Balyasny Asset Management
SMAR

Balyasny Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Balyasny Asset Management’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
-1,742,268
Closed -$97.6M – 3418
2024
Q4 		$97.6M Buy
1,742,268
+1,553,612
+824% +$86.9M 0.15% 157
2024
Q3 		$10.4M Sell
188,656
-8,224
-4% -$399K 0.02% 922
2024
Q2 		$8.68M Sell
196,880
-150,996
-43% -$6.02M 0.02% 949
2024
Q1 		$13.4M Buy
347,876
+291,338
+515% +$12.7M 0.02% 808
2023
Q4 		$2.7M Buy
56,538
+48,739
+625% +$2.08M 0.01% 1356
2023
Q3 		$316K Sell
7,799
-68,618
-90% -$2.82M ﹤0.01% 1895
2023
Q2 		$2.92M Buy
76,417
+68,324
+844% +$2.95M 0.01% 1247
2023
Q1 		$387K Buy
+8,093
New +$352K ﹤0.01% 2025
2022
Q2 		– Sell
-348,176
Closed -$19.1M – 3277
2022
Q1 		$19.1M Sell
348,176
-349,425
-50% -$20M 0.06% 435
2021
Q4 		$54M Buy
+697,601
New +$48.7M 0.18% 119
2021
Q3 		– Sell
-245,440
Closed -$17.8M – 2517
2021
Q2 		$17.8M Buy
+245,440
New +$15.3M 0.08% 321

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 $59.2B AUM 26.02% 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 $8.31B AUM 21.94% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Balyasny Asset Management's SMAR Position: Q1 2025 in Review

Balyasny Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1,742,268 shares — an estimated $97.6M sold.

Balyasny Asset Management first reported a position in SMAR in Q2 2021 and held it in 11 quarters. The position peaked at $97.6M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Balyasny Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 1,742,268 Smartsheet Inc. shares in Q1 2025, an estimated $97.6M.
  • Balyasny Asset Management first reported a position in Smartsheet Inc. in Q2 2021 and held it in 11 quarters.
  • Balyasny Asset Management's Smartsheet Inc. position peaked at $97.6M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Balyasny Asset Management's 13F filing for Q1 2025, filed 15 May 2025.