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
2023 Q4	–	Sell	-12,200	Closed	-$494K	–	2330
2023 Q3	$494K	Buy	+12,200	New	+$501K	﹤0.01%	1799
2022 Q3	–	Sell	-10,100	Closed	-$317K	–	1711
2022 Q2	$317K	Buy	+10,100	New	+$419K	﹤0.01%	1322

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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.