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
-61,500
Closed -$3.44M – 10023
2024
Q4 		$3.44M Sell
61,500
-129,800
-68% -$7.26M ﹤0.01% 1740
2024
Q3 		$10.6M Buy
191,300
+128,600
+205% +$6.23M 0.01% 1004
2024
Q2 		$2.76M Sell
62,700
-4,400
-7% -$175K ﹤0.01% 1920
2024
Q1 		$2.58M Buy
67,100
+17,700
+36% +$772K ﹤0.01% 2152
2023
Q4 		$2.36M Buy
49,400
+28,700
+139% +$1.22M ﹤0.01% 2220
2023
Q3 		$837K Sell
20,700
-95,800
-82% -$3.93M ﹤0.01% 2858
2023
Q2 		$4.46M Buy
116,500
+75,100
+181% +$3.25M ﹤0.01% 1399
2023
Q1 		$1.98M Sell
41,400
-10,600
-20% -$461K ﹤0.01% 1964
2022
Q4 		$2.05M Sell
52,000
-5,400
-9% -$184K ﹤0.01% 1850
2022
Q3 		$1.97M Sell
57,400
-155,400
-73% -$5.27M ﹤0.01% 1971
2022
Q2 		$6.69M Buy
212,800
+209,500
+6,348% +$8.68M 0.01% 987
2022
Q1 		$180K Sell
3,300
-14,600
-82% -$834K ﹤0.01% 5307
2021
Q4 		$1.39M Buy
17,900
+9,600
+116% +$671K ﹤0.01% 2449
2021
Q3 		$598K Buy
8,300
+100
+1% +$7.35K ﹤0.01% 3826
2021
Q2 		$593K Buy
8,200
+7,985
+3,714% +$498K ﹤0.01% 3891
2021
Q1 		$1.37M Sell
215
-278
-56% -$19.5K ﹤0.01% 2054
2020
Q4 		$3.42M Sell
493
-177
-26% -$10.4K ﹤0.01% 1285
2020
Q3 		$3.31M Buy
670
+27
+4% +$1.3K ﹤0.01% 1133
2020
Q2 		$3.27M Buy
643
+230
+56% +$11.7K 0.01% 1126
2020
Q1 		$1.71M Buy
413
+170
+70% +$7.72K ﹤0.01% 1401
2019
Q4 		$1.09M Sell
243
-224
-48% -$9.26K ﹤0.01% 2019
2019
Q3 		$1.68M Buy
467
+193
+70% +$9.19K ﹤0.01% 1476
2019
Q2 		$1.33M Buy
274
+59
+27% +$2.51K ﹤0.01% 1652
2019
Q1 		$876K Buy
215
+125
+139% +$4.32K ﹤0.01% 2112
2018
Q4 		$223K Buy
+90
New +$2.24K ﹤0.01% 3047

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.