Smartsheet Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:3SE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
23 Sep 24	Buy€508,281	Abu Dhabi Investment Authority	Company	10,785	€47.13
20 Sep 24	Sell€2,901,577	Abu Dhabi Investment Authority	Company	61,291	€47.34
28 Jun 24	Sell€177,105	Stephen Branstetter	Individual	4,272	€41.46
11 Jun 24	Sell€170,872	Stephen Branstetter	Individual	4,174	€40.94
27 Mar 24	Sell€89,614	Stephen Branstetter	Individual	2,537	€35.32

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 3SE?
Owner Type	Number of Shares	Ownership Percentage
State or Government	65,824	0.047%
Individual Insiders	1,970,903	1.41%
General Public	12,414,416	8.87%
Institutions	125,550,626	89.7%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.7%.

Top Shareholders

Top 25 shareholders own 56.97% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.91%	The Vanguard Group, Inc.	13,870,004	€744.5m	-2.18%	0.01%
6.05%	BlackRock, Inc.	8,473,614	€454.9m	-0.13%	0.01%
4.89%	Pentwater Capital Management LP	6,843,000	€367.3m	0%	7.54%
4.62%	Vista Equity Partners Management, LLC	6,466,672	€347.1m	0%	10.57%
3.02%	Eminence Capital, LP	4,230,094	€227.1m	-0.5%	3.16%
2.75%	ArrowMark Colorado Holdings, LLC	3,854,689	€206.9m	-15%	2.78%
2.51%	Brown Capital Management, LLC	3,512,862	€188.6m	-13.9%	2.68%
2.37%	Capital Research and Management Company	3,313,776	€177.9m	-62.2%	0.01%
1.78%	State Street Global Advisors, Inc.	2,492,949	€133.8m	6.24%	0.01%
1.72%	Champlain Investment Partners, LLC	2,413,384	€129.6m	-11%	0.79%
1.67%	Fidelity International Ltd	2,334,700	€125.3m	0%	0.06%
1.59%	Geode Capital Management, LLC	2,231,050	€119.8m	2.4%	0.01%
1.36%	AQR Capital Management, LLC	1,901,154	€102.1m	42.4%	0.14%
1.35%	Hawk Ridge Capital Management LP	1,890,948	€101.5m	80.9%	4.46%
1.34%	TimesSquare Capital Management, LLC	1,881,211	€101.0m	-10.3%	1.47%
1.34%	Millennium Management LLC	1,874,274	€100.6m	101%	0.09%
1.14%	Columbia Management Investment Advisers, LLC	1,592,639	€85.5m	275%	0.02%
1.12%	Glazer Capital, LLC	1,571,060	€84.3m	0%	11.9%
1.07%	Dorsey Asset Management LLC	1,493,286	€80.2m	-39.8%	6.92%
1.02%	Beryl Capital Management LLC	1,430,572	€76.8m	0%	16.96%
0.98%	TIG Advisors, LLC	1,369,707	€73.5m	0%	6.97%
0.91%	Charles Schwab Investment Management, Inc.	1,278,665	€68.6m	1.64%	0.01%
0.88%	First Trust Capital Management L.P.	1,227,931	€65.9m	0%	6.43%
0.81%	First Trust Advisors LP	1,129,364	€60.6m	6.7%	0.05%
0.77%	JP Morgan Asset Management	1,080,191	€58.0m	-19.2%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 18:47
End of Day Share Price	2024/12/20 00:00
Earnings	2024/10/31
Annual Earnings	2024/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Smartsheet Inc. is covered by 32 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ishan Majumdar	Baptista Research
Ryan MacWilliams	Barclays
Keith Bachman	BMO Capital Markets Equity Research