Jim Simons
SMAR

Jim Simons’s Smartsheet Inc. SMAR Stock Holding History

Jim Simons’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
-2,026,505
Closed -$114M – 3972
2024
Q4 		$114M Buy
2,026,505
+1,238,300
+157% +$69.3M 0.17% 128
2024
Q3 		$43.6M Sell
788,205
-33,395
-4% -$1.62M 0.07% 366
2024
Q2 		$36.2M Sell
821,600
-181,000
-18% -$7.21M 0.06% 385
2024
Q1 		$38.6M Buy
1,002,600
+553,600
+123% +$24.2M 0.06% 394
2023
Q4 		$21.5M Sell
449,000
-72,100
-14% -$3.07M 0.03% 591
2023
Q3 		$21.1M Sell
521,100
-234,200
-31% -$9.61M 0.04% 547
2023
Q2 		$28.9M Buy
755,300
+222,300
+42% +$9.61M 0.04% 503
2023
Q1 		$25.5M Buy
533,000
+467,000
+708% +$20.3M 0.03% 608
2022
Q4 		$2.6M Buy
+66,000
New +$2.25M ﹤0.01% 1917
2019
Q4 		– Sell
-437,000
Closed -$15.7M – 3796
2019
Q3 		$15.7M Sell
437,000
-188,900
-30% -$9M 0.01% 1099
2019
Q2 		$30.3M Buy
+625,900
New +$26.6M 0.03% 742

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 $133B AUM 72.99% 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 $18.1B AUM 24.69% 1-Year Est. Return

Jim Simons's SMAR Position: Q1 2025 in Review

Jim Simons sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,026,505 shares — an estimated $114M sold.

Jim Simons first reported a position in SMAR in Q2 2019 and held it in 11 quarters. The position peaked at $114M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Jim Simons reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Jim Simons sold 2,026,505 Smartsheet Inc. shares in Q1 2025, an estimated $114M.
  • Jim Simons first reported a position in Smartsheet Inc. in Q2 2019 and held it in 11 quarters.
  • Jim Simons's Smartsheet Inc. position peaked at $114M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.