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
2020
Q4 		– Sell
-55,000
Closed -$2.72M – 5199
2020
Q3 		$2.72M Hold
55,000
– – ﹤0.01% 1854
2020
Q2 		$2.8M Buy
+55,000
New +$2.8M ﹤0.01% 1811

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.