OAM
SMAR

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

Oxford 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
-11,370
Closed -$637K – 758
2024
Q4 		$637K Buy
11,370
+5,175
+84% +$290K 0.28% 110
2024
Q3 		$343K Sell
6,195
-6,788
-52% -$329K 0.29% 137
2024
Q2 		$572K Buy
12,983
+5,391
+71% +$215K 0.56% 43
2024
Q1 		$292K Buy
+7,592
New +$331K 0.3% 120
2019
Q4 		– Sell
-52,591
Closed -$1.9M – 2152
2019
Q3 		$1.9M Sell
52,591
-4,135
-7% -$197K 0.05% 581
2019
Q2 		$2.75M Buy
56,726
+4,163
+8% +$177K 0.06% 490
2019
Q1 		$2.14M Buy
+52,563
New +$1.82M 0.05% 540

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

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

Oxford Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 11,370 shares — an estimated $637K sold.

Oxford Asset Management first reported a position in SMAR in Q1 2019 and held it in 7 quarters. The position peaked at $2.75M in Q2 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Oxford Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Oxford Asset Management sold 11,370 Smartsheet Inc. shares in Q1 2025, an estimated $637K.
  • Oxford Asset Management first reported a position in Smartsheet Inc. in Q1 2019 and held it in 7 quarters.
  • Oxford Asset Management's Smartsheet Inc. position peaked at $2.75M in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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