HSBC Holdings
SMAR

HSBC Holdings’s Smartsheet Inc. SMAR Stock Holding History

HSBC Holdings’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
-439,731
Closed -$24.6M – 3346
2024
Q4 		$24.6M Buy
439,731
+4,172
+1% +$233K 0.01% 678
2024
Q3 		$24.1M Buy
435,559
+402,924
+1,235% +$19.5M 0.01% 674
2024
Q2 		$1.44M Sell
32,635
-67,212
-67% -$2.68M ﹤0.01% 1521
2024
Q1 		$3.84M Buy
+99,847
New +$4.36M ﹤0.01% 1198
2023
Q4 		– Sell
-5,166
Closed -$211K – 2962
2023
Q3 		$211K Sell
5,166
-35,101
-87% -$1.44M ﹤0.01% 2391
2023
Q2 		$1.55M Sell
40,267
-48,448
-55% -$2.1M ﹤0.01% 1543
2023
Q1 		$4.22M Buy
88,715
+81,321
+1,100% +$3.54M 0.01% 1177
2022
Q4 		$291K Buy
+7,394
New +$252K ﹤0.01% 2574
2022
Q3 		– Sell
-10,622
Closed -$334K – 3331
2022
Q2 		$334K Buy
10,622
+5,111
+93% +$212K ﹤0.01% 2574
2022
Q1 		$304K Buy
+5,511
New +$315K ﹤0.01% 2741
2021
Q2 		– Sell
-4,323
Closed -$275K – 3118
2021
Q1 		$275K Buy
4,323
+264
+7% +$18.5K ﹤0.01% 2350
2020
Q4 		$283K Buy
+4,059
New +$238K ﹤0.01% 2607
2020
Q3 		– Sell
-11,388
Closed -$580K – 2895
2020
Q2 		$580K Buy
11,388
+5,255
+86% +$268K ﹤0.01% 1745
2020
Q1 		$254K Sell
6,133
-8,244
-57% -$374K ﹤0.01% 2153
2019
Q4 		$646K Sell
14,377
-49,344
-77% -$2.04M ﹤0.01% 2084
2019
Q3 		$2.3M Buy
63,721
+54,428
+586% +$2.59M ﹤0.01% 1534
2019
Q2 		$450K Buy
+9,293
New +$395K ﹤0.01% 2116
2018
Q4 		– Sell
-50,000
Closed -$1.56M – 2751
2018
Q3 		$1.56M Buy
+50,000
New +$1.33M ﹤0.01% 1559

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

HSBC Holdings's SMAR Position: Q1 2025 in Review

HSBC Holdings sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 439,731 shares — an estimated $24.6M sold.

HSBC Holdings first reported a position in SMAR in Q3 2018 and held it in 18 quarters. The position peaked at $24.6M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • HSBC Holdings reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • HSBC Holdings sold 439,731 Smartsheet Inc. shares in Q1 2025, an estimated $24.6M.
  • HSBC Holdings first reported a position in Smartsheet Inc. in Q3 2018 and held it in 18 quarters.
  • HSBC Holdings's Smartsheet Inc. position peaked at $24.6M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on HSBC Holdings's 13F filing for Q1 2025, filed 14 May 2025.