BCM
SMAR

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

Brown 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
-967,221
Closed -$54.2M – 122
2024
Q4 		$54.2M Sell
967,221
-2,545,641
-72% -$142M 1.26% 29
2024
Q3 		$194M Sell
3,512,862
-565,027
-14% -$27.4M 4.18% 6
2024
Q2 		$180M Sell
4,077,889
-421,070
-9% -$16.8M 3.63% 11
2024
Q1 		$173M Sell
4,498,959
-1,807,790
-29% -$78.9M 3.07% 15
2023
Q4 		$302M Sell
6,306,749
-34,241
-0.5% -$1.46M 4.53% 2
2023
Q3 		$257M Sell
6,340,990
-23,170
-0.4% -$951K 3.93% 10
2023
Q2 		$243M Buy
6,364,160
+344,040
+6% +$14.9M 3.45% 13
2023
Q1 		$288M Sell
6,020,120
-47,277
-0.8% -$2.06M 4.3% 6
2022
Q4 		$239M Sell
6,067,397
-344,768
-5% -$11.7M 3.95% 12
2022
Q3 		$220M Sell
6,412,165
-435,738
-6% -$14.8M 3.09% 13
2022
Q2 		$215M Buy
6,847,903
+18,528
+0.3% +$768K 2.88% 13
2022
Q1 		$374M Sell
6,829,375
-110,736
-2% -$6.32M 3.72% 11
2021
Q4 		$538M Sell
6,940,111
-384,855
-5% -$26.9M 4.45% 7
2021
Q3 		$504M Sell
7,324,966
-146,654
-2% -$10.8M 4.13% 8
2021
Q2 		$540M Buy
7,471,620
+853,946
+13% +$53.3M 4.1% 7
2021
Q1 		$423M Buy
6,617,674
+419,089
+7% +$29.3M 3.15% 13
2020
Q4 		$430M Buy
6,198,585
+17,118
+0.3% +$1M 2.97% 17
2020
Q3 		$305M Buy
6,181,467
+769,990
+14% +$37.2M 2.53% 21
2020
Q2 		$276M Buy
5,411,477
+2,472,999
+84% +$126M 2.37% 20
2020
Q1 		$122M Buy
2,938,478
+1,628,968
+124% +$73.9M 1.41% 27
2019
Q4 		$58.8M Buy
+1,309,510
New +$54.1M 0.56% 35

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

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

Brown Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 967,221 shares — an estimated $54.2M sold.

Brown Capital Management first reported a position in SMAR in Q4 2019 and held it in 21 quarters. The position peaked at $540M in Q2 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Brown Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Brown Capital Management sold 967,221 Smartsheet Inc. shares in Q1 2025, an estimated $54.2M.
  • Brown Capital Management first reported a position in Smartsheet Inc. in Q4 2019 and held it in 21 quarters.
  • Brown Capital Management's Smartsheet Inc. position peaked at $540M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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