ACM
SMAR

Accent Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Accent Capital 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
-170
Closed -$9.53K – 339
2024
Q4 		$9.53K Sell
170
-100
-37% -$5.6K 0.01% 148
2024
Q3 		$14.9K Buy
+270
New +$13.1K 0.01% 154

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Accent Capital Management's SMAR Position: Q1 2025 in Review

Accent Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 170 shares — an estimated $9.53K sold.

Accent Capital Management first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $14.9K in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Accent Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Accent Capital Management sold 170 Smartsheet Inc. shares in Q1 2025, an estimated $9.53K.
  • Accent Capital Management first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • Accent Capital Management's Smartsheet Inc. position peaked at $14.9K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Accent Capital Management's 13F filing for Q1 2025, filed 9 May 2025.