Picton Mahoney Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Picton Mahoney 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	-945,500	Closed	-$53M	–	1068
2024 Q4	$53M	Buy	945,500 +88,759	+10%	+$4.97M	1.08%	12
2024 Q3	$47.4M	Buy	+856,741	New	+$41.5M	1.55%	6

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Picton Mahoney Asset Management's SMAR Position: Q1 2025 in Review

Picton Mahoney Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 945,500 shares — an estimated $53M sold.

Picton Mahoney Asset Management first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $53M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Picton Mahoney Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 945,500 Smartsheet Inc. shares in Q1 2025, an estimated $53M.
Picton Mahoney Asset Management first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
Picton Mahoney Asset Management's Smartsheet Inc. position peaked at $53M in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2025, filed 7 May 2025.