SSA
SMAR

Schonfeld Strategic Advisors’s Smartsheet Inc. SMAR Stock Holding History

Schonfeld Strategic 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
-966,318
Closed -$54.1M – 2594
2024
Q4 		$54.1M Buy
966,318
+559,312
+137% +$31.3M 0.31% 38
2024
Q3 		$22.5M Buy
407,006
+298,996
+277% +$14.5M 0.15% 112
2024
Q2 		$4.76M Buy
108,010
+48,357
+81% +$1.93M 0.03% 566
2024
Q1 		$2.3M Buy
59,653
+47,821
+404% +$2.09M 0.02% 943
2023
Q4 		$566K Sell
11,832
-5,668
-32% -$242K ﹤0.01% 1241
2023
Q3 		$708K Buy
+17,500
New +$718K 0.01% 1123
2023
Q2 		– Sell
-818,759
Closed -$39.1M – 2582
2023
Q1 		$39.1M Buy
818,759
+456,581
+126% +$19.9M 0.37% 54
2022
Q4 		$14.3M Buy
+362,178
New +$12.3M 0.12% 240
2022
Q3 		– Sell
-932,972
Closed -$29.3M – 3226
2022
Q2 		$29.3M Buy
+932,972
New +$38.7M 0.28% 73
2021
Q3 		– Sell
-125,100
Closed -$9.05M – 2541
2021
Q2 		$9.05M Buy
+125,100
New +$7.81M 0.1% 307
2021
Q1 		– Sell
-9,724
Closed -$674K – 2182
2020
Q4 		$674K Sell
9,724
-5,276
-35% -$309K 0.01% 939
2020
Q3 		$741K Buy
+15,000
New +$724K 0.01% 793
2020
Q1 		– Sell
-11,203
Closed -$503K – 1597
2019
Q4 		$503K Sell
11,203
-109,695
-91% -$4.54M 0.01% 741
2019
Q3 		$4.36M Buy
120,898
+80,198
+197% +$3.82M 0.13% 182
2019
Q2 		$1.97M Buy
+40,700
New +$1.73M 0.07% 293

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

Schonfeld Strategic Advisors's SMAR Position: Q1 2025 in Review

Schonfeld Strategic Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 966,318 shares — an estimated $54.1M sold.

Schonfeld Strategic Advisors first reported a position in SMAR in Q2 2019 and held it in 15 quarters. The position peaked at $54.1M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Schonfeld Strategic Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Schonfeld Strategic Advisors sold 966,318 Smartsheet Inc. shares in Q1 2025, an estimated $54.1M.
  • Schonfeld Strategic Advisors first reported a position in Smartsheet Inc. in Q2 2019 and held it in 15 quarters.
  • Schonfeld Strategic Advisors's Smartsheet Inc. position peaked at $54.1M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2025, filed 15 May 2025.