PD
SMAR

Pat Dorsey’s Smartsheet Inc. SMAR Stock Holding History

Pat Dorsey’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
-1,447,727
Closed -$81.1M – 14
2024
Q4 		$81.1M Sell
1,447,727
-45,559
-3% -$2.55M 8.36% 7
2024
Q3 		$82.7M Sell
1,493,286
-987,103
-40% -$47.8M 8.91% 7
2024
Q2 		$109M Sell
2,480,389
-31,939
-1% -$1.27M 13.03% 2
2024
Q1 		$96.7M Sell
2,512,328
-33,704
-1% -$1.47M 11.24% 4
2023
Q4 		$122M Sell
2,546,032
-148,264
-6% -$6.32M 15.65% 2
2023
Q3 		$109M Sell
2,694,296
-586,307
-18% -$24.1M 14.23% 4
2023
Q2 		$126M Sell
3,280,603
-356,995
-10% -$15.4M 16.62% 2
2023
Q1 		$174M Sell
3,637,598
-208,953
-5% -$9.09M 19.71% 2
2022
Q4 		$151M Buy
3,846,551
+231,379
+6% +$7.88M 22.01% 1
2022
Q3 		$124M Buy
3,615,172
+177,120
+5% +$6M 15.05% 2
2022
Q2 		$108M Buy
3,438,052
+428,899
+14% +$17.8M 13.49% 4
2022
Q1 		$165M Buy
3,009,153
+203,696
+7% +$11.6M 15.87% 2
2021
Q4 		$217M Buy
2,805,457
+31,563
+1% +$2.2M 18.54% 2
2021
Q3 		$191M Sell
2,773,894
-428,304
-13% -$31.5M 16.66% 2
2021
Q2 		$232M Buy
3,202,198
+481,400
+18% +$30M 17.46% 2
2021
Q1 		$174M Buy
2,720,798
+1,433,608
+111% +$100M 18.19% 2
2020
Q4 		$89.2M Buy
1,287,190
+397,203
+45% +$23.3M 11.67% 3
2020
Q3 		$44M Sell
889,987
-745,050
-46% -$36M 6.54% 8
2020
Q2 		$83.3M Buy
+1,635,037
New +$83.2M 13.45% 2

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 $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Pat Dorsey's SMAR Position: Q1 2025 in Review

Pat Dorsey sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1,447,727 shares — an estimated $81.1M sold.

Pat Dorsey first reported a position in SMAR in Q2 2020 and held it in 19 quarters. The position peaked at $232M in Q2 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Pat Dorsey reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Pat Dorsey sold 1,447,727 Smartsheet Inc. shares in Q1 2025, an estimated $81.1M.
  • Pat Dorsey first reported a position in Smartsheet Inc. in Q2 2020 and held it in 19 quarters.
  • Pat Dorsey's Smartsheet Inc. position peaked at $232M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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