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
-105,700
Closed -$5.92M – 16010
2024
Q4 		$5.92M Sell
105,700
-156,700
-60% -$8.77M ﹤0.01% 3698
2024
Q3 		$14.5M Sell
262,400
-8,700
-3% -$422K ﹤0.01% 2414
2024
Q2 		$12M Buy
271,100
+25,900
+11% +$1.03M ﹤0.01% 2553
2024
Q1 		$9.44M Buy
245,200
+15,500
+7% +$676K ﹤0.01% 3020
2023
Q4 		$11M Sell
229,700
-90,500
-28% -$3.86M ﹤0.01% 2714
2023
Q3 		$13M Buy
320,200
+171,000
+115% +$7.02M ﹤0.01% 2360
2023
Q2 		$5.71M Buy
149,200
+32,800
+28% +$1.42M ﹤0.01% 3442
2023
Q1 		$5.56M Sell
116,400
-42,500
-27% -$1.85M ﹤0.01% 3631
2022
Q4 		$6.25M Sell
158,900
-207,200
-57% -$7.06M ﹤0.01% 3505
2022
Q3 		$12.6M Hold
366,100
– – ﹤0.01% 2435
2022
Q2 		$11.5M Buy
366,100
+178,600
+95% +$7.4M ﹤0.01% 2503
2022
Q1 		$10.3M Sell
187,500
-58,100
-24% -$3.32M ﹤0.01% 2905
2021
Q4 		$19M Buy
245,600
+197,100
+406% +$13.8M ﹤0.01% 2084
2021
Q3 		$3.34M Sell
48,500
-36,500
-43% -$2.68M ﹤0.01% 5130
2021
Q2 		$6.15M Sell
85,000
-7,500
-8% -$468K ﹤0.01% 4004
2021
Q1 		$5.91M Buy
92,500
+8,000
+9% +$560K ﹤0.01% 3898
2020
Q4 		$5.86M Buy
84,500
+39,500
+88% +$2.32M ﹤0.01% 3420
2020
Q3 		$2.22M Sell
45,000
-130,100
-74% -$6.28M ﹤0.01% 4524
2020
Q2 		$8.92M Buy
175,100
+143,400
+452% +$7.3M ﹤0.01% 2354
2020
Q1 		$1.32M Sell
31,700
-10,400
-25% -$472K ﹤0.01% 4844
2019
Q4 		$1.89M Sell
42,100
-12,300
-23% -$509K ﹤0.01% 4503
2019
Q3 		$1.96M Sell
54,400
-8,200
-13% -$391K ﹤0.01% 4513
2019
Q2 		$3.03M Buy
62,600
+53,900
+620% +$2.29M ﹤0.01% 3840
2019
Q1 		$355K Buy
+8,700
New +$301K ﹤0.01% 7360

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

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.