Loomis, Sayles & Company
SMAR

Loomis, Sayles & Company’s Smartsheet Inc. SMAR Stock Holding History

Loomis, Sayles & Company’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
-11,312
Closed -$634K – 770
2024
Q4 		$634K Hold
11,312
– – ﹤0.01% 489
2024
Q3 		$626K Buy
11,312
+1,407
+14% +$68.2K ﹤0.01% 472
2024
Q2 		$437K Buy
9,905
+4,170
+73% +$166K ﹤0.01% 485
2024
Q1 		$221K Buy
5,735
+5,648
+6,492% +$246K ﹤0.01% 514
2023
Q4 		$4K Buy
+87
New +$3.71K ﹤0.01% 918
2022
Q2 		– Sell
-449,522
Closed -$24.6M – 1065
2022
Q1 		$24.6M Buy
449,522
+14,262
+3% +$815K 0.03% 256
2021
Q4 		$33.7M Sell
435,260
-4,470
-1% -$312K 0.04% 236
2021
Q3 		$30.3M Buy
439,730
+12,243
+3% +$900K 0.04% 249
2021
Q2 		$30.9M Buy
427,487
+16,836
+4% +$1.05M 0.04% 245
2021
Q1 		$26.2M Buy
410,651
+72,662
+21% +$5.08M 0.03% 253
2020
Q4 		$23.4M Buy
337,989
+40,162
+13% +$2.35M 0.03% 241
2020
Q3 		$14.7M Buy
297,827
+44,533
+18% +$2.15M 0.02% 267
2020
Q2 		$12.9M Buy
253,294
+62,273
+33% +$3.17M 0.02% 275
2020
Q1 		$7.93M Buy
+191,021
New +$8.67M 0.02% 316

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

Loomis, Sayles & Company's SMAR Position: Q1 2025 in Review

Loomis, Sayles & Company sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 11,312 shares — an estimated $634K sold.

Loomis, Sayles & Company first reported a position in SMAR in Q1 2020 and held it in 14 quarters. The position peaked at $33.7M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Loomis, Sayles & Company reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 11,312 Smartsheet Inc. shares in Q1 2025, an estimated $634K.
  • Loomis, Sayles & Company first reported a position in Smartsheet Inc. in Q1 2020 and held it in 14 quarters.
  • Loomis, Sayles & Company's Smartsheet Inc. position peaked at $33.7M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Loomis, Sayles & Company's 13F filing for Q1 2025, filed 14 May 2025.