WCMNY
SMAR

Westchester Capital Management (New York)’s Smartsheet Inc. SMAR Stock Holding History

Westchester Capital Management (New York)’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
-922,626
Closed -$51.7M – 215
2024
Q4 		$51.7M Buy
922,626
+475,157
+106% +$26.6M 2.81% 9
2024
Q3 		$24.8M Buy
+447,469
New +$21.7M 1.06% 23

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

Westchester Capital Management (New York)'s SMAR Position: Q1 2025 in Review

Westchester Capital Management (New York) sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 922,626 shares — an estimated $51.7M sold.

Westchester Capital Management (New York) first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $51.7M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Westchester Capital Management (New York) reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 922,626 Smartsheet Inc. shares in Q1 2025, an estimated $51.7M.
  • Westchester Capital Management (New York) first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • Westchester Capital Management (New York)'s Smartsheet Inc. position peaked at $51.7M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2025, filed 14 May 2025.