DKCM
SMAR

Davidson Kempner Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Davidson Kempner Capital Management’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
-1,075,000
Closed -$60.2M – 260
2024
Q4 		$60.2M Buy
1,075,000
+525,000
+95% +$29.4M 1.01% 28
2024
Q3 		$30.4M Buy
+550,000
New +$26.7M 0.63% 47
2021
Q3 		– Sell
-101,817
Closed -$7.36M – 597
2021
Q2 		$7.36M Sell
101,817
-239,983
-70% -$15M 0.06% 177
2021
Q1 		$21.8M Buy
+341,800
New +$23.9M 0.22% 88
2020
Q4 		– Sell
-164,237
Closed -$8.12M – 342
2020
Q3 		$8.12M Buy
+164,237
New +$7.93M 0.12% 149
2020
Q1 		– Sell
-427,415
Closed -$19.2M – 195
2019
Q4 		$19.2M Sell
427,415
-59,127
-12% -$2.44M 0.43% 48
2019
Q3 		$17.5M Sell
486,542
-224,965
-32% -$10.7M 0.34% 52
2019
Q2 		$34.4M Buy
711,507
+260,754
+58% +$11.1M 0.37% 37
2019
Q1 		$18.4M Buy
+450,753
New +$15.6M 0.35% 69

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 $59.2B AUM 26.02% 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 $8.31B AUM 21.94% 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

Davidson Kempner Capital Management's SMAR Position: Q1 2025 in Review

Davidson Kempner Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1,075,000 shares — an estimated $60.2M sold.

Davidson Kempner Capital Management first reported a position in SMAR in Q1 2019 and held it in 9 quarters. The position peaked at $60.2M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Davidson Kempner Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Davidson Kempner Capital Management sold 1,075,000 Smartsheet Inc. shares in Q1 2025, an estimated $60.2M.
  • Davidson Kempner Capital Management first reported a position in Smartsheet Inc. in Q1 2019 and held it in 9 quarters.
  • Davidson Kempner Capital Management's Smartsheet Inc. position peaked at $60.2M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Davidson Kempner Capital Management's 13F filing for Q1 2025, filed 15 May 2025.