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
2021
Q1 		– Sell
-30,000
Closed -$2.08M – 5293
2020
Q4 		$2.08M Hold
30,000
– – ﹤0.01% 2203
2020
Q3 		$1.48M Buy
+30,000
New +$1.45M ﹤0.01% 2365
2019
Q4 		– Sell
-150,000
Closed -$5.41M – 6899
2019
Q3 		$5.41M Buy
+150,000
New +$7.14M ﹤0.01% 1785

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

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.