BPAMU
SMAR

BTG Pactual Asset Management US’s Smartsheet Inc. SMAR Stock Holding History

BTG Pactual Asset Management US’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
-40,000
Closed -$2.24M – 358
2024
Q4 		$2.24M Buy
+40,000
New +$2.24M 0.23% 100

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

BTG Pactual Asset Management US's SMAR Position: Q1 2025 in Review

BTG Pactual Asset Management US sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 40,000 shares — an estimated $2.24M sold.

BTG Pactual Asset Management US first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $2.24M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • BTG Pactual Asset Management US reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • BTG Pactual Asset Management US sold 40,000 Smartsheet Inc. shares in Q1 2025, an estimated $2.24M.
  • BTG Pactual Asset Management US first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • BTG Pactual Asset Management US's Smartsheet Inc. position peaked at $2.24M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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