Decagon Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Decagon Asset 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	-432,486	Closed	-$24.2M	–	60
2024 Q4	$24.2M	Buy	+432,486	New	+$24.2M	11.05%	3

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

Decagon Asset Management's SMAR Position: Q1 2025 in Review

Decagon Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 432,486 shares — an estimated $24.2M sold.

Decagon Asset Management first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $24.2M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Decagon Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Decagon Asset Management sold 432,486 Smartsheet Inc. shares in Q1 2025, an estimated $24.2M.
Decagon Asset Management first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
Decagon Asset Management's Smartsheet Inc. position peaked at $24.2M in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Decagon Asset Management's 13F filing for Q1 2025, filed 15 May 2025.