Citigroup
SMAR

Citigroup’s Smartsheet Inc. SMAR Stock Holding History

Citigroup’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
-781,254
Closed -$43.8M – 6099
2024
Q4 		$43.8M Sell
781,254
-42,247
-5% -$2.36M 0.03% 579
2024
Q3 		$45.6M Buy
823,501
+794,779
+2,767% +$38.5M 0.03% 567
2024
Q2 		$1.27M Sell
28,722
-12,928
-31% -$515K ﹤0.01% 2730
2024
Q1 		$1.6M Sell
41,650
-40,586
-49% -$1.77M ﹤0.01% 2622
2023
Q4 		$3.93M Buy
82,236
+33,965
+70% +$1.45M ﹤0.01% 1750
2023
Q3 		$1.95M Buy
48,271
+25
+0.1% +$1.03K ﹤0.01% 1999
2023
Q2 		$1.85M Buy
48,246
+17,291
+56% +$748K ﹤0.01% 2293
2023
Q1 		$1.48M Buy
30,955
+8,768
+40% +$381K ﹤0.01% 2230
2022
Q4 		$873K Sell
22,187
-10,322
-32% -$352K ﹤0.01% 2734
2022
Q3 		$1.12M Buy
32,509
+16,191
+99% +$549K ﹤0.01% 2631
2022
Q2 		$513K Sell
16,318
-9,290
-36% -$385K ﹤0.01% 3205
2022
Q1 		$1.4M Buy
25,608
+1,677
+7% +$95.8K ﹤0.01% 2650
2021
Q4 		$1.85M Buy
23,931
+2,898
+14% +$202K ﹤0.01% 2688
2021
Q3 		$1.45M Sell
21,033
-8,165
-28% -$600K ﹤0.01% 2797
2021
Q2 		$2.11M Buy
29,198
+3,517
+14% +$219K ﹤0.01% 2628
2021
Q1 		$1.64M Buy
25,681
+4,328
+20% +$303K ﹤0.01% 2618
2020
Q4 		$1.48M Buy
21,353
+1,970
+10% +$115K ﹤0.01% 3144
2020
Q3 		$957K Sell
19,383
-27,481
-59% -$1.33M ﹤0.01% 3312
2020
Q2 		$2.39M Buy
46,864
+42,026
+869% +$2.14M ﹤0.01% 2618
2020
Q1 		$201K Sell
4,838
-59,426
-92% -$2.7M ﹤0.01% 4739
2019
Q4 		$2.89M Buy
64,264
+11,797
+22% +$488K ﹤0.01% 2587
2019
Q3 		$1.89M Buy
52,467
+32,311
+160% +$1.54M ﹤0.01% 2934
2019
Q2 		$976K Buy
+20,156
New +$856K ﹤0.01% 3663
2018
Q4 		– Sell
-1,059
Closed -$33K – 7865
2018
Q3 		$33K Sell
1,059
-89
-8% -$2.37K ﹤0.01% 6839
2018
Q2 		$30K Buy
+1,148
New +$27.3K ﹤0.01% 6693

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

Citigroup's SMAR Position: Q1 2025 in Review

Citigroup sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 781,254 shares — an estimated $43.8M sold.

Citigroup first reported a position in SMAR in Q2 2018 and held it in 25 quarters. The position peaked at $45.6M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Citigroup reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Citigroup sold 781,254 Smartsheet Inc. shares in Q1 2025, an estimated $43.8M.
  • Citigroup first reported a position in Smartsheet Inc. in Q2 2018 and held it in 25 quarters.
  • Citigroup's Smartsheet Inc. position peaked at $45.6M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Citigroup's 13F filing for Q1 2025, filed 12 May 2025.