Twin Tree Management
SMAR

Twin Tree Management’s Smartsheet Inc. SMAR Stock Holding History

Twin Tree 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
-367,200
Closed -$20.6M – 2008
2024
Q4 		$20.6M Hold
367,200
– – 0.04% 451
2024
Q3 		$20.3M Buy
367,200
+342,400
+1,381% +$16.6M 0.04% 407
2024
Q2 		$1.09M Buy
+24,800
New +$989K ﹤0.01% 1046
2023
Q4 		– Sell
-11,800
Closed -$477K – 1636
2023
Q3 		$477K Sell
11,800
-58,000
-83% -$2.38M ﹤0.01% 1033
2023
Q2 		$2.67M Buy
69,800
+60,200
+627% +$2.6M ﹤0.01% 886
2023
Q1 		$459K Buy
+9,600
New +$418K ﹤0.01% 1082

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

Twin Tree Management's SMAR Position: Q1 2024 in Review

Twin Tree Management sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 12,088 shares — an estimated $578K sold.

Twin Tree Management first reported a position in SMAR in Q3 2020 and held it in 7 quarters. The position peaked at $3.64M in Q4 2020. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • Twin Tree Management reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
  • Twin Tree Management sold 12,088 Smartsheet Inc. shares in Q1 2024, an estimated $578K.
  • Twin Tree Management first reported a position in Smartsheet Inc. in Q3 2020 and held it in 7 quarters.
  • Twin Tree Management's Smartsheet Inc. position peaked at $3.64M in Q4 2020.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Twin Tree Management's 13F filing for Q1 2024, filed 9 May 2024.