Bessemer Group
SMAR

Bessemer Group’s Smartsheet Inc. SMAR Stock Holding History

Bessemer 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
-35,661
Closed -$2M – 2782
2024
Q4 		$2M Sell
35,661
-3,640
-9% -$204K ﹤0.01% 648
2024
Q3 		$2.18M Buy
39,301
+30
+0.1% +$1.45K ﹤0.01% 638
2024
Q2 		$1.73M Hold
39,271
– – ﹤0.01% 538
2024
Q1 		$1.51M Buy
39,271
+500
+1% +$21.8K ﹤0.01% 590
2023
Q4 		$1.85M Buy
38,771
+10,610
+38% +$452K ﹤0.01% 494
2023
Q3 		$1.14M Buy
28,161
+13,940
+98% +$572K ﹤0.01% 594
2023
Q2 		$544K Buy
+14,221
New +$615K ﹤0.01% 783
2022
Q4 		– Sell
-476
Closed -$16K – 2182
2022
Q3 		$16K Hold
476
– – ﹤0.01% 1434
2022
Q2 		$15K Sell
476
-5
-1% -$207 ﹤0.01% 1310
2022
Q1 		$26K Buy
481
+5
+1% +$286 ﹤0.01% 1203
2021
Q4 		$37K Hold
476
– – ﹤0.01% 1176
2021
Q3 		$33K Hold
476
– – ﹤0.01% 1139
2021
Q2 		$34K Hold
476
– – ﹤0.01% 1138
2021
Q1 		$30K Hold
476
– – ﹤0.01% 1115
2020
Q4 		$33K Buy
+476
New +$27.9K ﹤0.01% 1084
2019
Q4 		– Sell
-43,628
Closed -$1.57M – 1781
2019
Q3 		$1.57M Buy
+43,628
New +$2.08M 0.01% 577
2019
Q2 		– Sell
-81,688
Closed -$3.33M – 1852
2019
Q1 		$3.33M Buy
81,688
+76,481
+1,469% +$2.64M 0.01% 346
2018
Q4 		$129K Buy
+5,207
New +$129K ﹤0.01% 1087

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

Bessemer Group's SMAR Position: Q1 2025 in Review

Bessemer Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 35,661 shares — an estimated $2M sold.

Bessemer Group first reported a position in SMAR in Q4 2018 and held it in 18 quarters. The position peaked at $3.33M in Q1 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Bessemer Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 35,661 Smartsheet Inc. shares in Q1 2025, an estimated $2M.
  • Bessemer Group first reported a position in Smartsheet Inc. in Q4 2018 and held it in 18 quarters.
  • Bessemer Group's Smartsheet Inc. position peaked at $3.33M in Q1 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.