JY
SMAR

Jeff Yass’s Smartsheet Inc. SMAR Stock Holding History

Jeff Yass’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
-341,400
Closed -$19.1M – 13791
2024
Q4 		$19.1M Sell
341,400
-56,900
-14% -$3.18M ﹤0.01% 1896
2024
Q3 		$22M Buy
398,300
+103,100
+35% +$5M ﹤0.01% 1738
2024
Q2 		$13M Sell
295,200
-19,300
-6% -$769K ﹤0.01% 2175
2024
Q1 		$12.1M Sell
314,500
-48,200
-13% -$2.1M ﹤0.01% 2361
2023
Q4 		$17.3M Sell
362,700
-1,800
-0.5% -$76.7K ﹤0.01% 1964
2023
Q3 		$14.7M Sell
364,500
-103,800
-22% -$4.26M ﹤0.01% 2088
2023
Q2 		$17.9M Buy
468,300
+234,300
+100% +$10.1M ﹤0.01% 1842
2023
Q1 		$11.2M Buy
234,000
+130,400
+126% +$5.67M ﹤0.01% 2308
2022
Q4 		$4.08M Sell
103,600
-333,700
-76% -$11.4M ﹤0.01% 3549
2022
Q3 		$15M Buy
437,300
+144,500
+49% +$4.9M ﹤0.01% 1702
2022
Q2 		$9.2M Buy
292,800
+197,300
+207% +$8.18M ﹤0.01% 2314
2022
Q1 		$5.23M Sell
95,500
-74,400
-44% -$4.25M ﹤0.01% 3565
2021
Q4 		$13.2M Sell
169,900
-4,600
-3% -$321K ﹤0.01% 2344
2021
Q3 		$12M Sell
174,500
-26,500
-13% -$1.95M ﹤0.01% 2608
2021
Q2 		$14.5M Buy
201,000
+44,500
+28% +$2.78M ﹤0.01% 2407
2021
Q1 		$10M Sell
156,500
-118,200
-43% -$8.27M ﹤0.01% 2769
2020
Q4 		$19M Sell
274,700
-95,300
-26% -$5.59M ﹤0.01% 1795
2020
Q3 		$18.3M Buy
370,000
+193,300
+109% +$9.33M ﹤0.01% 1561
2020
Q2 		$9M Buy
176,700
+55,400
+46% +$2.82M ﹤0.01% 2261
2020
Q1 		$5.04M Sell
121,300
-34,300
-22% -$1.56M ﹤0.01% 2559
2019
Q4 		$6.99M Sell
155,600
-74,000
-32% -$3.06M ﹤0.01% 2519
2019
Q3 		$8.27M Buy
229,600
+47,300
+26% +$2.25M ﹤0.01% 2176
2019
Q2 		$8.82M Buy
182,300
+39,400
+28% +$1.67M ﹤0.01% 2009
2019
Q1 		$5.83M Buy
142,900
+81,200
+132% +$2.81M ﹤0.01% 2285
2018
Q4 		$1.53M Buy
+61,700
New +$1.53M ﹤0.01% 3942

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 $59.2B AUM 26.02% 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 $164B AUM 112.45% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jeff Yass's SMAR Position: Q1 2025 in Review

Jeff Yass sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 10,367 shares — an estimated $581K sold.

Jeff Yass first reported a position in SMAR in Q1 2019 and held it in 15 quarters. The position peaked at $3.54M in Q2 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Jeff Yass reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Jeff Yass sold 10,367 Smartsheet Inc. shares in Q1 2025, an estimated $581K.
  • Jeff Yass first reported a position in Smartsheet Inc. in Q1 2019 and held it in 15 quarters.
  • Jeff Yass's Smartsheet Inc. position peaked at $3.54M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Susquehanna International Group's 13F filing for Q1 2025, filed 14 May 2025.