SMAR — SMARTSHEET INC
Reported value held$3.49B
Funds holding (latest)53
Sector—
SMAR (SMARTSHEET INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 53 funds have reported positions historically, with the sum of their latest reported stakes valued at $3.49B. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2024 | 14.24M | $797.63M | 0.01% | Add |
| BlackRock Inc history | Q4 2024 | 9.76M | $546.75M | 0.01% | Add |
| UBS Group AG history | Q4 2024 | 7.81M | $437.54M | 0.08% | Add |
| Fidelity International (FIL) history | Q4 2024 | 3.12M | $174.59M | 0.16% | Add |
| AQR Capital Management history | Q4 2024 | 3.09M | $173.12M | 0.22% | Add |
| Geode Capital Management history | Q4 2024 | 2.25M | $126.07M | 0.01% | Add |
| Goldman Sachs Group history | Q4 2024 | 2.24M | $125.36M | 0.02% | Add |
| JPMorgan Chase & Co history | Q4 2024 | 2.05M | $115.11M | 0.02% | Add |
| Renaissance Technologies history | Q4 2024 | 2.03M | $113.55M | 0.17% | Add |
| Balyasny Asset Management history | Q4 2024 | 1.74M | $97.62M | 0.15% | Add |
| Millennium Management history | Q4 2024 | 1.66M | $92.91M | 0.05% | Reduce |
| Charles Schwab Investment Management history | Q4 2024 | 1.28M | $71.88M | 0.01% | Hold |
| Capital Research Global Investors history | Q3 2024 | 1.15M | $63.77M | 0.01% | Reduce |
| Davidson Kempner Capital Management history | Q4 2024 | 1.07M | $60.23M | 1.62% | New |
| Morgan Stanley history | Q4 2024 | 884.57K | $49.56M | 0.00% | Reduce |
| Citigroup Inc history | Q4 2024 | 781.25K | $43.77M | 0.03% | Reduce |
| Northern Trust Corp history | Q4 2024 | 772.64K | $43.29M | 0.01% | Add |
| Alkeon Capital Management history | Q2 2024 | 835.63K | $36.83M | 0.06% | Reduce |
| BNY Mellon history | Q4 2024 | 642.41K | $35.99M | 0.01% | Reduce |
| Baron Funds history | Q1 2024 | 765.46K | $29.47M | 0.08% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2021 | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 10.68M | 10.94M | 10.96M | 11.26M | 11.33M | 11.44M | 11.76M | 12.18M | 12.52M | 13.05M | 13.31M | 13.58M | 13.81M | 14.18M | 13.87M | 14.24M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.47M | 9.76M |
| UBS Group AG | — | — | 20.94K | 78.06K | 7.94K | 20.88K | 26.89K | 8.35K | 6.74K | 36.86K | 113.36K | 181.23K | 168.91K | 214.09K | 181.95K | 7.81M |
| Fidelity International (FIL) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.33M | 3.12M |
| AQR Capital Management | — | — | 45.45K | 51.87K | 158.31K | 131.69K | 122.85K | 22.04K | 31.66K | 104.11K | 348.30K | 1.01M | 468.63K | 1.35M | 1.70M | 3.09M |
| Geode Capital Management | — | — | 1.46M | 1.51M | 1.57M | 1.58M | 1.61M | 1.72M | 1.79M | 1.85M | 1.90M | 2.00M | 2.10M | 2.18M | 2.23M | 2.25M |
| Goldman Sachs Group | — | — | 1.75M | 1.89M | 1.55M | 2.81M | 1.33M | 1.32M | 1.27M | 1.51M | 1.30M | 1.29M | 331.86K | 322.09K | 1.15M | 2.24M |
| JPMorgan Chase & Co | — | — | 3.51M | 2.80M | 1.74M | 1.82M | 2.01M | 1.68M | 1.57M | 1.62M | 1.62M | 1.61M | 1.44M | 1.46M | 1.40M | 2.05M |
| Renaissance Technologies | — | — | — | — | — | — | — | 66.00K | 533.00K | 755.30K | 521.10K | 449.00K | 1.00M | 821.60K | 788.21K | 2.03M |
| Balyasny Asset Management | — | — | — | 697.60K | 348.18K | — | — | 112.50K | 8.09K | 401.42K | 7.80K | 176.54K | 347.88K | 196.88K | 188.66K | 1.74M |
| Millennium Management | — | — | 1.03M | 1.30M | 1.63M | 3.08M | 976.85K | 1.26M | 1.61M | 407.65K | 973.61K | 270.02K | 749.25K | 925.85K | 2.11M | 1.66M |
| Charles Schwab Investment Management | — | — | 947.73K | 974.38K | 1.01M | 1.02M | 1.05M | 1.10M | 1.10M | 1.11M | 1.16M | 1.20M | 1.24M | 1.26M | 1.28M | 1.28M |
| Davidson Kempner Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.07M |
| Morgan Stanley | — | — | 467.55K | 526.78K | 547.99K | 693.55K | 480.41K | 892.40K | 1.13M | 717.37K | 928.43K | 1.24M | 1.27M | 1.32M | 1.50M | 884.57K |
| Citigroup Inc | — | — | 21.03K | 23.93K | 25.61K | 16.32K | 32.51K | 22.19K | 30.95K | 48.25K | 48.27K | 82.24K | 41.65K | 28.72K | 823.50K | 781.25K |
| Northern Trust Corp | — | — | 584.43K | 560.76K | 561.26K | 557.96K | 569.68K | 576.71K | 596.04K | 589.18K | 610.01K | 633.54K | 622.29K | 647.02K | 640.49K | 772.64K |
| BNY Mellon | — | — | 724.98K | 756.31K | 615.99K | 1.02M | 805.11K | 815.11K | 744.77K | 695.93K | 712.01K | 728.54K | 689.64K | 787.47K | 713.47K | 642.41K |
| Bank of America Corp | — | — | 159.44K | 156.73K | 166.98K | 151.85K | 286.45K | 389.83K | 471.18K | 502.37K | 454.77K | 478.51K | 713.18K | 604.40K | 481.86K | 519.20K |
| Norges Bank Investment Management | — | — | — | — | — | — | — | 1.33M | — | — | — | 1.44M | — | 290.67K | — | 458.00K |
| Marshall Wace | — | — | 3.88K | 332.26K | 665.56K | 754.11K | 50.45K | — | — | 318.87K | 492.51K | 326.79K | 1.30M | 1.84M | 78.30K | 376.88K |