Smartsheet Inc

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Smartsheet Inc
TickerSMAR
CIK #0001366561
CUSIP83200N103
SectorTechnology
IndustryServices-Computer Processing & Data Preparation
Phone8554202395
Address10500 NE 8th Street Suite 1300
Bellevue, WA 98004
Source [EDGAR]
Market Cap, 13F ($)
Business

We are the platform for enterprise achievement, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes. As of January 31, 2020, over 99,000 customers, including approximately 84,000 domain-based customers, relied on Smartsheet to implement, manage, and automate projects, processes, and initiatives across a broad array of departments and use cases.

The nature of work has changed and the majority of work is unstructured or dynamic. The growing volume and variety of information has complicated the process for executing work across teams that are increasingly multidisciplinary and geographically distributed. Unstructured or dynamic work is work that has historically been managed using a combination of email, spreadsheets, whiteboards, phone calls, and in-person meetings to communicate with team members and complete projects and processes. It is frequently changing, often ad-hoc, and highly reactive to new information. Rigid applications, such as ticketing, enterprise resource planning ("ERP"), or customer relationship management ("CRM") systems are poorly suited to manage unstructured work. For nearly 30 years, organizations have primarily relied on lightweight tools to manage dynamic or unstructured work. Reliance on these tools limits visibility and accountability, creates information silos that slow decision-making, and results in delays, errors, and suboptimal outcomes.

Business users need technology solutions they can configure and modify on their own. Today, many systems within an enterprise require IT to implement and manage them. Most tools that focus on the business user require some coding knowledge to incorporate business logic for workflows, integrate data from third-party systems, and adapt to changing business needs.

CIK Filing 2011 - 2023
[0001366561] 10-K
[0001366561] 10-Q
[0001366561] 3
[0001366561] 4
[0001366561] 5
[0001366561] 8-K
[0001366561] D
[0001366561] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
BlackRock Inc Smartsheet Inc [2023-02-03] 5.1
Brown Capital Management LLC Smartsheet Inc [2020-10-09] 5.13
Vanguard Group Inc Smartsheet Inc [2020-02-11] 7.52
Capital World Investors Smartsheet Inc [2019-11-08] 10.8
Madrona Venture Fund III L P Smartsheet Inc [2019-04-30] 29.8
Morgan Stanley Smartsheet Inc [2019-03-07] 10.0
FREI Brent Smartsheet Inc [2019-02-14] 14.3
Insight Venture Partners VII LP Smartsheet Inc [2019-02-14] 23.5
Smartsheet Inc Smartsheet Inc [2019-02-14] 14.3
JPMorgan Chase & Co Smartsheet Inc [2019-01-14] 6.2
Whale Rock Capital Management LLC Smartsheet Inc [2018-12-28] 5.66
12 West Capital Management LP Smartsheet Inc [2018-10-29] 5.4
Smallcap World Fund Inc Smartsheet Inc [2018-07-17] 15.9
Alkeon Capital Management LLC Smartsheet Inc [2018-07-10] 13.3
Capital World Investors Smartsheet Inc [2018-05-10] 19.9
Form 3/4/5 Filer 2011 - 2023
Marshall Jolene Lau
Smartsheet Inc
Godbole Pete
Branstetter Stephen Robert
Mader Mark Patrick
Bennett Andrew Lee
Garg Praerit
Arntz Michael
Abdullah Alissa Jamese
McIlwain Matthew S
Barker Geoffrey T
Gregoire Michael P
Hansen Megan
Gomez Elena
Trollope Rowan M
Durkin Dennis M
FREI Brent
Yesil Magdalena
White James N
Porrini Paul
Farrell Eugene
Griffin Anna
Hamilton Kara
Ceran Jennifer
Madrona Venture Fund III-A LP
Madrona Venture Fund IV-A, LP
Madrona Venture Fund III L P
Madrona Investment Partners III
Madrona Venture Fund IV, LP
Insight Venture Partners (Cayman) VII, L.P.
Insight Venture Associates Coinvestment II, L.P.
Insight Venture Associates VII, L.P.
Insight Venture Associates VII, Ltd.
Insight Venture Partners Coinvestment Fund II, L.P.
Insight Venture Partners (Delaware) VII, L.P.
Insight Holdings Group, LLC
Insight Venture Partners VII, L.P.
Insight Venture Partners VII (Co-Investors), L.P.
IVP (Venice), L.P.
Hinkle Ryan
Lientz Andrew
Shares Owned of Total
Firm Period DFND Voting Shares
Capital World Investors [2023-03-31] DFND 14,591,666.0 14,591,666.0
Vanguard Group Inc [2023-03-31] SOLE 0.0 12,329,913.0
BlackRock Inc. [2023-03-31] SOLE 6,662,940.0 6,913,675.0
Brown Capital Management LLC [2023-03-31] SOLE 4,037,903.0 6,020,120.0
North Peak Capital Management LLC [2023-03-31] SOLE 3,897,560.0 4,533,611.0
AllianceBernstein LP [2023-03-31] DFND 3,211,805.0 3,514,518.0
Capital Research Global Investors [2023-03-31] DFND 3,431,608.0 3,431,608.0
Dorsey Asset Management LLC [2023-03-31] SOLE 3,421,117.0 3,421,117.0
Eminence Capital LP [2023-03-31] SOLE 2,685,591.0 2,685,591.0
Invesco Ltd. [2023-03-31] DFND 0.0 2,469,869.0
State Street Corp [2023-03-31] DFND 1,821,606.0 2,103,608.0
Alkeon Capital Management LLC [2023-03-31] SOLE 2,046,607.0 2,046,607.0
First Trust Advisors LP [2023-03-31] SOLE 1,862,232.0 1,862,232.0
Geode Capital Management LLC [2023-03-31] DFND 1,786,297.0 1,786,297.0
Dorsal Capital Management LLC [2023-03-31] SOLE 1,750,000.0 1,750,000.0
ArrowMark Colorado Holdings LLC [2023-03-31] SOLE 1,683,413.0 1,683,413.0
12 West Capital Management LP [2023-03-31] SOLE 1,647,283.0 1,647,283.0
JPMorgan Chase & Co [2023-03-31] DFND 1,363,886.0 1,645,531.0
Millennium Management LLC [2023-03-31] SOLE 1,612,461.0 1,612,461.0
Keenan Capital LLC [2023-03-31] SOLE 1,584,581.0 1,584,581.0
Voya Investment Management LLC [2023-03-31] DFND 0.0 1,562,013.0
Westfield Capital Management Co LP [2023-03-31] SOLE 1,190,753.0 1,402,413.0
TimesSquare Capital Management LLC [2023-03-31] SOLE 1,200,006.0 1,394,381.0
Goldman Sachs Group Inc [2023-03-31] DFND 1,209,168.0 1,271,541.0
Ameriprise Financial Inc [2023-03-31] DFND 0.0 1,246,539.0
Morgan Stanley [2023-03-31] DFND 913,027.0 1,125,923.0
Charles Schwab Investment Management Inc [2023-03-31] SOLE 1,101,147.0 1,101,147.0
New York State Common Retirement Fund [2023-03-31] SOLE 1,034,050.0 1,034,050.0
Polar Capital Holdings Plc [2023-03-31] DFND 1,032,089.0 1,032,089.0
Citadel Advisors LLC [2023-03-31] DFND 976,431.0 976,431.0
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