Woodline Partners’s Smartsheet Inc. SMAR Stock Holding History

Woodline Partners’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	-803,800	Closed	-$45M	–	1071
2024 Q4	$45M	Buy	803,800 +233,972	+41%	+$13.1M	0.3%	95
2024 Q3	$31.5M	Buy	+569,828	New	+$27.6M	0.27%	122
2024 Q2	–	Sell	-277,135	Closed	-$10.7M	–	705
2024 Q1	$10.7M	Buy	277,135 +101,773	+58%	+$4.44M	0.1%	255
2023 Q4	$8.39M	Buy	+175,362	New	+$7.47M	0.09%	248
2023 Q1	–	Sell	-6,021	Closed	-$237K	–	811
2022 Q4	$237K	Buy	+6,021	New	+$205K	﹤0.01%	671

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Woodline Partners's SMAR Position: Q1 2025 in Review

Woodline Partners sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 803,800 shares — an estimated $45M sold.

Woodline Partners first reported a position in SMAR in Q4 2022 and held it in 5 quarters. The position peaked at $45M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Woodline Partners reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Woodline Partners sold 803,800 Smartsheet Inc. shares in Q1 2025, an estimated $45M.
Woodline Partners first reported a position in Smartsheet Inc. in Q4 2022 and held it in 5 quarters.
Woodline Partners's Smartsheet Inc. position peaked at $45M in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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