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 – 501
2024
Q4 		$216M Buy
3,854,149
+3,354,149
+671% +$188M 5.37% 5
2024
Q3 		$27.7M Buy
500,000
+477,584
+2,131% +$23.2M 0.68% 19
2024
Q2 		$988K Buy
+22,416
New +$894K 0.03% 299
2024
Q1 		– Sell
-100,080
Closed -$4.79M – 616
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 $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 $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

UBS O'Connor's SMAR Position: Q1 2025 in Review

UBS O'Connor sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 3,854,149 shares — an estimated $216M sold.

UBS O'Connor first reported a position in SMAR in Q1 2023 and held it in 7 quarters. The position peaked at $216M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • UBS O'Connor reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • UBS O'Connor sold 3,854,149 Smartsheet Inc. shares in Q1 2025, an estimated $216M.
  • UBS O'Connor first reported a position in Smartsheet Inc. in Q1 2023 and held it in 7 quarters.
  • UBS O'Connor's Smartsheet Inc. position peaked at $216M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.