Barclays
SMAR

Barclays’s Smartsheet Inc. SMAR Stock Holding History

Barclays’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
-815,954
Closed -$45.7M – 5673
2024
Q4 		$45.7M Buy
815,954
+278,546
+52% +$15.6M 0.01% 703
2024
Q3 		$29.8M Buy
537,408
+356,624
+197% +$17.3M 0.01% 878
2024
Q2 		$7.97M Buy
180,784
+85,130
+89% +$3.39M ﹤0.01% 1290
2024
Q1 		$3.68M Buy
95,654
+3,242
+4% +$141K ﹤0.01% 2061
2023
Q4 		$4.42M Sell
92,412
-3,782
-4% -$161K ﹤0.01% 2214
2023
Q3 		$3.89M Buy
96,194
+16,993
+21% +$697K ﹤0.01% 1484
2023
Q2 		$3.03M Buy
79,201
+18,573
+31% +$803K ﹤0.01% 1628
2023
Q1 		$2.9M Buy
60,628
+43,524
+254% +$1.89M ﹤0.01% 1925
2022
Q4 		$673K Sell
17,104
-51,893
-75% -$1.77M ﹤0.01% 3103
2022
Q3 		$2.37M Buy
68,997
+48,822
+242% +$1.65M ﹤0.01% 1633
2022
Q2 		$634K Buy
20,175
+16,187
+406% +$671K ﹤0.01% 2688
2022
Q1 		$218K Sell
3,988
-52,169
-93% -$2.98M ﹤0.01% 3367
2021
Q4 		$4.35M Buy
56,157
+15,490
+38% +$1.08M ﹤0.01% 1812
2021
Q3 		$2.8M Buy
40,667
+32,666
+408% +$2.4M ﹤0.01% 2072
2021
Q2 		$579K Buy
8,001
+410
+5% +$25.6K ﹤0.01% 2999
2021
Q1 		$485K Buy
7,591
+4,110
+118% +$288K ﹤0.01% 3198
2020
Q4 		$241K Sell
3,481
-12,650
-78% -$741K ﹤0.01% 3660
2020
Q3 		$798K Sell
16,131
-23,992
-60% -$1.16M ﹤0.01% 2880
2020
Q2 		$2.04M Sell
40,123
-57,888
-59% -$2.95M ﹤0.01% 2105
2020
Q1 		$4.07M Buy
98,011
+54,494
+125% +$2.47M ﹤0.01% 1650
2019
Q4 		$1.96M Sell
43,517
-29,166
-40% -$1.21M ﹤0.01% 3021
2019
Q3 		$2.62M Buy
72,683
+18,468
+34% +$880K ﹤0.01% 2533
2019
Q2 		$2.62M Buy
54,215
+51,429
+1,846% +$2.19M ﹤0.01% 2593
2019
Q1 		$114K Sell
2,786
-2,408
-46% -$83.3K ﹤0.01% 5261
2018
Q4 		$129K Sell
5,194
-2,947
-36% -$73.3K ﹤0.01% 4880
2018
Q3 		$254K Sell
8,141
-1,155
-12% -$30.8K ﹤0.01% 4816
2018
Q2 		$241K Buy
+9,296
New +$221K ﹤0.01% 4559

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

Barclays's SMAR Position: Q1 2025 in Review

Barclays sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 815,954 shares — an estimated $45.7M sold.

Barclays first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $45.7M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Barclays reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Barclays sold 815,954 Smartsheet Inc. shares in Q1 2025, an estimated $45.7M.
  • Barclays first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • Barclays's Smartsheet Inc. position peaked at $45.7M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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