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
-263,600
Closed -$14.8M – 13793
2024
Q4 		$14.8M Buy
263,600
+9,400
+4% +$526K ﹤0.01% 2181
2024
Q3 		$14.1M Buy
254,200
+165,500
+187% +$8.02M ﹤0.01% 2186
2024
Q2 		$3.91M Buy
88,700
+13,700
+18% +$546K ﹤0.01% 3846
2024
Q1 		$2.89M Sell
75,000
-57,900
-44% -$2.53M ﹤0.01% 4597
2023
Q4 		$6.36M Buy
132,900
+6,000
+5% +$256K ﹤0.01% 3316
2023
Q3 		$5.13M Sell
126,900
-3,500
-3% -$144K ﹤0.01% 3469
2023
Q2 		$4.99M Buy
130,400
+40,800
+46% +$1.76M ﹤0.01% 3549
2023
Q1 		$4.28M Buy
89,600
+52,800
+143% +$2.3M ﹤0.01% 3678
2022
Q4 		$1.45M Sell
36,800
-40,700
-53% -$1.39M ﹤0.01% 5362
2022
Q3 		$2.66M Buy
77,500
+4,800
+7% +$163K ﹤0.01% 4329
2022
Q2 		$2.29M Buy
72,700
+33,700
+86% +$1.4M ﹤0.01% 4634
2022
Q1 		$2.14M Sell
39,000
-50,300
-56% -$2.87M ﹤0.01% 5333
2021
Q4 		$6.92M Buy
89,300
+14,700
+20% +$1.03M ﹤0.01% 3219
2021
Q3 		$5.13M Buy
74,600
+18,000
+32% +$1.32M ﹤0.01% 3909
2021
Q2 		$4.09M Sell
56,600
-80,500
-59% -$5.02M ﹤0.01% 4397
2021
Q1 		$8.76M Buy
137,100
+77,000
+128% +$5.39M ﹤0.01% 2984
2020
Q4 		$4.16M Sell
60,100
-105,300
-64% -$6.17M ﹤0.01% 3729
2020
Q3 		$8.17M Buy
165,400
+93,600
+130% +$4.52M ﹤0.01% 2433
2020
Q2 		$3.66M Buy
71,800
+27,200
+61% +$1.38M ﹤0.01% 3470
2020
Q1 		$1.85M Sell
44,600
-55,100
-55% -$2.5M ﹤0.01% 4109
2019
Q4 		$4.48M Sell
99,700
-59,100
-37% -$2.44M ﹤0.01% 3128
2019
Q3 		$5.72M Sell
158,800
-33,300
-17% -$1.59M ﹤0.01% 2540
2019
Q2 		$9.3M Buy
192,100
+27,900
+17% +$1.19M ﹤0.01% 1956
2019
Q1 		$6.7M Buy
164,200
+155,600
+1,809% +$5.38M ﹤0.01% 2130
2018
Q4 		$214K Buy
+8,600
New +$214K ﹤0.01% 7619

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.