Smartsheet Ownership
| SMAR Stock | USD 56.07 0.08 0.14% |
Shares in Circulation | First Issued 2017-06-30 | Previous Quarter 137 M | Current Value 141 M | Avarage Shares Outstanding 104.9 M | Quarterly Volatility 41.1 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Smartsheet |
Smartsheet Stock Ownership Analysis
About 90.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.42. Smartsheet recorded a loss per share of 0.32. The entity had not issued any dividends in recent years. The firm had a split on the 20th of June 2005. Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company was incorporated in 2005 and is based in Bellevue, Washington. Smartsheet Inc operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. It employs 3290 people. To find out more about Smartsheet contact Mark Mader at 844 324 2360 or learn more at https://www.smartsheet.com.Besides selling stocks to institutional investors, Smartsheet also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Smartsheet's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Smartsheet's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Smartsheet Quarterly Liabilities And Stockholders Equity |
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Smartsheet Insider Trades History
Roughly 3.0% of Smartsheet are currently held by insiders. Unlike Smartsheet's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Smartsheet's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Smartsheet's insider trades
Smartsheet Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Smartsheet is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Smartsheet backward and forwards among themselves. Smartsheet's institutional investor refers to the entity that pools money to purchase Smartsheet's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Capital World Investors | 2024-09-30 | 2.2 M | Hawk Ridge Management Llc | 2024-09-30 | 1.9 M | Timessquare Capital Management, Llc | 2024-09-30 | 1.9 M | Marshall Wace Asset Management Ltd | 2024-06-30 | 1.8 M | Glazer Capital, Llc | 2024-09-30 | 1.6 M | Dorsey Asset Management, Llc | 2024-09-30 | 1.5 M | Jpmorgan Chase & Co | 2024-06-30 | 1.5 M | Test Hedge Fund Mgmt | 2024-09-30 | 1.4 M | Aqr Capital Management Llc | 2024-06-30 | 1.3 M | Vanguard Group Inc | 2024-09-30 | 13.9 M | Blackrock Inc | 2024-06-30 | 8.5 M |
Smartsheet Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Smartsheet insiders, such as employees or executives, is commonly permitted as long as it does not rely on Smartsheet's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Smartsheet insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Smartsheet Outstanding Bonds
Smartsheet issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Smartsheet uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Smartsheet bonds can be classified according to their maturity, which is the date when Smartsheet has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Smartsheet Corporate Filings
F4 | 19th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 14th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 4th of November 2024 Other Reports | ViewVerify | |
| 28th of October 2024 Other Reports | ViewVerify |
Pair Trading with Smartsheet
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Smartsheet position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Smartsheet will appreciate offsetting losses from the drop in the long position's value.Moving together with Smartsheet Stock
| 0.74 | U | Unity Software Trending | PairCorr |
| 0.8 | BL | Blackline | PairCorr |
| 0.85 | DT | Dynatrace Holdings LLC Sell-off Trend | PairCorr |
Moving against Smartsheet Stock
| 0.74 | VERB | VERB TECHNOLOGY PANY Trending | PairCorr |
| 0.73 | EGAN | eGain | PairCorr |
| 0.7 | VCSA | Vacasa Inc | PairCorr |
| 0.6 | DMAN | Innovativ Media Group | PairCorr |
The ability to find closely correlated positions to Smartsheet could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Smartsheet when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Smartsheet - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Smartsheet to buy it.
The correlation of Smartsheet is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Smartsheet moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Smartsheet moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Smartsheet can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Smartsheet Stock Analysis
When running Smartsheet's price analysis, check to measure Smartsheet's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Smartsheet is operating at the current time. Most of Smartsheet's value examination focuses on studying past and present price action to predict the probability of Smartsheet's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Smartsheet's price. Additionally, you may evaluate how the addition of Smartsheet to your portfolios can decrease your overall portfolio volatility.