Smartsheet (SMAR)

Company Profile

smartsheet is the world’s leading saas platform for managing and automating collaborative work. over 90,000 companies, and millions of information workers, trust smartsheet to help them accelerate business execution and address the volume and velocity of today’s collaborative work. smartsheet is used by over 50% of the fortune 500 and maintains rich data integrations with mission-critical applications from microsoft, google, salesforce, atlassian, and many others.

Company profile

Ticker

SMAR

Exchange

NYSE

Website

www.smartsheet.com/

CEO

Mark Mader

Incorporated

Washington

Location

Washington

Fiscal year end

Jan 31

Sector

Information > Software Publishers

Industry (SIC)

Services - Prepackaged Software

Microsoft • Oracle • Mobileye Global • Activision Blizzard • Gen Digital • Vmware • Adobe • Salesforce • BlackBerry • Ceridian HCM Holding ...

Former names

SMARTSHEET.COM INC

SEC CIK

0001366561

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Artefact Product Group, LLC • Brandfolder, Inc. • On Brand Holdings Inc • On Brand Australia Pty Ltd • On Brand Investments Pty Ltd • On Brand Investments Ltd • Smartsheet Australia Pty Ltd • Smartsheet Costa Rica Ltda. • Smartsheet Germany GmbH • Smartsheet Japan K.K. ...

IRS number

202954357

SMAR stock data

1M 1Y 5Y

Latest filings (excl ownership)

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8 Sep 23

Smartsheet Inc. Announces Second Quarter Fiscal Year 2024 Results

7 Sep 23

8-K

Smartsheet Names Khozema Shipchandler to Board of Directors

26 Jun 23

8-K

Submission of Matters to a Vote of Security Holders

8 Jun 23

Smartsheet Inc. Announces First Quarter Fiscal Year 2024 Results

7 Jun 23

DEFA14A

Additional proxy soliciting materials

3 May 23

Annual report to shareholders

3 May 23

S-8

Registration of securities for employees

22 Mar 23

Transcripts

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SMAR

Earnings call transcript

2024 Q2

7 Sep 24

SMAR

Earnings call transcript

2024 Q1

7 Jun 23

SMAR

Earnings call transcript

2023 Q4

13 Mar 23

SMAR

Earnings call transcript

2023 Q3

2 Dec 22

SMAR

Earnings call transcript

2023 Q2

2 Sep 22

SMAR

Earnings call transcript

2023 Q1

8 Jun 22

SMAR

Earnings call transcript

2022 Q4

16 Mar 22

SMAR

Earnings call transcript

2022 Q3

3 Dec 21

SMAR

Earnings call transcript

2022 Q2

8 Sep 21

SMAR

Earnings call transcript

2022 Q1

3 Jun 21

Latest ownership filings

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Michael Arntz

29 Sep 23

144

Notice of proposed sale of securities

Notice of proposed sale of securities

Notice of proposed sale of securities

22 Sep 23

144

Notice of proposed sale of securities

Financial summary

Financial statements Chart SMAR financial data

Quarter (USD)	Jul 23	Apr 23	Jan 23	Oct 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jan 23	Jan 22	Jan 21	Jan 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	237.80 mm	237.80 mm	237.80 mm	237.80 mm	237.80 mm	237.80 mm
Cash burn (monthly)	19.25 mm	(no burn)	12.05 mm	12.94 mm	(no burn)	(no burn)
Cash used (since last report)	38.33 mm	n/a	23.99 mm	25.75 mm	n/a	n/a
Cash remaining	199.47 mm	n/a	213.81 mm	212.04 mm	n/a	n/a
Runway (months of cash)	10.4	n/a	17.7	16.4	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Smartsheet earnings reports.

Institutional ownership, Q2 2023

SMAR institutional ownership history Ownership history

87.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	337	351	-4.0%
Opened positions	52	68	-23.5%
Closed positions	66	36	+83.3%
Increased positions	129	123	+4.9%
Reduced positions	101	108	-6.5%

13F shares	Current	Prev Q	Change
Total value	4.54 tn	5.58 tn	-18.7%
Total shares	118.79 mm	117.05 mm	+1.5%
Total puts	427.60 k	174.30 k	+145.3%
Total calls	1.22 mm	762.70 k	+60.3%
Total put/call ratio	0.3	0.2	+53.1%

Largest owners	Shares	Value	Change
Capital World Investors	15.85 mm	$606.35 bn	+8.6%
Vanguard	13.05 mm	$499.13 bn	+4.2%
BLK Blackrock	7.04 mm	$269.53 bn	+1.9%
Brown Capital Management	6.36 mm	$243.49 bn	+5.7%
North Peak Capital Management	3.59 mm	$137.31 bn	-20.8%
Capital Research Global Investors	3.56 mm	$136.12 bn	+3.7%
Alliancebernstein	3.39 mm	$129.76 bn	-3.5%
Dorsey Asset Management	3.28 mm	$125.52 bn	-9.8%
Westfield Capital Management	2.60 mm	$99.31 bn	+85.1%
Alkeon Capital Management	2.25 mm	$85.94 bn	-7.9%

Largest transactions	Shares	Bought/sold	Change
IVZ Invesco	199.00 k	-2.27 mm	-91.9%
Champlain Investment Partners	2.15 mm	+1.39 mm	+183.8%
Capital World Investors	15.85 mm	+1.26 mm	+8.6%
Westfield Capital Management	2.60 mm	+1.19 mm	+85.1%
Polar Capital	0.00	-1.03 mm	EXIT
Jacobs Levy Equity Management	1.07 mm	+1.01 mm	+1679.3%
North Peak Capital Management	3.59 mm	-944.84 k	-20.8%
Schonfeld Strategic Advisors	0.00	-818.76 k	EXIT
Lord, Abbett & Co.	0.00	-693.84 k	EXIT
Voya Investment Management	2.25 mm	+683.40 k	+43.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SMAR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
28 Sep 23	Arntz Michael	Class A Common Stock	Sell	Dispose S	No	Yes	40.04	921	36.88 k	13,129
28 Sep 23	Arntz Michael	Class A Common Stock	Option exercise	Acquire M	No	No	2.72	921	2.51 k	14,050
28 Sep 23	Arntz Michael	Stock Option (right to buy Class A Common Stock) Class A Common Stock	Option exercise	Dispose M	No	No	2.72	921	2.51 k	215,159
25 Sep 23	Mader Mark Patrick	Class A Common Stock	Sell	Dispose S	No	Yes	39.31	21,120	830.23 k	579,826
25 Sep 23	Mader Mark Patrick	Class A Common Stock	Option exercise	Acquire M	No	No	0.98	51,654	50.62 k	600,946
25 Sep 23	Mader Mark Patrick	Stock Option (right to buy Class A Common Stock) Class A Common Stock	Option exercise	Dispose M	No	No	0.98	51,654	50.62 k	0
22 Sep 23	Arntz Michael	Class A Common Stock	Sell	Dispose S	No	Yes	40.3	78	3.14 k	13,129
22 Sep 23	Arntz Michael	Class A Common Stock	Sell	Dispose S	No	Yes	39.727	12,540	498.18 k	13,207
22 Sep 23	Arntz Michael	Class A Common Stock	Option exercise	Acquire M	No	No	2.72	6,393	17.39 k	25,747
22 Sep 23	Arntz Michael	Stock Option (right to buy Class A Common Stock) Class A Common Stock	Option exercise	Dispose M	No	No	2.72	6,393	17.39 k	216,080