Smartsheet (SMAR)

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 3M 6M 1Y

Latest filings (excl ownership)

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S-8 POS

Registration of securities for employees (post-effective amendment)

22 Jan 25

S-8 POS

Registration of securities for employees (post-effective amendment)

22 Jan 25

S-8 POS

Registration of securities for employees (post-effective amendment)

22 Jan 25

S-8 POS

Registration of securities for employees (post-effective amendment)

22 Jan 25

S-8 POS

Registration of securities for employees (post-effective amendment)

22 Jan 25

S-8 POS

Registration of securities for employees (post-effective amendment)

22 Jan 25

S-8 POS

Registration of securities for employees (post-effective amendment)

Additional proxy soliciting materials

22 Jan 25

8-K

Blackstone and Vista Equity Partners Complete Acquisition of Smartsheet

22 Jan 25

Transcripts

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SMAR

Earnings call transcript

2025 Q2

5 Sep 24

SMAR

Earnings call transcript

2025 Q1

5 Jun 24

SMAR

Earnings call transcript

2024 Q4

14 Mar 24

SMAR

Earnings call transcript

2024 Q3

7 Dec 23

SMAR

Earnings call transcript

2024 Q2

7 Sep 23

SMAR

Earnings call transcript

2024 Q2

7 Sep 23

SMAR

Earnings call transcript

2024 Q1

7 Jun 23

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

Latest ownership filings

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SC 13G/A

Pentwater Capital Management LP

15 May 25

SC 13G

Pentwater Capital Management LP

Financial summary

Financial statements Chart SMAR financial data

Quarter (USD)	Oct 24	Jul 24	Apr 24	Jan 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jan 24	Jan 23	Jan 22	Jan 21
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)	454.51 mm	454.51 mm	454.51 mm	454.51 mm	454.51 mm	454.51 mm
Cash burn (monthly)	(no burn)	(no burn)	(no burn)	2.60 mm	(no burn)	(no burn)
Cash used (since last report)	n/a	n/a	n/a	17.46 mm	n/a	n/a
Cash remaining	n/a	n/a	n/a	437.04 mm	n/a	n/a
Runway (months of cash)	n/a	n/a	n/a	168.0	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Smartsheet earnings reports.

Institutional ownership, Q4 2024

SMAR institutional ownership history Ownership history

96.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	370	416	-11.1%
Opened positions	68	111	-38.7%
Closed positions	114	90	+26.7%
Increased positions	145	129	+12.4%
Reduced positions	104	125	-16.8%

13F shares	Current	Prev Q	Change
Total value	6.73 tn	6.44 tn	+4.4%
Total shares	135.10 mm	128.92 mm	+4.8%
Total puts	1.19 mm	2.56 mm	-53.6%
Total calls	1.74 mm	2.21 mm	-21.4%
Total put/call ratio	0.7	1.2	-41.0%

Largest owners	Shares	Value	Change
Vanguard	14.24 mm	$797.63 bn	+2.6%
BlackRock	9.76 mm	$546.75 bn	+15.2%
Pentwater Capital Management	8.95 mm	$501.47 bn	+30.8%
UBS UBS	7.71 mm	$431.94 bn	+4136.8%
Smith Robert F	6.47 mm	$358.71 mm	0.0%
Vista Equity Partners Management	6.47 mm	$362.33 bn	0.0%
Glazer Capital	3.73 mm	$208.71 mm	+137.1%
FIL	3.12 mm	$174.59 bn	+33.5%
Aqr Capital Management	3.09 mm	$173.12 bn	+82.3%
STT State Street	2.63 mm	$147.51 bn	+5.6%

Largest transactions	Shares	Bought/sold	Change
UBS UBS	7.71 mm	+7.53 mm	+4136.8%
Eminence Capital	0.00	-4.23 mm	EXIT
ArrowMark Colorado	1.03 mm	-2.83 mm	-73.3%
Brown Capital Management	967.22 k	-2.55 mm	-72.5%
Glazer Capital	3.73 mm	+2.15 mm	+137.1%
Capital World Investors	8.82 k	-2.15 mm	-99.6%
Pentwater Capital Management	8.95 mm	+2.11 mm	+30.8%
TimesSquare Capital Management	0.00	-1.88 mm	EXIT
Balyasny Asset Management	1.74 mm	+1.55 mm	+823.5%
Aqr Capital Management	3.09 mm	+1.40 mm	+82.3%

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
22 Jan 25	Pete Godbole	Class A Common Stock	Sale back to company	Dispose D	No	No	56.5	59,040	3.34 mm	0
22 Jan 25	Pete Godbole	RSU Class A Common Stock	Sale back to company	Dispose D	No	No	0	46,107	0.00	0
22 Jan 25	Pete Godbole	RSU Class A Common Stock	Sale back to company	Dispose D	No	No	0	27,893	0.00	0
22 Jan 25	Pete Godbole	RSU Class A Common Stock	Sale back to company	Dispose D	No	No	0	7,050	0.00	0
22 Jan 25	Pete Godbole	Performance Stock Unit (PSU) (Class A) Class A Common Stock	Sale back to company	Dispose D	No	No	0	15,998	0.00	0
22 Jan 25	Pete Godbole	Performance Stock Unit (PSU) (Class A) Class A Common Stock	Grant	Acquire A	No	No	0	15,998	0.00	15,998
22 Jan 25	Pete Godbole	Performance Stock Unit (PSU) (Class A) Class A Common Stock	Sale back to company	Dispose D	No	No	0	10,877	0.00	0
22 Jan 25	Pete Godbole	Stock Option (right to buy Class A Common Stock) Class A Common Stock	Sale back to company	Dispose D	No	No	36.09	33,044	1.19 mm	0
22 Jan 25	Pete Godbole	Stock Option (right to buy Class A Common Stock) Class A Common Stock	Sale back to company	Dispose D	No	No	72.03	34,792	2.51 mm	0
22 Jan 25	Pete Godbole	Stock Option (right to buy Class A Common Stock) Class A Common Stock	Sale back to company	Dispose D	No	No	60.42	80,115	4.84 mm	0

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.