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
2023 Q1	–	Sell	-112,500	Closed	-$4.43M	–	3255
2022 Q4	$4.43M	Buy	+112,500	New	+$3.83M	0.01%	1083
2020 Q1	–	Sell	-210,000	Closed	-$9.43M	–	1597
2019 Q4	$9.43M	Buy	+210,000	New	+$8.68M	0.06%	439

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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.