Amundi
SMAR

Amundi’s Smartsheet Inc. SMAR Stock Holding History

Amundi’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-288,563
Closed -$16.2M – 2272
2024
Q4 		$16.2M Buy
288,563
+141,664
+96% +$7.93M 0.01% 756
2024
Q3 		$8.17M Buy
146,899
+64,625
+79% +$3.13M ﹤0.01% 895
2024
Q2 		$3.56M Sell
82,274
-21,662
-21% -$863K ﹤0.01% 1012
2024
Q1 		$3.89M Sell
103,936
-10,087
-9% -$440K ﹤0.01% 1016
2023
Q4 		$5.35M Sell
114,023
-8,866
-7% -$378K ﹤0.01% 969
2023
Q3 		$5.14M Sell
122,889
-43,133
-26% -$1.77M ﹤0.01% 978
2023
Q2 		$6.39M Buy
166,022
+115,102
+226% +$4.98M ﹤0.01% 933
2023
Q1 		$2.34M Sell
50,920
-39,741
-44% -$1.73M ﹤0.01% 1131
2022
Q4 		$3.58M Sell
90,661
-137,277
-60% -$4.68M ﹤0.01% 1076
2022
Q3 		$8.56M Buy
+227,938
New +$7.72M 0.01% 862

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Amundi's SMAR Position: Q1 2025 in Review

Amundi sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 288,563 shares — an estimated $16.2M sold.

Amundi first reported a position in SMAR in Q3 2022 and held it in 10 quarters. The position peaked at $16.2M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Amundi reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Amundi sold 288,563 Smartsheet Inc. shares in Q1 2025, an estimated $16.2M.
  • Amundi first reported a position in Smartsheet Inc. in Q3 2022 and held it in 10 quarters.
  • Amundi's Smartsheet Inc. position peaked at $16.2M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Amundi's 13F filing for Q1 2025, filed 15 May 2025.