Capital World Investors
SMAR

Capital World Investors’s Smartsheet Inc. SMAR Stock Holding History

Capital World Investors’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
-8,825
Closed -$494K – 587
2024
Q4 		$494K Sell
8,825
-2,153,108
-100% -$120M ﹤0.01% 526
2024
Q3 		$120M Sell
2,161,933
-4,927,817
-70% -$239M 0.02% 327
2024
Q2 		$313M Sell
7,089,750
-2,523,946
-26% -$101M 0.05% 240
2024
Q1 		$370M Sell
9,613,696
-876,914
-8% -$38.3M 0.06% 230
2023
Q4 		$502M Sell
10,490,610
-319,323
-3% -$13.6M 0.09% 191
2023
Q3 		$437M Sell
10,809,933
-5,038,112
-32% -$207M 0.09% 199
2023
Q2 		$606M Buy
15,848,045
+1,256,379
+9% +$54.3M 0.12% 173
2023
Q1 		$697M Buy
14,591,666
+135,656
+0.9% +$5.9M 0.14% 156
2022
Q4 		$569M Sell
14,456,010
-807,961
-5% -$27.5M 0.12% 172
2022
Q3 		$524M Buy
15,263,971
+83,796
+0.6% +$2.84M 0.12% 167
2022
Q2 		$477M Sell
15,180,175
-136,424
-0.9% -$5.65M 0.1% 191
2022
Q1 		$839M Buy
15,316,599
+1,542,891
+11% +$88.1M 0.14% 163
2021
Q4 		$1.07B Sell
13,773,708
-730,954
-5% -$51.1M 0.17% 135
2021
Q3 		$998M Buy
14,504,662
+406,264
+3% +$29.9M 0.17% 138
2021
Q2 		$1.02B Buy
14,098,398
+58,091
+0.4% +$3.63M 0.17% 140
2021
Q1 		$897M Buy
14,040,307
+62,160
+0.4% +$4.35M 0.17% 144
2020
Q4 		$969M Sell
13,978,147
-362,170
-3% -$21.2M 0.19% 128
2020
Q3 		$709M Buy
14,340,317
+103,629
+0.7% +$5M 0.16% 138
2020
Q2 		$725M Sell
14,236,688
-125,972
-0.9% -$6.41M 0.18% 128
2020
Q1 		$596M Buy
14,362,660
+777,879
+6% +$35.3M 0.17% 130
2019
Q4 		$610M Buy
13,584,781
+8,508,843
+168% +$352M 0.14% 150
2019
Q3 		$183M Buy
5,075,938
+1,513,354
+42% +$72.1M 0.04% 249
2019
Q2 		$172M Buy
3,562,584
+84
+0% +$3.57K 0.04% 259
2019
Q1 		$145M Buy
3,562,500
+715,000
+25% +$24.7M 0.04% 269
2018
Q4 		$70.8M Buy
2,847,500
+1,686,397
+145% +$41.9M 0.02% 313
2018
Q3 		$36.3M Sell
1,161,103
-738,500
-39% -$19.7M 0.01% 407
2018
Q2 		$49.3M Buy
+1,899,603
New +$45.2M 0.01% 369

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

Capital World Investors's SMAR Position: Q1 2025 in Review

Capital World Investors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 8,825 shares — an estimated $494K sold.

Capital World Investors first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $1.07B in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Capital World Investors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Capital World Investors sold 8,825 Smartsheet Inc. shares in Q1 2025, an estimated $494K.
  • Capital World Investors first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • Capital World Investors's Smartsheet Inc. position peaked at $1.07B in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Capital World Investors's 13F filing for Q1 2025, filed 12 May 2025.