Tidal Investments’s Smartsheet Inc. SMAR Stock Holding History

Tidal 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	-20,682	Closed	-$1.16M	–	2087
2024 Q4	$1.16M	Sell	20,682 -9,655	-32%	-$540K	0.01%	936
2024 Q3	$1.68M	Buy	30,337 +8,424	+38%	+$408K	0.02%	742
2024 Q2	$966K	Buy	+21,913	New	+$873K	0.01%	920
2024 Q1	–	Sell	-4,228	Closed	-$202K	–	1768
2023 Q4	$202K	Buy	+4,228	New	+$180K	﹤0.01%	1343
2023 Q3	–	Sell	-6,178	Closed	-$236K	–	1414
2023 Q2	$236K	Buy	+6,178	New	+$267K	0.01%	1142

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Tidal Investments's SMAR Position: Q1 2025 in Review

Tidal Investments sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 20,682 shares — an estimated $1.16M sold.

Tidal Investments first reported a position in SMAR in Q2 2023 and held it in 5 quarters. The position peaked at $1.68M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Tidal Investments reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Tidal Investments sold 20,682 Smartsheet Inc. shares in Q1 2025, an estimated $1.16M.
Tidal Investments first reported a position in Smartsheet Inc. in Q2 2023 and held it in 5 quarters.
Tidal Investments's Smartsheet Inc. position peaked at $1.68M in Q3 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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