Millennium Management
SMAR

Millennium Management’s Smartsheet Inc. SMAR Stock Holding History

Millennium 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
-1,654,225
Closed -$92.7M – 6611
2024
Q4 		$92.7M Sell
1,654,225
-220,049
-12% -$12.3M 0.05% 429
2024
Q3 		$104M Buy
1,874,274
+948,428
+102% +$46M 0.05% 396
2024
Q2 		$40.8M Buy
925,846
+176,599
+24% +$7.04M 0.02% 938
2024
Q1 		$28.8M Buy
749,247
+479,230
+177% +$20.9M 0.01% 1233
2023
Q4 		$12.9M Sell
270,017
-603,094
-69% -$25.7M 0.01% 1942
2023
Q3 		$35.3M Buy
873,111
+465,459
+114% +$19.1M 0.02% 951
2023
Q2 		$15.6M Sell
407,652
-1,204,809
-75% -$52.1M 0.01% 1621
2023
Q1 		$77.1M Buy
1,612,461
+352,265
+28% +$15.3M 0.04% 452
2022
Q4 		$49.6M Buy
1,260,196
+283,343
+29% +$9.66M 0.03% 756
2022
Q3 		$33.6M Sell
976,853
-2,103,601
-68% -$71.3M 0.02% 939
2022
Q2 		$96.8M Buy
3,080,454
+1,454,261
+89% +$60.3M 0.06% 314
2022
Q1 		$89.1M Buy
1,626,193
+387,729
+31% +$22.1M 0.05% 400
2021
Q4 		$95.9M Buy
1,238,464
+265,615
+27% +$18.6M 0.05% 380
2021
Q3 		$67M Buy
972,849
+670,895
+222% +$49.3M 0.04% 495
2021
Q2 		$21.8M Buy
301,954
+240,745
+393% +$15M 0.01% 1124
2021
Q1 		$3.91M Sell
61,209
-201,090
-77% -$14.1M ﹤0.01% 2849
2020
Q4 		$18.2M Buy
+262,299
New +$15.4M 0.01% 1149
2020
Q2 		– Sell
-510,066
Closed -$21.2M – 4692
2020
Q1 		$21.2M Buy
510,066
+415,274
+438% +$18.8M 0.05% 424
2019
Q4 		$4.26M Buy
94,792
+82,124
+648% +$3.4M 0.01% 2062
2019
Q3 		$456K Sell
12,668
-229,994
-95% -$11M ﹤0.01% 3321
2019
Q2 		$11.7M Sell
242,662
-220,898
-48% -$9.39M 0.02% 1132
2019
Q1 		$18.9M Buy
463,560
+341,385
+279% +$11.8M 0.03% 835
2018
Q4 		$3.04M Sell
122,175
-16,698
-12% -$415K ﹤0.01% 1937
2018
Q3 		$4.34M Buy
138,873
+119,610
+621% +$3.19M 0.01% 1911
2018
Q2 		$500K Buy
+19,263
New +$458K ﹤0.01% 3167

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

Millennium Management's SMAR Position: Q1 2025 in Review

Millennium Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1,654,225 shares — an estimated $92.7M sold.

Millennium Management first reported a position in SMAR in Q2 2018 and held it in 25 quarters. The position peaked at $104M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Millennium Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Millennium Management sold 1,654,225 Smartsheet Inc. shares in Q1 2025, an estimated $92.7M.
  • Millennium Management first reported a position in Smartsheet Inc. in Q2 2018 and held it in 25 quarters.
  • Millennium Management's Smartsheet Inc. position peaked at $104M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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