SEI Investments
SMAR

SEI Investments’s Smartsheet Inc. SMAR Stock Holding History

SEI Investments’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
-188,407
Closed -$10.6M – 2870
2024
Q4 		$10.6M Sell
188,407
-47,305
-20% -$2.65M 0.01% 960
2024
Q3 		$13M Buy
235,712
+133,374
+130% +$6.47M 0.02% 870
2024
Q2 		$4.51M Sell
102,338
-44,968
-31% -$1.79M 0.01% 1269
2024
Q1 		$5.67M Buy
147,306
+24,823
+20% +$1.08M 0.01% 1158
2023
Q4 		$5.86M Buy
122,483
+38,260
+45% +$1.63M 0.01% 1114
2023
Q3 		$3.41M Sell
84,223
-1,130
-1% -$46.4K 0.01% 1343
2023
Q2 		$3.27M Sell
85,353
-2,817
-3% -$122K 0.01% 1406
2023
Q1 		$4.21M Sell
88,170
-16,511
-16% -$718K 0.01% 1264
2022
Q4 		$4.12M Buy
104,681
+9,429
+10% +$321K 0.01% 1142
2022
Q3 		$3.27M Buy
95,252
+21,982
+30% +$745K 0.01% 1302
2022
Q2 		$2.3M Sell
73,270
-43,339
-37% -$1.8M 0.01% 1480
2022
Q1 		$6.39M Buy
116,609
+12,632
+12% +$721K 0.01% 979
2021
Q4 		$8.05M Buy
103,977
+533
+0.5% +$37.2K 0.02% 901
2021
Q3 		$7.12M Sell
103,444
-51,812
-33% -$3.81M 0.01% 915
2021
Q2 		$11.2M Sell
155,256
-16,724
-10% -$1.04M 0.02% 666
2021
Q1 		$11.1M Buy
171,980
+678
+0.4% +$47.4K 0.03% 624
2020
Q4 		$11.9M Sell
171,302
-15,891
-8% -$931K 0.03% 557
2020
Q3 		$9.25M Buy
187,193
+89,152
+91% +$4.3M 0.03% 577
2020
Q2 		$4.99M Buy
98,041
+55,238
+129% +$2.81M 0.02% 858
2020
Q1 		$1.78M Buy
42,803
+6,508
+18% +$295K 0.01% 1197
2019
Q4 		$1.63M Buy
36,295
+246
+0.7% +$10.2K ﹤0.01% 1431
2019
Q3 		$1.3M Sell
36,049
-14,910
-29% -$710K ﹤0.01% 1501
2019
Q2 		$2.47M Buy
+50,959
New +$2.17M 0.01% 1240

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

SEI Investments's SMAR Position: Q1 2025 in Review

SEI Investments sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 188,407 shares — an estimated $10.6M sold.

SEI Investments first reported a position in SMAR in Q2 2019 and held it in 23 quarters. The position peaked at $13M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • SEI Investments reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • SEI Investments sold 188,407 Smartsheet Inc. shares in Q1 2025, an estimated $10.6M.
  • SEI Investments first reported a position in Smartsheet Inc. in Q2 2019 and held it in 23 quarters.
  • SEI Investments's Smartsheet Inc. position peaked at $13M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on SEI Investments's 13F filing for Q1 2025, filed 13 May 2025.