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
-14,500
Closed -$812K – 4883
2024
Q4 		$812K Sell
14,500
-11,200
-44% -$627K ﹤0.01% 3328
2024
Q3 		$1.42M Buy
25,700
+12,900
+101% +$625K ﹤0.01% 2982
2024
Q2 		$564K Buy
+12,800
New +$510K ﹤0.01% 3550
2022
Q1 		– Sell
-24,000
Closed -$1.86M – 6031
2021
Q4 		$1.86M Buy
24,000
+3,000
+14% +$210K ﹤0.01% 3417
2021
Q3 		$1.45M Hold
21,000
– – ﹤0.01% 3304
2021
Q2 		$1.52M Buy
+21,000
New +$1.31M ﹤0.01% 3201

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.