SG Americas Securities
SMAR

SG Americas Securities’s Smartsheet Inc. SMAR Stock Holding History

SG Americas Securities’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
-8,680
Closed -$486K – 3849
2024
Q4 		$486K Buy
8,680
+3,316
+62% +$186K ﹤0.01% 1369
2024
Q3 		$297K Buy
5,364
+1,735
+48% +$84.1K ﹤0.01% 2156
2024
Q2 		$160K Sell
3,629
-12,001
-77% -$478K ﹤0.01% 2281
2024
Q1 		$602K Buy
15,630
+11,166
+250% +$487K ﹤0.01% 1340
2023
Q4 		$213K Sell
4,464
-4,918
-52% -$210K ﹤0.01% 2110
2023
Q3 		$380K Buy
9,382
+5,917
+171% +$243K ﹤0.01% 1944
2023
Q2 		$133K Sell
3,465
-47,360
-93% -$2.05M ﹤0.01% 1968
2023
Q1 		$2.43M Buy
+50,825
New +$2.21M 0.03% 562
2022
Q3 		– Sell
-160,780
Closed -$5.05M – 3634
2022
Q2 		$5.05M Buy
160,780
+90,261
+128% +$3.74M 0.05% 300
2022
Q1 		$3.86M Buy
70,519
+58,833
+503% +$3.36M 0.03% 544
2021
Q4 		$905K Buy
11,686
+4,256
+57% +$297K ﹤0.01% 1723
2021
Q3 		$511K Sell
7,430
-63,254
-89% -$4.65M ﹤0.01% 2488
2021
Q2 		$5.11M Buy
70,684
+55,263
+358% +$3.45M 0.02% 579
2021
Q1 		$986K Buy
15,421
+409
+3% +$28.6K 0.01% 1552
2020
Q4 		$1.04M Buy
15,012
+7,559
+101% +$443K 0.01% 1515
2020
Q3 		$368K Buy
7,453
+856
+13% +$41.3K ﹤0.01% 1816
2020
Q2 		$336K Sell
6,597
-5,158
-44% -$263K ﹤0.01% 2432
2020
Q1 		$488K Buy
11,755
+8,026
+215% +$364K ﹤0.01% 1859
2019
Q4 		$168K Sell
3,729
-6,378
-63% -$264K ﹤0.01% 2606
2019
Q3 		$364K Buy
10,107
+2,282
+29% +$109K ﹤0.01% 2058
2019
Q2 		$379K Buy
7,825
+2,700
+53% +$115K ﹤0.01% 2058
2019
Q1 		$209K Buy
+5,125
New +$177K ﹤0.01% 2535

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

SG Americas Securities's SMAR Position: Q1 2025 in Review

SG Americas Securities sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 8,680 shares — an estimated $486K sold.

SG Americas Securities first reported a position in SMAR in Q1 2019 and held it in 22 quarters. The position peaked at $5.11M in Q2 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • SG Americas Securities reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • SG Americas Securities sold 8,680 Smartsheet Inc. shares in Q1 2025, an estimated $486K.
  • SG Americas Securities first reported a position in Smartsheet Inc. in Q1 2019 and held it in 22 quarters.
  • SG Americas Securities's Smartsheet Inc. position peaked at $5.11M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on SG Americas Securities's 13F filing for Q1 2025, filed 15 Apr 2025.