Citadel Advisors
SMAR

Citadel Advisors’s Smartsheet Inc. SMAR Stock Holding History

Citadel Advisors’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
-182,046
Closed -$10.2M – 16011
2024
Q4 		$10.2M Sell
182,046
-190,580
-51% -$10.7M ﹤0.01% 2961
2024
Q3 		$20.6M Buy
372,626
+109,321
+42% +$5.3M ﹤0.01% 2019
2024
Q2 		$11.6M Buy
263,305
+72,713
+38% +$2.9M ﹤0.01% 2596
2024
Q1 		$7.34M Sell
190,592
-1,436,508
-88% -$62.7M ﹤0.01% 3377
2023
Q4 		$77.8M Sell
1,627,100
-1,379,332
-46% -$58.8M 0.02% 847
2023
Q3 		$122M Buy
3,006,432
+2,166,291
+258% +$88.9M 0.03% 529
2023
Q2 		$32.1M Buy
840,141
+22,310
+3% +$965K 0.01% 1416
2023
Q1 		$39.1M Buy
817,831
+551,205
+207% +$24M 0.01% 1294
2022
Q4 		$10.5M Buy
266,626
+258,699
+3,264% +$8.82M ﹤0.01% 2764
2022
Q3 		$272K Buy
+7,927
New +$269K ﹤0.01% 9781
2022
Q2 		– Sell
-1,339,710
Closed -$55.5M – 14349
2022
Q1 		$73.4M Sell
1,339,710
-568,688
-30% -$32.5M 0.02% 833
2021
Q4 		$148M Buy
1,908,398
+249,029
+15% +$17.4M 0.03% 465
2021
Q3 		$114M Buy
1,659,369
+98,453
+6% +$7.24M 0.02% 594
2021
Q2 		$113M Buy
1,560,916
+305,726
+24% +$19.1M 0.03% 598
2021
Q1 		$80.2M Sell
1,255,190
-196,903
-14% -$13.8M 0.02% 708
2020
Q4 		$101M Buy
1,452,093
+992,893
+216% +$58.2M 0.03% 549
2020
Q3 		$22.7M Buy
459,200
+434,020
+1,724% +$21M 0.01% 1469
2020
Q2 		$1.28M Sell
25,180
-1,244,303
-98% -$63.3M ﹤0.01% 5375
2020
Q1 		$52.7M Buy
1,269,483
+1,125,097
+779% +$51.1M 0.02% 614
2019
Q4 		$6.49M Sell
144,386
-1,205,432
-89% -$49.8M ﹤0.01% 2749
2019
Q3 		$48.6M Sell
1,349,818
-274,881
-17% -$13.1M 0.02% 775
2019
Q2 		$78.6M Buy
1,624,699
+1,020,789
+169% +$43.4M 0.04% 495
2019
Q1 		$24.6M Buy
+603,910
New +$20.9M 0.01% 1160

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

Citadel Advisors's SMAR Position: Q1 2025 in Review

Citadel Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 182,046 shares — an estimated $10.2M sold.

Citadel Advisors first reported a position in SMAR in Q1 2019 and held it in 23 quarters. The position peaked at $148M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Citadel Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 182,046 Smartsheet Inc. shares in Q1 2025, an estimated $10.2M.
  • Citadel Advisors first reported a position in Smartsheet Inc. in Q1 2019 and held it in 23 quarters.
  • Citadel Advisors's Smartsheet Inc. position peaked at $148M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.