Federated Hermes
SMAR

Federated Hermes’s Smartsheet Inc. SMAR Stock Holding History

Federated Hermes’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
Q4 		– Sell
-1,021,120
Closed -$56.5M – 2213
2024
Q3 		$56.5M Sell
1,021,120
-133,714
-12% -$6.48M 0.12% 217
2024
Q2 		$50.9M Sell
1,154,834
-584
-0.1% -$23.3K 0.12% 216
2024
Q1 		$44.5M Buy
1,155,418
+228,418
+25% +$9.97M 0.1% 245
2023
Q4 		$44.3M Buy
927,000
+123,429
+15% +$5.26M 0.11% 229
2023
Q3 		$32.5M Sell
803,571
-109
-0% -$4.47K 0.09% 267
2023
Q2 		$30.7M Buy
803,680
+3,680
+0.5% +$159K 0.08% 296
2023
Q1 		$38.2M Hold
800,000
– – 0.1% 255
2022
Q4 		$31.5M Hold
800,000
– – 0.09% 283
2022
Q3 		$27.5M Sell
800,000
-933,600
-54% -$31.6M 0.08% 309
2022
Q2 		$54.5M Sell
1,733,600
-40,700
-2% -$1.69M 0.15% 182
2022
Q1 		$97.2M Hold
1,774,300
– – 0.22% 122
2021
Q4 		$137M Buy
1,774,300
+626,600
+55% +$43.8M 0.26% 102
2021
Q3 		$79M Buy
1,147,700
+430,378
+60% +$31.6M 0.15% 193
2021
Q2 		$51.9M Sell
717,322
-8,385
-1% -$523K 0.1% 273
2021
Q1 		$46.4M Buy
725,707
+25,707
+4% +$1.8M 0.09% 283
2020
Q4 		$48.5M Hold
700,000
– – 0.1% 256
2020
Q3 		$34.6M Sell
700,000
-4,766
-0.7% -$230K 0.08% 284
2020
Q2 		$35.9M Buy
704,766
+4,766
+0.7% +$243K 0.09% 265
2020
Q1 		$29.1M Hold
700,000
– – 0.09% 256
2019
Q4 		$31.4M Hold
700,000
– – 0.07% 305
2019
Q3 		$25.2M Hold
700,000
– – 0.06% 312
2019
Q2 		$33.9M Buy
700,000
+245,000
+54% +$10.4M 0.08% 255
2019
Q1 		$18.6M Hold
455,000
– – 0.05% 365
2018
Q4 		$11.3M Buy
455,000
+5,000
+1% +$124K 0.03% 453
2018
Q3 		$14.1M Hold
450,000
– – 0.03% 453
2018
Q2 		$11.7M Buy
+450,000
New +$10.7M 0.03% 397

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Federated Hermes's SMAR Position: Q4 2024 in Review

Federated Hermes sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 1,021,120 shares — an estimated $56.5M sold.

Federated Hermes first reported a position in SMAR in Q2 2018 and held it in 26 quarters. The position peaked at $137M in Q4 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Federated Hermes reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Federated Hermes sold 1,021,120 Smartsheet Inc. shares in Q4 2024, an estimated $56.5M.
  • Federated Hermes first reported a position in Smartsheet Inc. in Q2 2018 and held it in 26 quarters.
  • Federated Hermes's Smartsheet Inc. position peaked at $137M in Q4 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Federated Hermes's 13F filing for Q4 2024, filed 13 Feb 2025.