PA
SMAR

Parallel Advisors’s Smartsheet Inc. SMAR Stock Holding History

Parallel Advisors’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
-2,032
Closed -$114K – 3723
2024
Q4 		$114K Buy
2,032
+1,559
+330% +$87.2K ﹤0.01% 1201
2024
Q3 		$26.2K Buy
473
+33
+8% +$1.6K ﹤0.01% 1942
2024
Q2 		$19.4K Buy
440
+134
+44% +$5.34K ﹤0.01% 2007
2024
Q1 		$11.8K Buy
306
+202
+194% +$8.81K ﹤0.01% 2236
2023
Q4 		$4.97K Buy
104
+6
+6% +$256 ﹤0.01% 2531
2023
Q3 		$3.96K Sell
98
-39
-28% -$1.6K ﹤0.01% 2581
2023
Q2 		$5.24K Sell
137
-39
-22% -$1.69K ﹤0.01% 2410
2023
Q1 		$8.41K Sell
176
-11
-6% -$479 ﹤0.01% 2207
2022
Q4 		$7.36K Sell
187
-255
-58% -$8.69K ﹤0.01% 2161
2022
Q3 		$15K Buy
442
+242
+121% +$8.2K ﹤0.01% 1827
2022
Q2 		$6K Buy
200
+58
+41% +$2.4K ﹤0.01% 2224
2022
Q1 		$8K Sell
142
-509
-78% -$29.1K ﹤0.01% 2141
2021
Q4 		$50K Buy
651
+484
+290% +$33.8K ﹤0.01% 1321
2021
Q3 		$11K Buy
167
+41
+33% +$3.01K ﹤0.01% 2043
2021
Q2 		$9K Buy
126
+68
+117% +$4.24K ﹤0.01% 2078
2021
Q1 		$4K Buy
58
+40
+222% +$2.8K ﹤0.01% 2303
2020
Q4 		$1K Buy
18
+8
+80% +$469 ﹤0.01% 2511
2020
Q3 		$0 Sell
10
-1,490
-99% -$71.9K ﹤0.01% 2711
2020
Q2 		$76K Buy
+1,500
New +$76.4K 0.01% 881
2019
Q1 		– Sell
-89
Closed -$2K – 2419
2018
Q4 		$2K Buy
89
+39
+78% +$970 ﹤0.01% 1931
2018
Q3 		$2K Hold
50
– – ﹤0.01% 2070
2018
Q2 		$1K Buy
+50
New +$1.19K ﹤0.01% 2034

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

Parallel Advisors's SMAR Position: Q1 2025 in Review

Parallel Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,032 shares — an estimated $114K sold.

Parallel Advisors first reported a position in SMAR in Q2 2018 and held it in 22 quarters. The position peaked at $114K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Parallel Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Parallel Advisors sold 2,032 Smartsheet Inc. shares in Q1 2025, an estimated $114K.
  • Parallel Advisors first reported a position in Smartsheet Inc. in Q2 2018 and held it in 22 quarters.
  • Parallel Advisors's Smartsheet Inc. position peaked at $114K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.