Fidelity Investments
SMAR

Fidelity Investments’s Smartsheet Inc. SMAR Stock Holding History

Fidelity Investments’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
-13,971
Closed -$783K – 5795
2024
Q4 		$783K Buy
13,971
+917
+7% +$51.3K ﹤0.01% 2761
2024
Q3 		$723K Sell
13,054
-235,801
-95% -$11.4M ﹤0.01% 2715
2024
Q2 		$11M Buy
248,855
+245,331
+6,962% +$9.78M ﹤0.01% 1846
2024
Q1 		$136K Buy
3,524
+267
+8% +$11.6K ﹤0.01% 3170
2023
Q4 		$156K Sell
3,257
-52,614
-94% -$2.24M ﹤0.01% 3036
2023
Q3 		$2.26M Buy
55,871
+53,603
+2,363% +$2.2M ﹤0.01% 2250
2023
Q2 		$86.8K Sell
2,268
-859
-27% -$37.1K ﹤0.01% 3218
2023
Q1 		$149K Sell
3,127
-274,780
-99% -$12M ﹤0.01% 3069
2022
Q4 		$10.9M Sell
277,907
-124,605
-31% -$4.25M ﹤0.01% 1850
2022
Q3 		$13.8M Buy
402,512
+1,990
+0.5% +$67.4K ﹤0.01% 1760
2022
Q2 		$12.6M Sell
400,522
-943
-0.2% -$39.1K ﹤0.01% 1854
2022
Q1 		$22M Buy
401,465
+1,824
+0.5% +$104K ﹤0.01% 1740
2021
Q4 		$31M Buy
399,641
+23
+0% +$1.61K ﹤0.01% 1620
2021
Q3 		$27.5M Sell
399,618
-131,169
-25% -$9.64M ﹤0.01% 1683
2021
Q2 		$38.4M Sell
530,787
-47,302
-8% -$2.95M ﹤0.01% 1557
2021
Q1 		$37M Sell
578,089
-432,143
-43% -$30.2M ﹤0.01% 1531
2020
Q4 		$70M Sell
1,010,232
-389,384
-28% -$22.8M 0.01% 1185
2020
Q3 		$69.2M Buy
1,399,616
+622,995
+80% +$30.1M 0.01% 1077
2020
Q2 		$39.5M Buy
776,621
+776,360
+297,456% +$39.5M ﹤0.01% 1266
2020
Q1 		$11K Sell
261
-264
-50% -$12K ﹤0.01% 3098
2019
Q4 		$24K Sell
525
-294,742
-100% -$12.2M ﹤0.01% 3075
2019
Q3 		$10.6M Sell
295,267
-903,559
-75% -$43M ﹤0.01% 1804
2019
Q2 		$58M Sell
1,198,826
-15,746
-1% -$669K 0.01% 1150
2019
Q1 		$49.5M Buy
1,214,572
+1,214,411
+754,293% +$42M 0.01% 1218
2018
Q4 		$4K Sell
161
-46,506
-100% -$1.16M ﹤0.01% 3246
2018
Q3 		$1.46M Sell
46,667
-264,633
-85% -$7.05M ﹤0.01% 2423
2018
Q2 		$8.08M Buy
+311,300
New +$7.4M ﹤0.01% 2007

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Fidelity Investments's SMAR Position: Q1 2025 in Review

Fidelity Investments sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 13,971 shares — an estimated $783K sold.

Fidelity Investments first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $70M in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Fidelity Investments reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 13,971 Smartsheet Inc. shares in Q1 2025, an estimated $783K.
  • Fidelity Investments first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • Fidelity Investments's Smartsheet Inc. position peaked at $70M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.