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
-224,300
Closed -$12.6M – 2009
2024
Q4 		$12.6M Sell
224,300
-14,500
-6% -$811K 0.02% 605
2024
Q3 		$13.2M Buy
238,800
+199,700
+511% +$9.68M 0.03% 551
2024
Q2 		$1.72M Buy
+39,100
New +$1.56M ﹤0.01% 987
2024
Q1 		– Sell
-6,400
Closed -$306K – 1685
2023
Q4 		$306K Sell
6,400
-84,500
-93% -$3.6M ﹤0.01% 1235
2023
Q3 		$3.68M Buy
90,900
+90,500
+22,625% +$3.71M 0.01% 750
2023
Q2 		$15.3K Buy
400
+300
+300% +$13K ﹤0.01% 1186
2023
Q1 		$4.78K Buy
+100
New +$4.35K ﹤0.01% 1216

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

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.