UBS AM
SMAR

UBS AM’s Smartsheet Inc. SMAR Stock Holding History

UBS AM’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
-311,367
Closed -$17.4M – 2728
2024
Q4 		$17.4M Buy
311,367
+31,902
+11% +$1.79M ﹤0.01% 1018
2024
Q3 		$15.5M Sell
279,465
-25,487
-8% -$1.24M ﹤0.01% 1045
2024
Q2 		$13.4M Buy
304,952
+130,608
+75% +$5.21M ﹤0.01% 1014
2024
Q1 		$6.71M Sell
174,344
-5,625
-3% -$245K ﹤0.01% 1138
2023
Q4 		$8.61M Buy
179,969
+5,148
+3% +$219K ﹤0.01% 1048
2023
Q3 		$7.07M Sell
174,821
-23,445
-12% -$962K ﹤0.01% 1080
2023
Q2 		$9.48M Hold
198,266
– – ﹤0.01% 993
2023
Q1 		$9.48M Buy
198,266
+20,394
+11% +$887K ﹤0.01% 993
2022
Q4 		$7M Buy
177,872
+353
+0.2% +$12K ﹤0.01% 1062
2022
Q3 		$6.1M Sell
177,519
-27,229
-13% -$923K ﹤0.01% 1134
2022
Q2 		$6.44M Buy
204,748
+14,934
+8% +$619K ﹤0.01% 1122
2022
Q1 		$10.4M Buy
189,814
+11,000
+6% +$628K ﹤0.01% 1057
2021
Q4 		$13.8M Buy
178,814
+715
+0.4% +$49.9K 0.01% 1005
2021
Q3 		$12.3M Buy
178,099
+1,179
+0.7% +$86.7K 0.01% 1017
2021
Q2 		$12.8M Buy
176,920
+9,461
+6% +$590K 0.01% 1036
2021
Q1 		$10.7M Buy
167,459
+3,326
+2% +$233K ﹤0.01% 1066
2020
Q4 		$11.4M Buy
164,133
+31,539
+24% +$1.85M 0.01% 1012
2020
Q3 		$6.55M Sell
132,594
-225,979
-63% -$10.9M ﹤0.01% 1065
2020
Q2 		$18.3M Buy
358,573
+9,686
+3% +$493K 0.01% 763
2020
Q1 		$14.5M Buy
348,887
+233,821
+203% +$10.6M 0.01% 766
2019
Q4 		$5.17M Buy
115,066
+5,626
+5% +$233K ﹤0.01% 1171
2019
Q3 		$3.94M Buy
109,440
+44,320
+68% +$2.11M ﹤0.01% 1302
2019
Q2 		$3.15M Buy
65,120
+37,414
+135% +$1.59M ﹤0.01% 1383
2019
Q1 		$1.13M Buy
+27,706
New +$958K ﹤0.01% 1779

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

UBS AM's SMAR Position: Q1 2025 in Review

UBS AM sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 311,367 shares — an estimated $17.4M sold.

UBS AM first reported a position in SMAR in Q1 2019 and held it in 24 quarters. The position peaked at $18.3M in Q2 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • UBS AM reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • UBS AM sold 311,367 Smartsheet Inc. shares in Q1 2025, an estimated $17.4M.
  • UBS AM first reported a position in Smartsheet Inc. in Q1 2019 and held it in 24 quarters.
  • UBS AM's Smartsheet Inc. position peaked at $18.3M in Q2 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on UBS AM's 13F filing for Q1 2025, filed 19 May 2025.