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
2024 Q3	–	Sell	-6,200	Closed	-$273K	–	4973
2024 Q2	$273K	Buy	+6,200	New	+$247K	﹤0.01%	3943
2022 Q3	–	Sell	-30,000	Closed	-$943K	–	5602
2022 Q2	$943K	Sell	30,000 -7,600	-20%	-$315K	﹤0.01%	3676
2022 Q1	$2.06M	Buy	+37,600	New	+$2.15M	﹤0.01%	3267
2021 Q3	–	Sell	-29,100	Closed	-$2.1M	–	5296
2021 Q2	$2.1M	Buy	+29,100	New	+$1.82M	﹤0.01%	2893

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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.