A
SMAR

AlphaQuest’s Smartsheet Inc. SMAR Stock Holding History

AlphaQuest’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
-17,086
Closed -$957K – 2092
2024
Q4 		$957K Buy
17,086
+10,105
+145% +$565K 0.13% 250
2024
Q3 		$386K Buy
6,981
+1,871
+37% +$90.7K 0.03% 776
2024
Q2 		$225K Sell
5,110
-10,514
-67% -$419K 0.03% 710
2024
Q1 		$602K Buy
15,624
+5,954
+62% +$260K 0.1% 321
2023
Q4 		$462K Buy
+9,670
New +$412K 0.1% 371

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

AlphaQuest's SMAR Position: Q1 2025 in Review

AlphaQuest sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 17,086 shares — an estimated $957K sold.

AlphaQuest first reported a position in SMAR in Q4 2023 and held it in 5 quarters. The position peaked at $957K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • AlphaQuest reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • AlphaQuest sold 17,086 Smartsheet Inc. shares in Q1 2025, an estimated $957K.
  • AlphaQuest first reported a position in Smartsheet Inc. in Q4 2023 and held it in 5 quarters.
  • AlphaQuest's Smartsheet Inc. position peaked at $957K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on AlphaQuest's 13F filing for Q1 2025, filed 14 May 2025.