UOC
SMAR

UBS O'Connor’s Smartsheet Inc. SMAR Stock Holding History

UBS O'Connor’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
-3,854,149
Closed -$216M – 564
2024
Q4 		$216M Buy
3,854,149
+3,354,149
+671% +$188M 5.39% 5
2024
Q3 		$27.7M Buy
500,000
+477,584
+2,131% +$23.2M 0.69% 19
2024
Q2 		$988K Buy
+22,416
New +$894K 0.03% 299
2024
Q1 		– Sell
-100,080
Closed -$4.79M – 675
2023
Q4 		$4.79M Sell
100,080
-12,420
-11% -$529K 0.15% 82
2023
Q3 		$4.55M Buy
112,500
+30,000
+36% +$1.23M 0.08% 138
2023
Q2 		$3.16M Buy
82,500
+2,500
+3% +$108K 0.07% 185
2023
Q1 		$3.82M Buy
+80,000
New +$3.48M 0.09% 182

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $426M AUM 23.62% 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