VEPM
SMAR

Vista Equity Partners Management’s Smartsheet Inc. SMAR Stock Holding History

Vista Equity Partners 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
-6,466,672
Closed -$362M – 3
2024
Q4 		$362M Hold
6,466,672
– – 21.59% 3
2024
Q3 		$358M Hold
6,466,672
– – 10.32% 4
2024
Q2 		$285M Buy
6,466,672
+4,343,872
+205% +$173M 7.58% 4
2024
Q1 		$81.7M Buy
2,122,800
+1,759,529
+484% +$76.8M 2.19% 4
2023
Q4 		$17.4M Sell
363,271
-155,905
-30% -$6.64M 0.42% 15
2023
Q3 		$21M Sell
519,176
-216,140
-29% -$8.87M 0.53% 10
2023
Q2 		$28.1M Buy
735,316
+306,069
+71% +$13.2M 0.64% 8
2023
Q1 		$20.5M Buy
429,247
+151,177
+54% +$6.58M 0.27% 12
2022
Q4 		$10.9M Sell
278,070
-234,235
-46% -$7.98M 0.17% 16
2022
Q3 		$17.6M Buy
512,305
+107,462
+27% +$3.64M 0.28% 16
2022
Q2 		$12.7M Sell
404,843
-246,213
-38% -$10.2M 0.22% 19
2022
Q1 		$35.7M Buy
651,056
+248,800
+62% +$14.2M 0.31% 11
2021
Q4 		$31.2M Sell
402,256
-59,551
-13% -$4.16M 0.24% 18
2021
Q3 		$31.8M Buy
461,807
+58,684
+15% +$4.31M 0.31% 13
2021
Q2 		$29.2M Buy
+403,123
New +$25.2M 0.32% 16

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 $133B AUM 72.99% 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 $18.1B AUM 24.69% 1-Year Est. Return

Vista Equity Partners Management's SMAR Position: Q1 2025 in Review

Vista Equity Partners Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 6,466,672 shares — an estimated $362M sold.

Vista Equity Partners Management first reported a position in SMAR in Q2 2021 and held it in 15 quarters. The position peaked at $362M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Vista Equity Partners Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Vista Equity Partners Management sold 6,466,672 Smartsheet Inc. shares in Q1 2025, an estimated $362M.
  • Vista Equity Partners Management first reported a position in Smartsheet Inc. in Q2 2021 and held it in 15 quarters.
  • Vista Equity Partners Management's Smartsheet Inc. position peaked at $362M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Vista Equity Partners Management's 13F filing for Q1 2025, filed 15 May 2025.