BCA
SMAR

Burren Capital Advisors’s Smartsheet Inc. SMAR Stock Holding History

Burren Capital Advisors’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
-33,218
Closed -$1.86M – 27
2024
Q4 		$1.86M Buy
+33,218
New +$1.86M 11.09% 3

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

Burren Capital Advisors's SMAR Position: Q1 2025 in Review

Burren Capital Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 33,218 shares — an estimated $1.86M sold.

Burren Capital Advisors first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $1.86M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Burren Capital Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Burren Capital Advisors sold 33,218 Smartsheet Inc. shares in Q1 2025, an estimated $1.86M.
  • Burren Capital Advisors first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Burren Capital Advisors's Smartsheet Inc. position peaked at $1.86M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Burren Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.