SFI
SMAR

Susquehanna Fundamental Investments’s Smartsheet Inc. SMAR Stock Holding History

Susquehanna Fundamental Investments’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
-166,815
Closed -$9.35M – 1264
2024
Q4 		$9.35M Buy
+166,815
New +$9.33M 0.13% 203
2024
Q2 		$6.4M Buy
+145,201
New +$5.79M 0.15% 183
2022
Q1 		– Sell
-5,212
Closed -$404K – 1720
2021
Q4 		$404K Sell
5,212
-8,061
-61% -$563K 0.01% 996
2021
Q3 		$913K Sell
13,273
-13,280
-50% -$976K 0.02% 910
2021
Q2 		$1.92M Sell
26,553
-6,172
-19% -$385K 0.04% 611
2021
Q1 		$2.09M Hold
32,725
– – 0.04% 625
2020
Q4 		$2.27M Buy
32,725
+16,025
+96% +$939K 0.04% 587
2020
Q3 		$825K Buy
+16,700
New +$806K 0.02% 708

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 $59.2B AUM 26.02% 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 $8.31B AUM 21.94% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Susquehanna Fundamental Investments's SMAR Position: Q1 2025 in Review

Susquehanna Fundamental Investments sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 166,815 shares — an estimated $9.35M sold.

Susquehanna Fundamental Investments first reported a position in SMAR in Q3 2020 and held it in 8 quarters. The position peaked at $9.35M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Susquehanna Fundamental Investments reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 166,815 Smartsheet Inc. shares in Q1 2025, an estimated $9.35M.
  • Susquehanna Fundamental Investments first reported a position in Smartsheet Inc. in Q3 2020 and held it in 8 quarters.
  • Susquehanna Fundamental Investments's Smartsheet Inc. position peaked at $9.35M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2025, filed 14 May 2025.