MML Investors Services
SMAR

MML Investors Services’s Smartsheet Inc. SMAR Stock Holding History

MML Investors Services’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
2024
Q4 		– Sell
-6,007
Closed -$333K – 2755
2024
Q3 		$333K Buy
+6,007
New +$291K ﹤0.01% 2104
2022
Q1 		– Sell
-3,425
Closed -$265K – 2161
2021
Q4 		$265K Buy
3,425
+515
+18% +$36K ﹤0.01% 1766
2021
Q3 		$200K Buy
+2,910
New +$214K ﹤0.01% 1869

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

MML Investors Services's SMAR Position: Q4 2024 in Review

MML Investors Services sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 6,007 shares — an estimated $333K sold.

MML Investors Services first reported a position in SMAR in Q3 2021 and held it in 3 quarters. The position peaked at $333K in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • MML Investors Services reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • MML Investors Services sold 6,007 Smartsheet Inc. shares in Q4 2024, an estimated $333K.
  • MML Investors Services first reported a position in Smartsheet Inc. in Q3 2021 and held it in 3 quarters.
  • MML Investors Services's Smartsheet Inc. position peaked at $333K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on MML Investors Services's 13F filing for Q4 2024, filed 13 Feb 2025.