JO
SMAR

John Overdeck’s Smartsheet Inc. SMAR Stock Holding History

John Overdeck’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
-16,910
Closed -$947K – 3601
2024
Q4 		$947K Buy
16,910
+2,610
+18% +$146K ﹤0.01% 2211
2024
Q3 		$792K Sell
14,300
-16,400
-53% -$795K ﹤0.01% 2247
2024
Q2 		$1.35M Buy
30,700
+23,996
+358% +$957K ﹤0.01% 1802
2024
Q1 		$258K Sell
6,704
-42,596
-86% -$1.86M ﹤0.01% 2615
2023
Q4 		$2.36M Buy
49,300
+11,231
+30% +$479K 0.01% 1405
2023
Q3 		$1.54M Buy
38,069
+69
+0.2% +$2.83K ﹤0.01% 1632
2023
Q2 		$1.45M Sell
38,000
-207,487
-85% -$8.97M ﹤0.01% 1713
2023
Q1 		$11.7M Sell
245,487
-134,697
-35% -$5.86M 0.03% 536
2022
Q4 		$15M Buy
380,184
+202,689
+114% +$6.91M 0.05% 428
2022
Q3 		$6.1M Sell
177,495
-541,011
-75% -$18.3M 0.02% 677
2022
Q2 		$22.6M Buy
718,506
+621,920
+644% +$25.8M 0.07% 300
2022
Q1 		$5.29M Sell
96,586
-12,031
-11% -$687K 0.02% 895
2021
Q4 		$8.41M Buy
+108,617
New +$7.59M 0.02% 883
2021
Q3 		– Sell
-76,000
Closed -$5.59M – 4829
2021
Q2 		$5.5M Sell
76,000
-91,438
-55% -$5.71M 0.01% 1139
2021
Q1 		$10.7M Buy
+167,438
New +$11.7M 0.03% 684
2020
Q1 		– Sell
-40,036
Closed -$1.82M – 3951
2019
Q4 		$1.8M Buy
40,036
+7,016
+21% +$290K 0.01% 1676
2019
Q3 		$1.19M Sell
33,020
-327,316
-91% -$15.6M ﹤0.01% 1836
2019
Q2 		$17.4M Sell
360,336
-202,080
-36% -$8.59M 0.06% 391
2019
Q1 		$22.9M Buy
562,416
+488,361
+659% +$16.9M 0.07% 344
2018
Q4 		$1.84M Buy
74,055
+20,839
+39% +$518K 0.01% 1282
2018
Q3 		$1.66M Sell
53,216
-26,845
-34% -$715K ﹤0.01% 1607
2018
Q2 		$2.08M Buy
+80,061
New +$1.9M 0.01% 1581

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

John Overdeck's SMAR Position: Q1 2025 in Review

John Overdeck sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 16,910 shares — an estimated $947K sold.

John Overdeck first reported a position in SMAR in Q2 2018 and held it in 22 quarters. The position peaked at $22.9M in Q1 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • John Overdeck reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • John Overdeck sold 16,910 Smartsheet Inc. shares in Q1 2025, an estimated $947K.
  • John Overdeck first reported a position in Smartsheet Inc. in Q2 2018 and held it in 22 quarters.
  • John Overdeck's Smartsheet Inc. position peaked at $22.9M in Q1 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Two Sigma Investments's 13F filing for Q1 2025, filed 15 May 2025.