ACM
SMAR

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

Alamar 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
-85,660
Closed -$4.8M – 83
2024
Q4 		$4.8M Sell
85,660
-3,400
-4% -$190K 2.62% 10
2024
Q3 		$4.93M Sell
89,060
-1,120
-1% -$54.3K 2.72% 5
2024
Q2 		$3.98M Buy
+90,180
New +$3.59M 2.41% 11
2023
Q3 		– Sell
-75,359
Closed -$2.88M – 80
2023
Q2 		$2.88M Buy
75,359
+26,403
+54% +$1.14M 2.12% 16
2023
Q1 		$2.34M Buy
48,956
+276
+0.6% +$12K 1.95% 23
2022
Q4 		$1.92M Sell
48,680
-1,355
-3% -$46.2K 1.96% 15
2022
Q3 		$1.72M Sell
50,035
-5,336
-10% -$181K 1.93% 19
2022
Q2 		$1.74M Buy
55,371
+7,290
+15% +$302K 1.96% 22
2022
Q1 		$2.63M Buy
48,081
+30,631
+176% +$1.75M 2.21% 16
2021
Q4 		$1.35M Buy
+17,450
New +$1.22M 0.97% 40

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

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

Alamar Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 85,660 shares — an estimated $4.8M sold.

Alamar Capital Management first reported a position in SMAR in Q4 2021 and held it in 10 quarters. The position peaked at $4.93M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Alamar Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Alamar Capital Management sold 85,660 Smartsheet Inc. shares in Q1 2025, an estimated $4.8M.
  • Alamar Capital Management first reported a position in Smartsheet Inc. in Q4 2021 and held it in 10 quarters.
  • Alamar Capital Management's Smartsheet Inc. position peaked at $4.93M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Alamar Capital Management's 13F filing for Q1 2025, filed 15 May 2025.