CG
SMAR

Carmignac Gestion’s Smartsheet Inc. SMAR Stock Holding History

Carmignac Gestion’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
-120,154
Closed -$6.73M – 180
2024
Q4 		$6.73M Buy
120,154
+45,196
+60% +$2.53M 0.11% 71
2024
Q3 		$4.15M Buy
+74,958
New +$3.63M 0.07% 94

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 $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Carmignac Gestion's SMAR Position: Q1 2025 in Review

Carmignac Gestion sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 120,154 shares — an estimated $6.73M sold.

Carmignac Gestion first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $6.73M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Carmignac Gestion reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Carmignac Gestion sold 120,154 Smartsheet Inc. shares in Q1 2025, an estimated $6.73M.
  • Carmignac Gestion first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • Carmignac Gestion's Smartsheet Inc. position peaked at $6.73M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Carmignac Gestion's 13F filing for Q1 2025, filed 14 May 2025.