TCM
SMAR

Tensile Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Tensile Capital Management’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
-659,816
Closed -$37M – 19
2024
Q4 		$37M Sell
659,816
-220,000
-25% -$12.3M 3.84% 12
2024
Q3 		$48.7M Sell
879,816
-186,360
-17% -$9.03M 5.27% 9
2024
Q2 		$47M Sell
1,066,176
-143,340
-12% -$5.71M 5.18% 9
2024
Q1 		$46.6M Buy
1,209,516
+85,000
+8% +$3.71M 5.1% 10
2023
Q4 		$53.8M Buy
1,124,516
+30,000
+3% +$1.28M 6.29% 8
2023
Q3 		$44.3M Buy
1,094,516
+257,616
+31% +$10.6M 5.57% 8
2023
Q2 		$32M Buy
836,900
+160,000
+24% +$6.92M 4.14% 10
2023
Q1 		$32.4M Buy
676,900
+3,476
+0.5% +$151K 4.39% 9
2022
Q4 		$26.5M Buy
+673,424
New +$22.9M 4.15% 10

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 $20.6B AUM 34.61% 1-Year Est. Return

Tensile Capital Management's SMAR Position: Q1 2025 in Review

Tensile Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 659,816 shares — an estimated $37M sold.

Tensile Capital Management first reported a position in SMAR in Q4 2022 and held it in 9 quarters. The position peaked at $53.8M in Q4 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Tensile Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Tensile Capital Management sold 659,816 Smartsheet Inc. shares in Q1 2025, an estimated $37M.
  • Tensile Capital Management first reported a position in Smartsheet Inc. in Q4 2022 and held it in 9 quarters.
  • Tensile Capital Management's Smartsheet Inc. position peaked at $53.8M in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Tensile Capital Management's 13F filing for Q1 2025, filed 15 May 2025.