ACH
SMAR

ArrowMark Colorado Holdings’s Smartsheet Inc. SMAR Stock Holding History

ArrowMark Colorado Holdings’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
-1,027,667
Closed -$57.6M – 326
2024
Q4 		$57.6M Sell
1,027,667
-2,827,022
-73% -$158M 0.77% 42
2024
Q3 		$213M Sell
3,854,689
-680,021
-15% -$33M 2.73% 2
2024
Q2 		$200M Buy
4,534,710
+1,113,442
+33% +$44.4M 2.38% 6
2024
Q1 		$132M Buy
3,421,268
+1,177,452
+52% +$51.4M 1.48% 15
2023
Q4 		$107M Buy
2,243,816
+292,283
+15% +$12.5M 1.18% 23
2023
Q3 		$79M Buy
1,951,533
+151,206
+8% +$6.21M 0.96% 31
2023
Q2 		$68.9M Buy
1,800,327
+116,914
+7% +$5.06M 0.76% 44
2023
Q1 		$80.5M Sell
1,683,413
-141,646
-8% -$6.16M 0.91% 39
2022
Q4 		$71.8M Sell
1,825,059
-162,040
-8% -$5.52M 0.86% 41
2022
Q3 		$68.3M Buy
1,987,099
+63,033
+3% +$2.14M 0.84% 36
2022
Q2 		$60.5M Buy
1,924,066
+648,208
+51% +$26.9M 0.69% 46
2022
Q1 		$69.9M Buy
1,275,858
+430,248
+51% +$24.6M 0.61% 49
2021
Q4 		$65.5M Hold
845,610
– – 0.53% 59
2021
Q3 		$58.2M Sell
845,610
-4,886
-0.6% -$359K 0.46% 65
2021
Q2 		$61.5M Buy
+850,496
New +$53.1M 0.46% 65

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

ArrowMark Colorado Holdings's SMAR Position: Q1 2025 in Review

ArrowMark Colorado Holdings sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1,027,667 shares — an estimated $57.6M sold.

ArrowMark Colorado Holdings first reported a position in SMAR in Q2 2021 and held it in 15 quarters. The position peaked at $213M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • ArrowMark Colorado Holdings reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • ArrowMark Colorado Holdings sold 1,027,667 Smartsheet Inc. shares in Q1 2025, an estimated $57.6M.
  • ArrowMark Colorado Holdings first reported a position in Smartsheet Inc. in Q2 2021 and held it in 15 quarters.
  • ArrowMark Colorado Holdings's Smartsheet Inc. position peaked at $213M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on ArrowMark Colorado Holdings's 13F filing for Q1 2025, filed 15 May 2025.