BCM
SMAR

BCK Capital Management’s Smartsheet Inc. SMAR Stock Holding History

BCK Capital 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
-13,000
Closed -$728K – 79
2024
Q4 		$728K Hold
13,000
– – 0.53% 33
2024
Q3 		$720K Buy
+13,000
New +$630K 0.43% 43

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

BCK Capital Management's SMAR Position: Q1 2025 in Review

BCK Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 13,000 shares — an estimated $728K sold.

BCK Capital Management first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $728K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • BCK Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • BCK Capital Management sold 13,000 Smartsheet Inc. shares in Q1 2025, an estimated $728K.
  • BCK Capital Management first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • BCK Capital Management's Smartsheet Inc. position peaked at $728K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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