RAM
SMAR

Readystate Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Readystate 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
-546,618
Closed -$30.6M – 776
2024
Q4 		$30.6M Buy
546,618
+186,118
+52% +$10.4M 0.94% 21
2024
Q3 		$20M Buy
+360,500
New +$17.5M 0.37% 34
2024
Q2 		– Sell
-15,683
Closed -$604K – 1150
2024
Q1 		$604K Buy
+15,683
New +$684K 0.01% 781

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 $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 $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

Readystate Asset Management's SMAR Position: Q1 2025 in Review

Readystate Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 546,618 shares — an estimated $30.6M sold.

Readystate Asset Management first reported a position in SMAR in Q1 2024 and held it in 3 quarters. The position peaked at $30.6M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Readystate Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Readystate Asset Management sold 546,618 Smartsheet Inc. shares in Q1 2025, an estimated $30.6M.
  • Readystate Asset Management first reported a position in Smartsheet Inc. in Q1 2024 and held it in 3 quarters.
  • Readystate Asset Management's Smartsheet Inc. position peaked at $30.6M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Readystate Asset Management's 13F filing for Q1 2025, filed 6 May 2025.