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
2020
Q3 		– Sell
-600
Closed -$31K – 2465
2020
Q2 		$31K Buy
+600
New +$30.5K ﹤0.01% 1284

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.