Prudential Financial
SMAR

Prudential Financial’s Smartsheet Inc. SMAR Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-40,120
Closed -$2.22M – 2799
2024
Q3 		$2.22M Buy
40,120
+12,662
+46% +$614K ﹤0.01% 1430
2024
Q2 		$1.21M Buy
+27,458
New +$1.09M ﹤0.01% 1720
2024
Q1 		– Sell
-5,157
Closed -$247K – 2771
2023
Q4 		$247K Buy
5,157
+34
+0.7% +$1.45K ﹤0.01% 2375
2023
Q3 		$207K Sell
5,123
-3,798
-43% -$156K ﹤0.01% 2385
2023
Q2 		$341K Buy
8,921
+889
+11% +$38.4K ﹤0.01% 2259
2023
Q1 		$384K Sell
8,032
-14,604
-65% -$635K ﹤0.01% 2183
2022
Q4 		$891K Buy
22,636
+10,411
+85% +$355K ﹤0.01% 1766
2022
Q3 		$420K Sell
12,225
-8,636
-41% -$293K ﹤0.01% 2146
2022
Q2 		$654K Buy
+20,861
New +$864K ﹤0.01% 1996

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Prudential Financial's SMAR Position: Q4 2024 in Review

Prudential Financial sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 40,120 shares — an estimated $2.22M sold.

Prudential Financial first reported a position in SMAR in Q2 2022 and held it in 9 quarters. The position peaked at $2.22M in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Prudential Financial reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 40,120 Smartsheet Inc. shares in Q4 2024, an estimated $2.22M.
  • Prudential Financial first reported a position in Smartsheet Inc. in Q2 2022 and held it in 9 quarters.
  • Prudential Financial's Smartsheet Inc. position peaked at $2.22M in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.