ProShare Advisors
SMAR

ProShare Advisors’s Smartsheet Inc. SMAR Stock Holding History

ProShare 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
-5,259
Closed -$295K – 2288
2024
Q4 		$295K Buy
5,259
+159
+3% +$8.9K ﹤0.01% 1647
2024
Q3 		$282K Buy
+5,100
New +$247K ﹤0.01% 1506
2022
Q2 		– Sell
-7,206
Closed -$395K – 2181
2022
Q1 		$395K Sell
7,206
-2,108
-23% -$120K ﹤0.01% 1452
2021
Q4 		$721K Buy
9,314
+2,660
+40% +$186K ﹤0.01% 1220
2021
Q3 		$458K Buy
6,654
+318
+5% +$23.4K ﹤0.01% 1257
2021
Q2 		$458K Buy
6,336
+476
+8% +$29.7K ﹤0.01% 1595
2021
Q1 		$375K Buy
5,860
+422
+8% +$29.5K ﹤0.01% 1657
2020
Q4 		$377K Buy
5,438
+459
+9% +$26.9K ﹤0.01% 1451
2020
Q3 		$246K Buy
4,979
+754
+18% +$36.4K ﹤0.01% 1306
2020
Q2 		$215K Buy
+4,225
New +$215K ﹤0.01% 1418

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 $426M AUM 23.62% 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

ProShare Advisors's SMAR Position: Q1 2025 in Review

ProShare Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 5,259 shares — an estimated $295K sold.

ProShare Advisors first reported a position in SMAR in Q2 2020 and held it in 10 quarters. The position peaked at $721K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • ProShare Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • ProShare Advisors sold 5,259 Smartsheet Inc. shares in Q1 2025, an estimated $295K.
  • ProShare Advisors first reported a position in Smartsheet Inc. in Q2 2020 and held it in 10 quarters.
  • ProShare Advisors's Smartsheet Inc. position peaked at $721K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on ProShare Advisors's 13F filing for Q1 2025, filed 8 May 2025.