Canada Pension Plan Investment Board
SMAR

Canada Pension Plan Investment Board’s Smartsheet Inc. SMAR Stock Holding History

Canada Pension Plan Investment Board’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
-310,500
Closed -$17.4M – 1522
2024
Q4 		$17.4M Hold
310,500
– – 0.02% 493
2024
Q3 		$17.2M Sell
310,500
-47,600
-13% -$2.31M 0.02% 477
2024
Q2 		$15.8M Buy
358,100
+172,000
+92% +$6.86M 0.02% 491
2024
Q1 		$7.16M Buy
186,100
+38,100
+26% +$1.66M 0.01% 656
2023
Q4 		$7.08M Buy
148,000
+18,100
+14% +$771K 0.01% 588
2023
Q3 		$5.26M Buy
129,900
+89,800
+224% +$3.69M 0.01% 591
2023
Q2 		$1.53M Sell
40,100
-31,300
-44% -$1.35M ﹤0.01% 763
2023
Q1 		$3.41M Sell
71,400
-6,420
-8% -$279K 0.01% 669
2022
Q4 		$3.06M Buy
77,820
+11,500
+17% +$392K 0.01% 635
2022
Q3 		$2.28M Buy
66,320
+45,700
+222% +$1.55M ﹤0.01% 675
2022
Q2 		$648K Buy
20,620
+9,900
+92% +$410K ﹤0.01% 903
2022
Q1 		$587K Buy
10,720
+7,604
+244% +$434K ﹤0.01% 911
2021
Q4 		$241K Sell
3,116
-7,344
-70% -$513K ﹤0.01% 1217
2021
Q3 		$720K Sell
10,460
-99,631
-90% -$7.33M ﹤0.01% 1073
2021
Q2 		$7.96M Buy
+110,091
New +$6.87M 0.01% 576
2020
Q3 		– Sell
-132,461
Closed -$6.75M – 1392
2020
Q2 		$6.75M Buy
+132,461
New +$6.74M 0.01% 468
2019
Q2 		– Sell
-551,010
Closed -$22.5M – 1516
2019
Q1 		$22.5M Buy
551,010
+475,535
+630% +$16.4M 0.04% 353
2018
Q4 		$1.88M Buy
+75,475
New +$1.88M ﹤0.01% 982

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 $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Canada Pension Plan Investment Board's SMAR Position: Q1 2025 in Review

Canada Pension Plan Investment Board sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 310,500 shares — an estimated $17.4M sold.

Canada Pension Plan Investment Board first reported a position in SMAR in Q4 2018 and held it in 18 quarters. The position peaked at $22.5M in Q1 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Canada Pension Plan Investment Board reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Canada Pension Plan Investment Board sold 310,500 Smartsheet Inc. shares in Q1 2025, an estimated $17.4M.
  • Canada Pension Plan Investment Board first reported a position in Smartsheet Inc. in Q4 2018 and held it in 18 quarters.
  • Canada Pension Plan Investment Board's Smartsheet Inc. position peaked at $22.5M in Q1 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Canada Pension Plan Investment Board's 13F filing for Q1 2025, filed 15 May 2025.