Verition Fund Management
SMAR

Verition Fund Management’s Smartsheet Inc. SMAR Stock Holding History

Verition Fund 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
-456,341
Closed -$25.6M – 3822
2024
Q4 		$25.6M Buy
456,341
+134,238
+42% +$7.51M 0.1% 164
2024
Q3 		$17.8M Buy
322,103
+296,314
+1,149% +$14.4M 0.09% 201
2024
Q2 		$1.14M Sell
25,789
-5,086
-16% -$203K 0.01% 1595
2024
Q1 		$1.19M Buy
30,875
+14,119
+84% +$616K 0.01% 1523
2023
Q4 		$801K Sell
16,756
-2,780
-14% -$118K 0.01% 1280
2023
Q3 		$790K Buy
+19,536
New +$802K 0.01% 1206
2023
Q2 		– Sell
-8,810
Closed -$421K – 2619
2023
Q1 		$421K Buy
+8,810
New +$383K 0.01% 1342
2022
Q4 		– Sell
-9,553
Closed -$328K – 2883
2022
Q3 		$328K Buy
+9,553
New +$324K ﹤0.01% 2157
2021
Q4 		– Sell
-4,874
Closed -$335K – 2857
2021
Q3 		$335K Buy
+4,874
New +$358K ﹤0.01% 1423
2019
Q4 		– Sell
-39,006
Closed -$1.41M – 1414
2019
Q3 		$1.41M Buy
39,006
+34,768
+820% +$1.66M 0.04% 332
2019
Q2 		$205K Sell
4,238
-44,151
-91% -$1.88M 0.01% 975
2019
Q1 		$1.97M Buy
48,389
+28,389
+142% +$982K 0.08% 207
2018
Q4 		$497K Buy
20,000
+12,808
+178% +$318K 0.04% 464
2018
Q3 		$225K Buy
+7,192
New +$192K 0.01% 1134

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

Verition Fund Management's SMAR Position: Q1 2025 in Review

Verition Fund Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 456,341 shares — an estimated $25.6M sold.

Verition Fund Management first reported a position in SMAR in Q3 2018 and held it in 14 quarters. The position peaked at $25.6M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Verition Fund Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Verition Fund Management sold 456,341 Smartsheet Inc. shares in Q1 2025, an estimated $25.6M.
  • Verition Fund Management first reported a position in Smartsheet Inc. in Q3 2018 and held it in 14 quarters.
  • Verition Fund Management's Smartsheet Inc. position peaked at $25.6M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Verition Fund Management's 13F filing for Q1 2025, filed 15 May 2025.