Simplex Trading
SMAR

Simplex Trading’s Smartsheet Inc. SMAR Stock Holding History

Simplex Trading’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
-36,079
Closed -$2.02M – 10024
2024
Q4 		$2.02M Buy
+36,079
New +$2.02M ﹤0.01% 2183
2024
Q1 		– Sell
-4,984
Closed -$217K – 10158
2023
Q4 		$238K Buy
4,984
+3,696
+287% +$158K ﹤0.01% 4496
2023
Q3 		$52K Sell
1,288
-9,266
-88% -$380K ﹤0.01% 5773
2023
Q2 		$403K Buy
+10,554
New +$456K ﹤0.01% 3535
2022
Q3 		– Sell
-11,126
Closed -$377K – 11100
2022
Q2 		$349K Buy
11,126
+7,134
+179% +$296K ﹤0.01% 3906
2022
Q1 		$218K Buy
+3,992
New +$228K ﹤0.01% 5041
2021
Q4 		– Sell
-3,283
Closed -$229K – 11665
2021
Q3 		$236K Sell
3,283
-100
-3% -$7.35K ﹤0.01% 5343
2021
Q2 		$244K Buy
+3,383
New +$211K ﹤0.01% 5357
2021
Q1 		– Sell
-1,881
Closed -$132K – 10267
2020
Q4 		$130K Buy
+1,881
New +$110K ﹤0.01% 5154
2019
Q4 		– Sell
-239
Closed -$9.88K – 8111
2019
Q3 		$8K Sell
239
-25,824
-99% -$1.23M ﹤0.01% 6395
2019
Q2 		$1.26M Sell
26,063
-21,520
-45% -$914K ﹤0.01% 1697
2019
Q1 		$1.94M Buy
47,583
+41,092
+633% +$1.42M 0.01% 1400
2018
Q4 		$161K Buy
+6,491
New +$161K ﹤0.01% 3376

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 $426M AUM 23.62% 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

Simplex Trading's SMAR Position: Q1 2025 in Review

Simplex Trading sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 36,079 shares — an estimated $2.02M sold.

Simplex Trading first reported a position in SMAR in Q4 2018 and held it in 13 quarters. The position peaked at $2.02M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Simplex Trading reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 36,079 Smartsheet Inc. shares in Q1 2025, an estimated $2.02M.
  • Simplex Trading first reported a position in Smartsheet Inc. in Q4 2018 and held it in 13 quarters.
  • Simplex Trading's Smartsheet Inc. position peaked at $2.02M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.