D.E. Shaw & Co
SMAR

D.E. Shaw & Co’s Smartsheet Inc. SMAR Stock Holding History

D.E. Shaw & Co’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
-66,540
Closed -$3.73M – 4884
2024
Q4 		$3.73M Sell
66,540
-94,682
-59% -$5.3M ﹤0.01% 2223
2024
Q3 		$8.93M Sell
161,222
-249,860
-61% -$12.1M 0.01% 1497
2024
Q2 		$18.1M Buy
411,082
+359,879
+703% +$14.3M 0.02% 945
2024
Q1 		$1.97M Buy
51,203
+40,876
+396% +$1.78M ﹤0.01% 2640
2023
Q4 		$494K Sell
10,327
-77,053
-88% -$3.28M ﹤0.01% 3516
2023
Q3 		$3.54M Sell
87,380
-76,639
-47% -$3.15M ﹤0.01% 2130
2023
Q2 		$6.28M Sell
164,019
-251,408
-61% -$10.9M 0.01% 1697
2023
Q1 		$19.9M Buy
415,427
+365,827
+738% +$15.9M 0.02% 901
2022
Q4 		$1.95M Sell
49,600
-64,628
-57% -$2.2M ﹤0.01% 2960
2022
Q3 		$3.92M Sell
114,228
-484,365
-81% -$16.4M ﹤0.01% 2355
2022
Q2 		$18.8M Buy
598,593
+543,062
+978% +$22.5M 0.02% 906
2022
Q1 		$3.04M Sell
55,531
-61,631
-53% -$3.52M ﹤0.01% 2870
2021
Q4 		$9.07M Sell
117,162
-107,502
-48% -$7.51M 0.01% 1755
2021
Q3 		$15.5M Buy
224,664
+9,827
+5% +$723K 0.01% 1189
2021
Q2 		$15.5M Buy
214,837
+21,258
+11% +$1.33M 0.01% 1162
2021
Q1 		$12.4M Sell
193,579
-161,595
-45% -$11.3M 0.01% 1222
2020
Q4 		$24.6M Sell
355,174
-205
-0.1% -$12K 0.02% 848
2020
Q3 		$17.6M Sell
355,379
-209,187
-37% -$10.1M 0.02% 906
2020
Q2 		$28.7M Sell
564,566
-436,510
-44% -$22.2M 0.03% 595
2020
Q1 		$41.6M Sell
1,001,076
-95,477
-9% -$4.33M 0.06% 336
2019
Q4 		$49.3M Sell
1,096,553
-310,062
-22% -$12.8M 0.06% 395
2019
Q3 		$50.7M Buy
1,406,615
+451,947
+47% +$21.5M 0.06% 385
2019
Q2 		$46.2M Sell
954,668
-151,620
-14% -$6.44M 0.06% 409
2019
Q1 		$45.1M Buy
+1,106,288
New +$38.2M 0.06% 412

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

D.E. Shaw & Co's SMAR Position: Q1 2025 in Review

D.E. Shaw & Co sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 66,540 shares — an estimated $3.73M sold.

D.E. Shaw & Co first reported a position in SMAR in Q1 2019 and held it in 24 quarters. The position peaked at $50.7M in Q3 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • D.E. Shaw & Co reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • D.E. Shaw & Co sold 66,540 Smartsheet Inc. shares in Q1 2025, an estimated $3.73M.
  • D.E. Shaw & Co first reported a position in Smartsheet Inc. in Q1 2019 and held it in 24 quarters.
  • D.E. Shaw & Co's Smartsheet Inc. position peaked at $50.7M in Q3 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on D.E. Shaw & Co's 13F filing for Q1 2025, filed 15 May 2025.