Capital Fund Management (CFM)
SMAR

Capital Fund Management (CFM)’s Smartsheet Inc. SMAR Stock Holding History

Capital Fund Management (CFM)’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
-52,157
Closed -$2.92M – 2418
2024
Q4 		$2.92M Sell
52,157
-75,807
-59% -$4.24M 0.01% 1343
2024
Q3 		$7.08M Sell
127,964
-144,277
-53% -$6.99M 0.02% 858
2024
Q2 		$12M Buy
272,241
+23,628
+10% +$942K 0.04% 598
2024
Q1 		$9.57M Buy
248,613
+128,622
+107% +$5.61M 0.03% 752
2023
Q4 		$5.74M Buy
119,991
+63,704
+113% +$2.72M 0.02% 1025
2023
Q3 		$2.28M Sell
56,287
-32,578
-37% -$1.34M 0.01% 1289
2023
Q2 		$3.4M Buy
88,865
+8,812
+11% +$381K 0.01% 996
2023
Q1 		$3.83M Buy
80,053
+18,656
+30% +$812K 0.02% 823
2022
Q4 		$2.42M Buy
+61,397
New +$2.09M 0.02% 871
2022
Q2 		– Sell
-79,127
Closed -$3.28M – 1703
2022
Q1 		$4.33M Buy
79,127
+2,191
+3% +$125K 0.04% 629
2021
Q4 		$5.96M Buy
+76,936
New +$5.37M 0.04% 562
2020
Q3 		– Sell
-16,305
Closed -$830K – 1426
2020
Q2 		$830K Buy
+16,305
New +$830K 0.01% 747

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

Capital Fund Management (CFM)'s SMAR Position: Q1 2025 in Review

Capital Fund Management (CFM) sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 52,157 shares — an estimated $2.92M sold.

Capital Fund Management (CFM) first reported a position in SMAR in Q2 2020 and held it in 12 quarters. The position peaked at $12M in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Capital Fund Management (CFM) reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 52,157 Smartsheet Inc. shares in Q1 2025, an estimated $2.92M.
  • Capital Fund Management (CFM) first reported a position in Smartsheet Inc. in Q2 2020 and held it in 12 quarters.
  • Capital Fund Management (CFM)'s Smartsheet Inc. position peaked at $12M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2025, filed 14 May 2025.