AG
SMAR

Algert Global’s Smartsheet Inc. SMAR Stock Holding History

Algert Global’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
-140,485
Closed -$7.87M – 1370
2024
Q4 		$7.87M Sell
140,485
-24,546
-15% -$1.37M 0.19% 163
2024
Q3 		$9.14M Sell
165,031
-28,401
-15% -$1.38M 0.25% 97
2024
Q2 		$8.53M Sell
193,432
-18,714
-9% -$746K 0.28% 69
2024
Q1 		$8.17M Buy
212,146
+71,526
+51% +$3.12M 0.32% 62
2023
Q4 		$6.72M Buy
140,620
+13,700
+11% +$584K 0.27% 80
2023
Q3 		$5.13M Buy
126,920
+49,083
+63% +$2.01M 0.24% 109
2023
Q2 		$2.98M Buy
77,837
+22,976
+42% +$994K 0.13% 247
2023
Q1 		$2.62M Buy
54,861
+4,897
+10% +$213K 0.12% 255
2022
Q4 		$1.97M Sell
49,964
-17,837
-26% -$608K 0.11% 304
2022
Q3 		$2.33M Buy
67,801
+34,247
+102% +$1.16M 0.14% 224
2022
Q2 		$1.05M Buy
33,554
+6,790
+25% +$281K 0.08% 446
2022
Q1 		$1.47M Buy
26,764
+10,733
+67% +$613K 0.1% 359
2021
Q4 		$1.24M Buy
16,031
+3,223
+25% +$225K 0.16% 211
2021
Q3 		$881K Buy
+12,808
New +$942K 0.12% 293
2019
Q1 		– Sell
-32,234
Closed -$801K – 409
2018
Q4 		$801K Buy
+32,234
New +$801K 0.22% 158

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 $426M AUM 23.62% 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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Algert Global's SMAR Position: Q1 2025 in Review

Algert Global sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 140,485 shares — an estimated $7.87M sold.

Algert Global first reported a position in SMAR in Q4 2018 and held it in 15 quarters. The position peaked at $9.14M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Algert Global reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Algert Global sold 140,485 Smartsheet Inc. shares in Q1 2025, an estimated $7.87M.
  • Algert Global first reported a position in Smartsheet Inc. in Q4 2018 and held it in 15 quarters.
  • Algert Global's Smartsheet Inc. position peaked at $9.14M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.