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
-53,100
Closed -$2.98M – 10025
2024
Q4 		$2.98M Sell
53,100
-19,100
-26% -$1.07M ﹤0.01% 1853
2024
Q3 		$4M Sell
72,200
-11,800
-14% -$572K ﹤0.01% 1668
2024
Q2 		$3.7M Buy
84,000
+22,800
+37% +$909K ﹤0.01% 1651
2024
Q1 		$2.36M Buy
61,200
+19,900
+48% +$868K ﹤0.01% 2246
2023
Q4 		$1.97M Buy
41,300
+14,000
+51% +$597K ﹤0.01% 2371
2023
Q3 		$1.1M Buy
27,300
+7,200
+36% +$295K ﹤0.01% 2566
2023
Q2 		$769K Buy
20,100
+1,700
+9% +$73.5K ﹤0.01% 2858
2023
Q1 		$879K Buy
18,400
+8,400
+84% +$365K ﹤0.01% 2707
2022
Q4 		$393K Sell
10,000
-7,100
-42% -$242K ﹤0.01% 3433
2022
Q3 		$587K Sell
17,100
-16,700
-49% -$566K ﹤0.01% 3279
2022
Q2 		$1.06M Buy
33,800
+8,000
+31% +$332K ﹤0.01% 2548
2022
Q1 		$1.41M Buy
25,800
+22,800
+760% +$1.3M ﹤0.01% 2480
2021
Q4 		$232K Sell
3,000
-1,800
-38% -$126K ﹤0.01% 4971
2021
Q3 		$346K Buy
4,800
+200
+4% +$14.7K ﹤0.01% 4682
2021
Q2 		$332K Buy
4,600
+4,561
+11,695% +$285K ﹤0.01% 4804
2021
Q1 		$249K Sell
39
-170
-81% -$11.9K ﹤0.01% 4409
2020
Q4 		$1.45M Sell
209
-73
-26% -$4.28K ﹤0.01% 2118
2020
Q3 		$1.39M Buy
282
+171
+154% +$8.26K ﹤0.01% 1883
2020
Q2 		$565K Buy
111
+59
+113% +$3K ﹤0.01% 2759
2020
Q1 		$215K Hold
52
– – ﹤0.01% 3510
2019
Q4 		$233K Sell
52
-37
-42% -$1.53K ﹤0.01% 3591
2019
Q3 		$320K Sell
89
-81
-48% -$3.86K ﹤0.01% 3107
2019
Q2 		$822K Sell
170
-426
-71% -$18.1K ﹤0.01% 2083
2019
Q1 		$2.43M Buy
596
+571
+2,284% +$19.7K 0.01% 1202
2018
Q4 		$62K Buy
+25
New +$622 ﹤0.01% 4331

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.