AllianceBernstein
SMAR

AllianceBernstein’s Smartsheet Inc. SMAR Stock Holding History

AllianceBernstein’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
-598,762
Closed -$33.5M – 3262
2024
Q4 		$33.5M Buy
598,762
+489,321
+447% +$27.4M 0.01% 727
2024
Q3 		$6.06M Buy
109,441
+21,979
+25% +$1.07M ﹤0.01% 1432
2024
Q2 		$3.86M Sell
87,462
-2,064,434
-96% -$82.3M ﹤0.01% 1602
2024
Q1 		$82.8M Sell
2,151,896
-659,686
-23% -$28.8M 0.03% 466
2023
Q4 		$134M Sell
2,811,582
-96,115
-3% -$4.1M 0.05% 309
2023
Q3 		$118M Sell
2,907,697
-483,746
-14% -$19.9M 0.05% 326
2023
Q2 		$130M Sell
3,391,443
-123,075
-4% -$5.32M 0.05% 318
2023
Q1 		$168M Buy
3,514,518
+67,341
+2% +$2.93M 0.07% 259
2022
Q4 		$136M Sell
3,447,177
-354,772
-9% -$12.1M 0.06% 302
2022
Q3 		$131M Buy
3,801,949
+304,815
+9% +$10.3M 0.06% 284
2022
Q2 		$110M Buy
3,497,134
+669,842
+24% +$27.8M 0.05% 340
2022
Q1 		$155M Buy
2,827,292
+594,236
+27% +$33.9M 0.06% 294
2021
Q4 		$173M Sell
2,233,056
-864,382
-28% -$60.4M 0.06% 290
2021
Q3 		$213M Buy
3,097,438
+53,125
+2% +$3.91M 0.08% 219
2021
Q2 		$220M Buy
3,044,313
+231,599
+8% +$14.5M 0.09% 218
2021
Q1 		$180M Buy
2,812,714
+533,424
+23% +$37.3M 0.08% 238
2020
Q4 		$158M Buy
2,279,290
+204,724
+10% +$12M 0.07% 252
2020
Q3 		$103M Buy
2,074,566
+96,437
+5% +$4.66M 0.06% 315
2020
Q2 		$101M Sell
1,978,129
-662,232
-25% -$33.7M 0.06% 307
2020
Q1 		$110M Buy
2,640,361
+71,863
+3% +$3.26M 0.08% 230
2019
Q4 		$115M Buy
2,568,498
+70,437
+3% +$2.91M 0.07% 290
2019
Q3 		$90M Buy
2,498,061
+587,759
+31% +$28M 0.06% 338
2019
Q2 		$92.5M Buy
+1,910,302
New +$81.2M 0.06% 327

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

AllianceBernstein's SMAR Position: Q1 2025 in Review

AllianceBernstein sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 598,762 shares — an estimated $33.5M sold.

AllianceBernstein first reported a position in SMAR in Q2 2019 and held it in 23 quarters. The position peaked at $220M in Q2 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • AllianceBernstein reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • AllianceBernstein sold 598,762 Smartsheet Inc. shares in Q1 2025, an estimated $33.5M.
  • AllianceBernstein first reported a position in Smartsheet Inc. in Q2 2019 and held it in 23 quarters.
  • AllianceBernstein's Smartsheet Inc. position peaked at $220M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on AllianceBernstein's 13F filing for Q1 2025, filed 15 May 2025.