MAM
SMAR

Melqart Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Melqart Asset Management’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
-553,311
Closed -$31M – 68
2024
Q4 		$31M Buy
553,311
+233,298
+73% +$13.1M 3.74% 9
2024
Q3 		$17.7M Buy
+320,013
New +$15.5M 1.6% 19
2022
Q1 		– Sell
-98,748
Closed -$7.65M – 98
2021
Q4 		$7.65M Sell
98,748
-88,152
-47% -$6.16M 0.39% 52
2021
Q3 		$12.9M Buy
186,900
+78,900
+73% +$5.8M 0.62% 41
2021
Q2 		$7.81M Buy
+108,000
New +$6.74M 0.35% 52

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

Melqart Asset Management's SMAR Position: Q1 2025 in Review

Melqart Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 553,311 shares — an estimated $31M sold.

Melqart Asset Management first reported a position in SMAR in Q2 2021 and held it in 5 quarters. The position peaked at $31M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Melqart Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Melqart Asset Management sold 553,311 Smartsheet Inc. shares in Q1 2025, an estimated $31M.
  • Melqart Asset Management first reported a position in Smartsheet Inc. in Q2 2021 and held it in 5 quarters.
  • Melqart Asset Management's Smartsheet Inc. position peaked at $31M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Melqart Asset Management's 13F filing for Q1 2025, filed 15 May 2025.