Geode Capital Management
SMAR

Geode Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Geode 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
-2,249,238
Closed -$126M – 4562
2024
Q4 		$126M Buy
2,249,238
+18,188
+0.8% +$1.02M 0.01% 860
2024
Q3 		$124M Buy
2,231,050
+52,293
+2% +$2.53M 0.01% 848
2024
Q2 		$96.1M Buy
2,178,757
+76,690
+4% +$3.06M 0.01% 941
2024
Q1 		$80.9M Buy
2,102,067
+99,217
+5% +$4.33M 0.01% 1065
2023
Q4 		$95.8M Buy
2,002,850
+103,986
+5% +$4.43M 0.01% 893
2023
Q3 		$76.8M Buy
1,898,864
+44,704
+2% +$1.83M 0.01% 932
2023
Q2 		$70.9M Buy
1,854,160
+67,863
+4% +$2.93M 0.01% 1005
2023
Q1 		$85.4M Buy
1,786,297
+65,361
+4% +$2.84M 0.01% 833
2022
Q4 		$67.7M Buy
1,720,936
+108,004
+7% +$3.68M 0.01% 949
2022
Q3 		$55.4M Buy
1,612,932
+37,155
+2% +$1.26M 0.01% 1000
2022
Q2 		$49.5M Buy
1,575,777
+8,300
+0.5% +$344K 0.01% 1132
2022
Q1 		$85.9M Buy
1,567,477
+62,339
+4% +$3.56M 0.01% 878
2021
Q4 		$117M Buy
1,505,138
+49,807
+3% +$3.48M 0.01% 744
2021
Q3 		$100M Buy
1,455,331
+77,580
+6% +$5.7M 0.01% 795
2021
Q2 		$99.6M Buy
1,377,751
+54,105
+4% +$3.38M 0.01% 793
2021
Q1 		$84.6M Buy
1,323,646
+63,177
+5% +$4.42M 0.01% 867
2020
Q4 		$87.3M Buy
1,260,469
+83,561
+7% +$4.9M 0.01% 768
2020
Q3 		$58.2M Buy
1,176,908
+115,876
+11% +$5.59M 0.01% 838
2020
Q2 		$54M Buy
1,061,032
+90,952
+9% +$4.63M 0.01% 855
2020
Q1 		$40.3M Buy
970,080
+53,978
+6% +$2.45M 0.01% 876
2019
Q4 		$41.2M Sell
916,102
-5,315
-0.6% -$220K 0.01% 1067
2019
Q3 		$33.2M Buy
921,417
+70,440
+8% +$3.36M 0.01% 1133
2019
Q2 		$41.2M Buy
850,977
+751,378
+754% +$31.9M 0.01% 993
2019
Q1 		$4.06M Sell
99,599
-4,498
-4% -$156K ﹤0.01% 2450
2018
Q4 		$2.59M Buy
104,097
+1,523
+1% +$37.9K ﹤0.01% 2618
2018
Q3 		$3.21M Buy
102,574
+8,688
+9% +$231K ﹤0.01% 2634
2018
Q2 		$2.44M Buy
+93,886
New +$2.23M ﹤0.01% 2741

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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geode Capital Management's SMAR Position: Q1 2025 in Review

Geode Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,249,238 shares — an estimated $126M sold.

Geode Capital Management first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $126M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Geode Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Geode Capital Management sold 2,249,238 Smartsheet Inc. shares in Q1 2025, an estimated $126M.
  • Geode Capital Management first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • Geode Capital Management's Smartsheet Inc. position peaked at $126M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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