Alpine Associates Management’s Smartsheet Inc. SMAR Stock Holding History

Alpine Associates 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	-591,400	Closed	-$33.1M	–	63
2024 Q4	$33.1M	Buy	591,400 +85,100	+17%	+$4.76M	2.01%	12
2024 Q3	$28M	Buy	+506,300	New	+$24.5M	1.28%	20

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Alpine Associates Management's SMAR Position: Q1 2025 in Review

Alpine Associates Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 591,400 shares — an estimated $33.1M sold.

Alpine Associates Management first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $33.1M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Alpine Associates Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Alpine Associates Management sold 591,400 Smartsheet Inc. shares in Q1 2025, an estimated $33.1M.
Alpine Associates Management first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
Alpine Associates Management's Smartsheet Inc. position peaked at $33.1M in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Alpine Associates Management's 13F filing for Q1 2025, filed 8 May 2025.