.325%-2.294%1,733,600-40,7002022-06-30
Sachem Head Capital Management LP1.257%0.000%1,670,00002022-12-31
12 West Capital Management LP1.209%0.000%1,647,28302023-09-30
JPMorgan Chase & Co1.232%-2.142%1,645,531-36,0252023-03-31
Millennium Management LLC1.207%27.953%1,612,461352,2652023-03-31
Keenan Capital LLC1.186%0.000%1,584,58102023-03-31

Mutual Fund Ownership

American Funds SMALLCAP World A is the biggest individual fund holder of Smartsheet Inc (SMAR), owning a total of 6.3 million shares. Combined, the top 36 mutual fund holders of SMAR own 52.73% of the company with a total of 71.8 million shares.

In the latest ownership report on March 31st 2024, the top 36 fund holders increased their combined ownership of SMAR by 27 thousand shares. 1 funds bought 5,300 total additional shares and increased their ownership by an average of 0.68%. However 1 funds sold 32,420 total shares and decreased their ownership by an average of 1.54%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Smartsheet decreased by a net total of -27,120 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Champlain Small Company Fund, LLC1.505%-1.544%2,067,780-32,4202024-03-31
First Trust Dow Jones Internet ETF1.091%0.000%1,498,94202024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.572%0.678%786,5655,3002024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds SMALLCAP World A4.581%-11.796%6,294,737-841,8242023-12-31
Vanguard Total Stock Mkt Idx Inv2.930%-0.745%4,026,511-30,2112024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.859%2.238%3,863,15584,5562023-03-31
Capital Group Growth Fnd of Amer Comp2.804%0.000%3,789,62602023-06-30
American Funds Growth Fund of Amer A2.804%0.000%3,789,62602023-06-30
Brown Capital Mgmt Small Co Inv2.703%0.000%3,714,02202023-09-30
Vanguard Small Cap Index2.408%0.932%3,308,86730,5442024-02-29
Capital Group New Perspective Comp2.078%0.000%2,855,79502023-12-31
American Funds New Perspective A2.078%0.000%2,855,79502023-12-31
Capital Group New Economy Comp1.804%0.000%2,478,60602023-12-31
American Funds New Economy A1.804%0.000%2,478,60602023-12-31
Vanguard Explorer Inv1.784%24.110%2,451,422476,2182023-12-31
American Funds Fundamental Invs A1.705%0.000%2,238,61402022-09-30
Capital Group Fundamental Invtrs Comp1.705%0.000%2,238,61402022-09-30
Champlain Small Company Fund, LLC1.505%-1.544%2,067,780-32,4202024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.455%0.090%1,999,5141,8052024-02-29
Vanguard Small Cap Growth Index Inv1.352%1.549%1,857,42828,3252024-02-29
Vanguard Extended Market Index Investor1.381%0.400%1,856,8497,4002023-08-31
First Trust Dow Jones Internet ETF1.091%0.000%1,498,94202024-03-31
Vanguard Information Technology ETF0.908%3.000%1,247,83036,3432024-02-29
MUAM Cyber Security Equity Mother Fund0.886%-10.983%1,218,174-150,2912023-12-06
MUKAM Cyber Security Equity Mother Fund0.887%0.000%1,193,00002022-12-06
Champlain Small Company Adv0.826%4.608%1,135,00050,0002023-12-31
iShares Automation&Robotics ETF USD Acc0.722%4.801%959,67443,9672023-05-31
Alger Small Cap Focus Composite0.721%0.000%947,14202022-10-31
Invesco Discovery A0.696%3.643%929,76032,6822023-05-31
Federated Hermes Kaufmann Small Cap Grow0.675%15.875%927,000127,0002023-12-31
Federated Hermes Kaufmann Small Cap A0.675%15.875%927,000127,0002023-12-31
Polar Capital Global Tech Inc0.695%-27.582%921,179-350,8502023-02-28
Invesco OFI Small Cap Growth0.651%0.000%870,143870,1432023-03-31
Alger Small Cap Focus I0.643%0.000%852,70202023-01-31
JPMorgan Small Cap Growth A0.591%-0.093%811,625-7532024-02-29
Columbia Small Cap Growth0.594%26.441%801,995167,7112023-06-30
AB Discovery Growth A0.590%7.080%797,49452,7262023-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.572%0.678%786,5655,3002024-03-31
AB Small Cap Growth A0.572%-4.132%785,486-33,8592024-02-29

Discussions

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JohnDailyTrader4/4/23 08:33am

$SMAR Looks like a solid reversal - retesting support right now
definitely thinking about swinging this

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