Macquarie Group
SMAR

Macquarie Group’s Smartsheet Inc. SMAR Stock Holding History

Macquarie Group’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
-309,930
Closed -$17.4M – 1828
2024
Q4 		$17.4M Buy
309,930
+43,724
+16% +$2.45M 0.02% 682
2024
Q3 		$14.7M Buy
266,206
+21,401
+9% +$1.04M 0.02% 757
2024
Q2 		$10.8M Sell
244,805
-22,773
-9% -$908K 0.01% 800
2024
Q1 		$10.3M Sell
267,578
-17,855
-6% -$779K 0.01% 815
2023
Q4 		$13.6M Buy
285,433
+87,598
+44% +$3.73M 0.02% 762
2023
Q3 		$8M Sell
197,835
-838,115
-81% -$34.4M 0.01% 833
2023
Q2 		$39.6M Buy
1,035,950
+72,450
+8% +$3.13M 0.05% 496
2023
Q1 		$46.1M Buy
963,500
+31,685
+3% +$1.38M 0.05% 448
2022
Q4 		$36.7M Sell
931,815
-49,916
-5% -$1.7M 0.04% 541
2022
Q3 		$33.8M Sell
981,731
-38,723
-4% -$1.31M 0.04% 553
2022
Q2 		$32.1M Buy
1,020,454
+44,198
+5% +$1.83M 0.04% 595
2022
Q1 		$53.5K Buy
976,256
+293,954
+43% +$16.8M 0.04% 504
2021
Q4 		$52.8M Buy
682,302
+133,266
+24% +$9.31M 0.04% 508
2021
Q3 		$37.8M Buy
549,036
+7,421
+1% +$546K 0.03% 590
2021
Q2 		$39.2M Buy
541,615
+538,445
+16,986% +$33.6M 0.03% 604
2021
Q1 		$203K Sell
3,170
-1,668
-34% -$117K ﹤0.01% 1702
2020
Q4 		$335K Hold
4,838
– – ﹤0.01% 1536
2020
Q3 		$239K Hold
4,838
– – ﹤0.01% 1572
2020
Q2 		$246K Buy
4,838
+138
+3% +$7.03K ﹤0.01% 1502
2020
Q1 		$195K Hold
4,700
– – ﹤0.01% 1460
2019
Q4 		$211K Hold
4,700
– – ﹤0.01% 1586
2019
Q3 		$169K Buy
+4,700
New +$224K ﹤0.01% 1625

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

Macquarie Group's SMAR Position: Q1 2025 in Review

Macquarie Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 309,930 shares — an estimated $17.4M sold.

Macquarie Group first reported a position in SMAR in Q3 2019 and held it in 22 quarters. The position peaked at $52.8M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Macquarie Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Macquarie Group sold 309,930 Smartsheet Inc. shares in Q1 2025, an estimated $17.4M.
  • Macquarie Group first reported a position in Smartsheet Inc. in Q3 2019 and held it in 22 quarters.
  • Macquarie Group's Smartsheet Inc. position peaked at $52.8M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Macquarie Group's 13F filing for Q1 2025, filed 15 May 2025.