JF
SMAR

Jump Financial’s Smartsheet Inc. SMAR Stock Holding History

Jump Financial’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
-3,925
Closed -$220K – 2111
2024
Q4 		$220K Buy
3,925
+233
+6% +$13K ﹤0.01% 1450
2024
Q3 		$204K Buy
+3,692
New +$179K ﹤0.01% 1461
2023
Q1 		– Sell
-7,190
Closed -$283K – 2141
2022
Q4 		$283K Sell
7,190
-68,888
-91% -$2.35M 0.01% 1084
2022
Q3 		$2.61M Sell
76,078
-10,803
-12% -$366K 0.1% 291
2022
Q2 		$2.73M Buy
86,881
+70,178
+420% +$2.91M 0.12% 234
2022
Q1 		$915K Buy
+16,703
New +$954K 0.04% 557
2021
Q4 		– Sell
-3,602
Closed -$248K – 1789
2021
Q3 		$248K Buy
+3,602
New +$265K 0.02% 758
2021
Q1 		– Sell
-23,802
Closed -$1.65M – 1363
2020
Q4 		$1.65M Buy
23,802
+18,702
+367% +$1.1M 0.28% 58
2020
Q3 		$252K Buy
+5,100
New +$246K 0.05% 556

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

Jump Financial's SMAR Position: Q1 2025 in Review

Jump Financial sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 3,925 shares — an estimated $220K sold.

Jump Financial first reported a position in SMAR in Q3 2020 and held it in 9 quarters. The position peaked at $2.73M in Q2 2022. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Jump Financial reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Jump Financial sold 3,925 Smartsheet Inc. shares in Q1 2025, an estimated $220K.
  • Jump Financial first reported a position in Smartsheet Inc. in Q3 2020 and held it in 9 quarters.
  • Jump Financial's Smartsheet Inc. position peaked at $2.73M in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Jump Financial's 13F filing for Q1 2025, filed 14 May 2025.