CCM
SMAR

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

Canal 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
-7,214
Closed -$404K – 187
2024
Q4 		$404K Sell
7,214
-893
-11% -$50K 0.07% 120
2024
Q3 		$449K Sell
8,107
-2,888
-26% -$140K 0.07% 107
2024
Q2 		$485K Hold
10,995
– – 0.08% 98
2024
Q1 		$423K Hold
10,995
– – 0.07% 106
2023
Q4 		$526K Sell
10,995
-2,083
-16% -$88.8K 0.1% 98
2023
Q3 		$529K Hold
13,078
– – 0.11% 88
2023
Q2 		$500K Sell
13,078
-1,675
-11% -$72.4K 0.1% 93
2023
Q1 		$705K Sell
14,753
-4,306
-23% -$187K 0.16% 79
2022
Q4 		$750K Buy
+19,059
New +$649K 0.18% 88
2020
Q2 		– Sell
-4,890
Closed -$203K – 114
2020
Q1 		$203K Buy
+4,890
New +$222K 0.11% 97

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 $59.2B AUM 26.02% 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 $8.31B AUM 21.94% 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

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

Canal Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 7,214 shares — an estimated $404K sold.

Canal Capital Management first reported a position in SMAR in Q1 2020 and held it in 10 quarters. The position peaked at $750K in Q4 2022. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Canal Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Canal Capital Management sold 7,214 Smartsheet Inc. shares in Q1 2025, an estimated $404K.
  • Canal Capital Management first reported a position in Smartsheet Inc. in Q1 2020 and held it in 10 quarters.
  • Canal Capital Management's Smartsheet Inc. position peaked at $750K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Canal Capital Management's 13F filing for Q1 2025, filed 19 Sep 2025.