HF
SMAR

HRT Financial’s Smartsheet Inc. SMAR Stock Holding History

HRT Financial’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
-4,123
Closed -$231K – 3617
2024
Q4 		$231K Sell
4,123
-83,169
-95% -$4.65M ﹤0.01% 1854
2024
Q3 		$4.83M Buy
87,292
+81,596
+1,433% +$3.96M 0.02% 475
2024
Q2 		$251K Buy
+5,696
New +$227K ﹤0.01% 1573
2024
Q1 		– Sell
-43,076
Closed -$2.06M – 3261
2023
Q4 		$2.06M Sell
43,076
-13,206
-23% -$563K 0.02% 639
2023
Q3 		$2.28M Buy
+56,282
New +$2.31M 0.02% 565
2023
Q1 		– Sell
-129,300
Closed -$5.09M – 3340
2022
Q4 		$5.09M Buy
+129,300
New +$4.41M 0.07% 263
2021
Q3 		– Sell
-131,369
Closed -$9.5M – 3877
2021
Q2 		$9.5M Buy
+131,369
New +$8.2M 0.09% 192

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

HRT Financial's SMAR Position: Q1 2025 in Review

HRT Financial sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,123 shares — an estimated $231K sold.

HRT Financial first reported a position in SMAR in Q2 2021 and held it in 7 quarters. The position peaked at $9.5M in Q2 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • HRT Financial reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 4,123 Smartsheet Inc. shares in Q1 2025, an estimated $231K.
  • HRT Financial first reported a position in Smartsheet Inc. in Q2 2021 and held it in 7 quarters.
  • HRT Financial's Smartsheet Inc. position peaked at $9.5M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.