Smartsheet Inc. Class ASMAR
13F holders, Q1 2025 (March 31)7holders −360
1new positions
358sold out
$49.13avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Smartsheet Inc. Class A (SMAR) in their 13F filings, down 360 from Q4 2024. 1 opened new positions and 358 sold out. The largest holders were IFP Advisors, Inc ($209K), DekaBank Deutsche Girozentrale ($102K) and Total Clarity Wealth Management, Inc. ($6K).
- Company
- Smartsheet Inc. Class A
- CUSIP
- 83200N103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6K |
| Exits | 358 | $7.8B |
All 13F filers, Q4 2024 → Q1 2025: 1,422 shares bought and 138,376,414 shares sold, net −138,374,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| IFP Advisors, Inc | 0.01% | Add +55.1% | 3,693 | $209K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,644 | $102K |
| Total Clarity Wealth Management, Inc. | 0.00% | New | 110 | $6K |
| Van Eck Associates Corp. | 0.00% | Reduce -99.9% | 61 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 32 | $2K |
| Avion Wealth | 0.00% | No change | 24 | $1K |
| Huntington National Bank | 0.00% | Reduce -99.7% | 1 | $56 |
"% of holder's portfolio" is SMAR's weight in each manager's 13F, not the share of Smartsheet Inc. Class A the manager owns.