BCM
SMAR

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

Becker 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
-7,380
Closed -$414K – 283
2024
Q4 		$414K Sell
7,380
-330
-4% -$18.5K 0.01% 218
2024
Q3 		$427K Sell
7,710
-1,735
-18% -$84.1K 0.01% 218
2024
Q2 		$416K Buy
9,445
+2,490
+36% +$99.3K 0.01% 212
2024
Q1 		$268K Hold
6,955
– – 0.01% 240
2023
Q4 		$333K Hold
6,955
– – 0.01% 221
2023
Q3 		$281K Sell
6,955
-25
-0.4% -$1.03K 0.01% 233
2023
Q2 		$267K Hold
6,980
– – 0.01% 247
2023
Q1 		$334K Hold
6,980
– – 0.01% 222
2022
Q4 		$275K Buy
+6,980
New +$238K 0.01% 171

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

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

Becker Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 7,380 shares — an estimated $414K sold.

Becker Capital Management first reported a position in SMAR in Q4 2022 and held it in 9 quarters. The position peaked at $427K in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Becker Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Becker Capital Management sold 7,380 Smartsheet Inc. shares in Q1 2025, an estimated $414K.
  • Becker Capital Management first reported a position in Smartsheet Inc. in Q4 2022 and held it in 9 quarters.
  • Becker Capital Management's Smartsheet Inc. position peaked at $427K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Becker Capital Management's 13F filing for Q1 2025, filed 15 May 2025.