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
-83,500
Closed -$4.68M – 16012
2024
Q4 		$4.68M Sell
83,500
-68,300
-45% -$3.82M ﹤0.01% 4068
2024
Q3 		$8.4M Buy
151,800
+2,100
+1% +$102K ﹤0.01% 3180
2024
Q2 		$6.6M Buy
149,700
+47,600
+47% +$1.9M ﹤0.01% 3335
2024
Q1 		$3.93M Buy
102,100
+18,000
+21% +$785K ﹤0.01% 4326
2023
Q4 		$4.02M Sell
84,100
-93,800
-53% -$4M ﹤0.01% 4112
2023
Q3 		$7.2M Buy
177,900
+50,700
+40% +$2.08M ﹤0.01% 3112
2023
Q2 		$4.87M Buy
127,200
+85,000
+201% +$3.68M ﹤0.01% 3694
2023
Q1 		$2.02M Sell
42,200
-9,600
-19% -$418K ﹤0.01% 5352
2022
Q4 		$2.04M Sell
51,800
-77,000
-60% -$2.62M ﹤0.01% 5448
2022
Q3 		$4.43M Buy
128,800
+40,800
+46% +$1.38M ﹤0.01% 4077
2022
Q2 		$2.77M Sell
88,000
-29,600
-25% -$1.23M ﹤0.01% 4906
2022
Q1 		$6.44M Sell
117,600
-10,800
-8% -$617K ﹤0.01% 3697
2021
Q4 		$9.95M Buy
128,400
+33,700
+36% +$2.35M ﹤0.01% 3087
2021
Q3 		$6.52M Buy
94,700
+56,400
+147% +$4.15M ﹤0.01% 3814
2021
Q2 		$2.77M Sell
38,300
-31,100
-45% -$1.94M ﹤0.01% 5795
2021
Q1 		$4.44M Sell
69,400
-11,100
-14% -$777K ﹤0.01% 4527
2020
Q4 		$5.58M Sell
80,500
-10,200
-11% -$598K ﹤0.01% 3509
2020
Q3 		$4.48M Sell
90,700
-3,500
-4% -$169K ﹤0.01% 3317
2020
Q2 		$4.8M Buy
94,200
+40,100
+74% +$2.04M ﹤0.01% 3149
2020
Q1 		$2.25M Sell
54,100
-1,600
-3% -$72.6K ﹤0.01% 3946
2019
Q4 		$2.5M Buy
55,700
+12,200
+28% +$504K ﹤0.01% 4061
2019
Q3 		$1.57M Sell
43,500
-43,800
-50% -$2.09M ﹤0.01% 4860
2019
Q2 		$4.22M Buy
87,300
+78,600
+903% +$3.34M ﹤0.01% 3348
2019
Q1 		$355K Buy
+8,700
New +$301K ﹤0.01% 7361

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 $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.