AIMCA
SMAR

Alberta Investment Management Corp (AIMCo)’s Smartsheet Inc. SMAR Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
-288,700
Closed -$16.2M – 898
2024
Q4 		$16.2M Buy
288,700
+151,900
+111% +$8.5M 0.11% 137
2024
Q3 		$7.57M Buy
+136,800
New +$6.63M 0.07% 188
2024
Q1 		– Sell
-25,500
Closed -$1.22M – 1079
2023
Q4 		$1.22M Buy
+25,500
New +$1.09M 0.01% 591

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

Alberta Investment Management Corp (AIMCo)'s SMAR Position: Q1 2025 in Review

Alberta Investment Management Corp (AIMCo) sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 288,700 shares — an estimated $16.2M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in SMAR in Q4 2023 and held it in 3 quarters. The position peaked at $16.2M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Alberta Investment Management Corp (AIMCo) reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 288,700 Smartsheet Inc. shares in Q1 2025, an estimated $16.2M.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Smartsheet Inc. in Q4 2023 and held it in 3 quarters.
  • Alberta Investment Management Corp (AIMCo)'s Smartsheet Inc. position peaked at $16.2M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q1 2025, filed 8 May 2025.