Baird Financial Group
SMAR

Baird Financial Group’s Smartsheet Inc. SMAR Stock Holding History

Baird Financial Group’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
-4,930
Closed -$276K – 1851
2024
Q4 		$276K Hold
4,930
– – ﹤0.01% 1584
2024
Q3 		$273K Hold
4,930
– – ﹤0.01% 1568
2024
Q2 		$217K Buy
+4,930
New +$197K ﹤0.01% 1652
2024
Q1 		– Sell
-14,256
Closed -$682K – 1817
2023
Q4 		$682K Sell
14,256
-842
-6% -$35.9K ﹤0.01% 1256
2023
Q3 		$611K Sell
15,098
-81
-0.5% -$3.32K ﹤0.01% 1264
2023
Q2 		$581K Sell
15,179
-2,479
-14% -$107K ﹤0.01% 1284
2023
Q1 		$844K Sell
17,658
-155
-0.9% -$6.74K ﹤0.01% 1153
2022
Q4 		$701K Sell
17,813
-1,602
-8% -$54.6K ﹤0.01% 1168
2022
Q3 		$667K Sell
19,415
-10,978
-36% -$372K ﹤0.01% 1184
2022
Q2 		$955K Sell
30,393
-1,154
-4% -$47.8K ﹤0.01% 1098
2022
Q1 		$1.73M Sell
31,547
-26,863
-46% -$1.53M ﹤0.01% 960
2021
Q4 		$4.52M Buy
58,410
+5,329
+10% +$372K 0.01% 641
2021
Q3 		$3.65M Buy
53,081
+10,732
+25% +$789K 0.01% 712
2021
Q2 		$3.06M Buy
42,349
+7,822
+23% +$488K 0.01% 759
2021
Q1 		$2.21M Buy
34,527
+13,659
+65% +$956K 0.01% 847
2020
Q4 		$1.45M Sell
20,868
-6,605
-24% -$387K ﹤0.01% 896
2020
Q3 		$1.36M Buy
27,473
+1,918
+8% +$92.6K ﹤0.01% 857
2020
Q2 		$1.3M Buy
25,555
+19,855
+348% +$1.01M ﹤0.01% 859
2020
Q1 		$237K Hold
5,700
– – ﹤0.01% 1286
2019
Q4 		$256K Hold
5,700
– – ﹤0.01% 1382
2019
Q3 		$205K Hold
5,700
– – ﹤0.01% 1437
2019
Q2 		$276K Hold
5,700
– – ﹤0.01% 1357
2019
Q1 		$233K Buy
+5,700
New +$197K ﹤0.01% 1209

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

Baird Financial Group's SMAR Position: Q1 2025 in Review

Baird Financial Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,930 shares — an estimated $276K sold.

Baird Financial Group first reported a position in SMAR in Q1 2019 and held it in 23 quarters. The position peaked at $4.52M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Baird Financial Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 4,930 Smartsheet Inc. shares in Q1 2025, an estimated $276K.
  • Baird Financial Group first reported a position in Smartsheet Inc. in Q1 2019 and held it in 23 quarters.
  • Baird Financial Group's Smartsheet Inc. position peaked at $4.52M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.