PCM
SMAR

Prelude Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Prelude Capital 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
-250,108
Closed -$14M – 1623
2024
Q4 		$14M Buy
250,108
+133,003
+114% +$7.44M 0.88% 9
2024
Q3 		$6.48M Buy
117,105
+20,418
+21% +$990K 0.39% 37
2024
Q2 		$4.26M Buy
96,687
+75,639
+359% +$3.02M 0.3% 77
2024
Q1 		$810K Buy
21,048
+14,386
+216% +$628K 0.04% 452
2023
Q4 		$319K Buy
6,662
+627
+10% +$26.7K 0.02% 707
2023
Q3 		$244K Buy
+6,035
New +$248K 0.02% 787
2022
Q1 		– Sell
-12,136
Closed -$940K – 2320
2021
Q4 		$940K Sell
12,136
-3,792
-24% -$265K 0.02% 646
2021
Q3 		$1.1M Buy
+15,928
New +$1.17M 0.03% 528
2019
Q4 		– Sell
-251
Closed -$9K – 2325
2019
Q3 		$9K Buy
+251
New +$12K ﹤0.01% 1510

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

Prelude Capital Management's SMAR Position: Q1 2025 in Review

Prelude Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 250,108 shares — an estimated $14M sold.

Prelude Capital Management first reported a position in SMAR in Q3 2019 and held it in 9 quarters. The position peaked at $14M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Prelude Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Prelude Capital Management sold 250,108 Smartsheet Inc. shares in Q1 2025, an estimated $14M.
  • Prelude Capital Management first reported a position in Smartsheet Inc. in Q3 2019 and held it in 9 quarters.
  • Prelude Capital Management's Smartsheet Inc. position peaked at $14M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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