Squarepoint
SMAR

Squarepoint’s Smartsheet Inc. SMAR Stock Holding History

Squarepoint’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
-51,100
Closed -$2.86M – 5635
2024
Q4 		$2.86M Buy
51,100
+2,600
+5% +$145K ﹤0.01% 2093
2024
Q3 		$2.68M Sell
48,500
-47,100
-49% -$2.28M ﹤0.01% 1867
2024
Q2 		$4.21M Buy
95,600
+47,100
+97% +$1.88M 0.01% 1489
2024
Q1 		$1.87M Sell
48,500
-27,600
-36% -$1.2M ﹤0.01% 2120
2023
Q4 		$3.64M Sell
76,100
-24,800
-25% -$1.06M 0.01% 1602
2023
Q3 		$4.08M Buy
100,900
+27,400
+37% +$1.12M 0.01% 1315
2023
Q2 		$2.81M Buy
+73,500
New +$3.18M 0.01% 1443
2022
Q1 		– Sell
-65,100
Closed -$5.04M – 3669
2021
Q4 		$5.04M Hold
65,100
– – 0.01% 792
2021
Q3 		$4.48M Buy
65,100
+47,900
+278% +$3.52M 0.01% 823
2021
Q2 		$1.24M Hold
17,200
– – ﹤0.01% 1476
2021
Q1 		$1.1M Hold
17,200
– – 0.01% 1433
2020
Q4 		$1.19M Buy
+17,200
New +$1.01M 0.01% 1207

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

Squarepoint's SMAR Position: Q1 2025 in Review

Squarepoint sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 490,198 shares — an estimated $27.5M sold.

Squarepoint first reported a position in SMAR in Q4 2018 and held it in 21 quarters. The position peaked at $32.8M in Q3 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Squarepoint reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Squarepoint sold 490,198 Smartsheet Inc. shares in Q1 2025, an estimated $27.5M.
  • Squarepoint first reported a position in Smartsheet Inc. in Q4 2018 and held it in 21 quarters.
  • Squarepoint's Smartsheet Inc. position peaked at $32.8M in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Squarepoint's 13F filing for Q1 2025, filed 15 May 2025.