MC
SMAR

Machina Capital’s Smartsheet Inc. SMAR Stock Holding History

Machina Capital’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
-4,595
Closed -$257K – 397
2024
Q4 		$257K Buy
+4,595
New +$257K 0.11% 238
2023
Q2 		– Sell
-200
Closed -$9.56K – 561
2023
Q1 		$9.56K Buy
+200
New +$8.7K 0.01% 417

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Machina Capital's SMAR Position: Q1 2025 in Review

Machina Capital sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,595 shares — an estimated $257K sold.

Machina Capital first reported a position in SMAR in Q1 2023 and held it in 2 quarters. The position peaked at $257K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Machina Capital reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Machina Capital sold 4,595 Smartsheet Inc. shares in Q1 2025, an estimated $257K.
  • Machina Capital first reported a position in Smartsheet Inc. in Q1 2023 and held it in 2 quarters.
  • Machina Capital's Smartsheet Inc. position peaked at $257K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Machina Capital's 13F filing for Q1 2025, filed 6 May 2025.