Marshall Wace
SMAR

Marshall Wace’s Smartsheet Inc. SMAR Stock Holding History

Marshall Wace’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
-376,875
Closed -$21.1M – 3205
2024
Q4 		$21.1M Buy
376,875
+298,572
+381% +$16.7M 0.03% 523
2024
Q3 		$4.33M Sell
78,303
-1,757,691
-96% -$85.2M 0.01% 1050
2024
Q2 		$80.9M Buy
1,835,994
+533,278
+41% +$21.3M 0.11% 176
2024
Q1 		$50.2M Buy
1,302,716
+975,929
+299% +$42.6M 0.08% 254
2023
Q4 		$15.6M Sell
326,787
-165,721
-34% -$7.06M 0.03% 550
2023
Q3 		$19.9M Buy
492,508
+173,639
+54% +$7.13M 0.04% 441
2023
Q2 		$12.2M Buy
+318,869
New +$13.8M 0.02% 649
2022
Q4 		– Sell
-50,454
Closed -$1.73M – 3523
2022
Q3 		$1.73M Sell
50,454
-703,651
-93% -$23.8M ﹤0.01% 2103
2022
Q2 		$23.7M Buy
754,105
+88,545
+13% +$3.67M 0.05% 395
2022
Q1 		$36.5M Buy
665,560
+333,302
+100% +$19M 0.07% 314
2021
Q4 		$25.7M Buy
332,258
+328,382
+8,472% +$22.9M 0.05% 406
2021
Q3 		$267K Sell
3,876
-29,809
-88% -$2.19M ﹤0.01% 2700
2021
Q2 		$2.44M Sell
33,685
-106,225
-76% -$6.63M 0.01% 1294
2021
Q1 		$8.94M Buy
139,910
+41,928
+43% +$2.93M 0.04% 514
2020
Q4 		$6.79M Buy
+97,982
New +$5.74M 0.04% 470
2018
Q4 		– Sell
-71,621
Closed -$2.24M – 1857
2018
Q3 		$2.24M Buy
+71,621
New +$1.91M 0.02% 657

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

Marshall Wace's SMAR Position: Q1 2025 in Review

Marshall Wace sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 376,875 shares — an estimated $21.1M sold.

Marshall Wace first reported a position in SMAR in Q3 2018 and held it in 16 quarters. The position peaked at $80.9M in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Marshall Wace reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Marshall Wace sold 376,875 Smartsheet Inc. shares in Q1 2025, an estimated $21.1M.
  • Marshall Wace first reported a position in Smartsheet Inc. in Q3 2018 and held it in 16 quarters.
  • Marshall Wace's Smartsheet Inc. position peaked at $80.9M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.