BFM
SMAR

Boothbay Fund Management’s Smartsheet Inc. SMAR Stock Holding History

Boothbay Fund 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
-12,302
Closed -$689K – 1908
2024
Q4 		$689K Buy
12,302
+7,462
+154% +$418K 0.02% 764
2024
Q3 		$268K Sell
4,840
-70,814
-94% -$3.43M 0.01% 1300
2024
Q2 		$3.33M Buy
75,654
+58,737
+347% +$2.34M 0.08% 335
2024
Q1 		$651K Buy
+16,917
New +$738K 0.01% 908
2023
Q2 		– Sell
-8,877
Closed -$424K – 2411
2023
Q1 		$424K Buy
+8,877
New +$386K 0.01% 1320
2022
Q1 		– Sell
-20,515
Closed -$1.59M – 2595
2021
Q4 		$1.59M Sell
20,515
-8,386
-29% -$586K 0.04% 562
2021
Q3 		$1.99M Buy
+28,901
New +$2.12M 0.06% 448

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

Boothbay Fund Management's SMAR Position: Q1 2025 in Review

Boothbay Fund Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 12,302 shares — an estimated $689K sold.

Boothbay Fund Management first reported a position in SMAR in Q3 2021 and held it in 7 quarters. The position peaked at $3.33M in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Boothbay Fund Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Boothbay Fund Management sold 12,302 Smartsheet Inc. shares in Q1 2025, an estimated $689K.
  • Boothbay Fund Management first reported a position in Smartsheet Inc. in Q3 2021 and held it in 7 quarters.
  • Boothbay Fund Management's Smartsheet Inc. position peaked at $3.33M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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