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Security record · archived quarter

SMAR

Smartsheet Inc. · Technology · Software - Application

56.47 0.0% mkt cap $7.91B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q4 2024 Q3 2024 Q2 2024
14Tracked holders
-2Δ holders
10.93MShares held
$604.93MReported value
+1New positions
−3Exits
Strongly Falling Conviction score 17/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -12.5% · share flow -30.0% · net new positions -14.3%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q4 2024 15 0 13.21M $740.15M
Q3 2024 14 -2 10.93M $604.93M +1 −3
Q2 2024 16 16.66M $733.97M
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 2.23M +2.4% $123.54M 0.0% ▲ Add 2 SEC ↗
2 Geode Capital Management (passive) 2.23M +2.4% $123.54M 0.0% ▲ Add 2 SEC ↗
3 Capital World Investors 2.16M -69.5% $119.68M 0.0% ▼ Trim 2 SEC ↗
4 Millennium Management 1.87M +102.4% $103.76M 0.1% ▲ Add 2 SEC ↗
5 AQR Capital Management 1.70M +25.7% $93.87M 0.1% ▲ Add 2 SEC ↗
6 AQR Capital Management 1.70M +25.7% $93.87M 0.1% ▲ Add 2 SEC ↗
7 AQR Capital Management 1.70M +25.7% $93.87M 0.1% ▲ Add 2 SEC ↗
8 T. Rowe Price 944.12K -2.1% $52.27M 0.0% ▼ Trim 2 SEC ↗
9 T. Rowe Price 944.12K -2.1% $52.27M 0.0% ▼ Trim 2 SEC ↗
10 Renaissance Technologies 788.21K -4.1% $43.64M 0.1% ▼ Trim 2 SEC ↗
11 Norges Bank (passive) 383.92K +32.1% $21.25M 0.0% ▲ Add 2 SEC ↗
12 Citadel Advisors 372.63K +41.5% $20.63M 0.0% ▲ Add 2 SEC ↗
13 Citadel Advisors 372.63K +41.5% $20.63M 0.0% ▲ Add 2 SEC ↗
14 Arrowstreet Capital 181.65K -26.4% $10.06M 0.0% ▼ Trim 2 SEC ↗
15 D. E. Shaw & Co. 161.22K -60.8% $8.93M 0.0% ▼ Trim 2 SEC ↗
16 Marshall Wace 78.30K -95.7% $4.33M 0.0% ▼ Trim 2 SEC ↗
17 Marshall Wace 78.30K -95.7% $4.33M 0.0% ▼ Trim 2 SEC ↗
18 Marshall Wace 78.30K -95.7% $4.33M 0.0% ▼ Trim 2 SEC ↗
19 Gotham Asset Management 34.07K +80.8% $1.89M 0.0% ▲ Add 2 SEC ↗
20 Two Sigma Investments 14.30K -53.4% $791,648 0.0% ▼ Trim 2 SEC ↗
21 GAMCO Investors 5.40K New $298,944 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

GAMCO Investors $298,944 0.0%

Exited

Point72 Asset Management $6.86M was 0.0%
Adage Capital Partners $3.31M was 0.0%
Wellington Management $290,752 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 1 shares, $56 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2024 · Methodology · Get this via the API