Stock ownership · SEC 13F · Q4 2024

SMARTSHEET INC

A breakdown of SMARTSHEET INC's institutional base (CUSIP 83200N103): the holders, the concentration among them, and what changed last quarter.

$89.5M
Reported value
2
Institutions
100%
Top-5 share

The verdict

$89.5M of SMARTSHEET INC is reported by 2 institutions as of Q4 2024; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$89.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 83200N103 · Q4 2024 $89M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $89.5M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - SMARTSHEET INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a SMARTSHEET INC position has risen from 1 to 2 over the last 4 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q4'24 2
Distinct 13F filers holding SMARTSHEET INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Polar Asset Management Partners Inc. 1,495,000 $83.8M 93.6%
2 CREDIT INDUSTRIEL ET COMMERCIAL 102,250 $5.7M 6.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SMARTSHEET INC's reported holders for Q4 2024, by reported value:

Sole discretion (SOLE)
93.6%
Shared-defined discretion (DFND)
6.4%

Latest Quarter Activity · Q4 2024

New positions (2)

Polar Asset Management Partners Inc. $83.8M
CREDIT INDUSTRIEL ET COMMERCIAL $5.7M

Complete exits (5)

Sanctuary Advisors, LLC exited
SYNOVUS FINANCIAL CORP (SNV, SNV-PD, SNV-PE) exited
Tidal Investments LLC exited
American Trust exited
FRANKLIN RESOURCES INC (BEN) exited

Frequently Asked Questions

How many institutions hold SMARTSHEET INC?▼
SMARTSHEET INC is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of SMARTSHEET INC?▼
Institutions report $89.5M of SMARTSHEET INC as of Q4 2024.
How concentrated is ownership of SMARTSHEET INC?▼
The top five institutional holders account for 100% of the reported institutional value in SMARTSHEET INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of SMARTSHEET INC?▼
Polar Asset Management Partners Inc. is the largest reported holder of SMARTSHEET INC with $83.8M across 1,495,000 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.