N
SMAR

Natixis’s Smartsheet Inc. SMAR Stock Holding History

Natixis’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
-168,703
Closed -$9.45M – 1228
2024
Q4 		$9.45M Buy
168,703
+130,792
+345% +$7.32M 0.06% 245
2024
Q3 		$2.1M Sell
37,911
-8,601
-18% -$417K 0.01% 427
2024
Q2 		$2.05M Sell
46,512
-28,988
-38% -$1.16M 0.01% 409
2024
Q1 		$2.91M Buy
75,500
+9,438
+14% +$412K 0.02% 383
2023
Q4 		$3.16M Buy
66,062
+18,251
+38% +$778K 0.02% 351
2023
Q3 		$1.93M Buy
47,811
+10,536
+28% +$432K 0.01% 404
2023
Q2 		$1.43M Sell
37,275
-91,127
-71% -$3.94M 0.01% 483
2023
Q1 		$6.14M Buy
+128,402
New +$5.59M 0.06% 245
2022
Q4 		– Sell
-21,000
Closed -$722K – 1385
2022
Q3 		$722K Sell
21,000
-63,000
-75% -$2.13M ﹤0.01% 823
2022
Q2 		$2.64M Buy
+84,000
New +$3.48M 0.01% 604

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

Natixis's SMAR Position: Q1 2025 in Review

Natixis sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 168,703 shares — an estimated $9.45M sold.

Natixis first reported a position in SMAR in Q2 2022 and held it in 10 quarters. The position peaked at $9.45M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Natixis reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Natixis sold 168,703 Smartsheet Inc. shares in Q1 2025, an estimated $9.45M.
  • Natixis first reported a position in Smartsheet Inc. in Q2 2022 and held it in 10 quarters.
  • Natixis's Smartsheet Inc. position peaked at $9.45M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Natixis's 13F filing for Q1 2025, filed 14 May 2025.