CIP
SMAR

Champlain Investment Partners’s Smartsheet Inc. SMAR Stock Holding History

Champlain Investment Partners’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
-2,085,845
Closed -$117M – 150
2024
Q4 		$117M Sell
2,085,845
-327,539
-14% -$18.3M 0.74% 54
2024
Q3 		$134M Sell
2,413,384
-296,726
-11% -$14.4M 0.81% 51
2024
Q2 		$119M Sell
2,710,110
-32,975
-1% -$1.31M 0.73% 58
2024
Q1 		$106M Sell
2,743,085
-18,760
-0.7% -$818K 0.6% 69
2023
Q4 		$132M Buy
2,761,845
+135,215
+5% +$5.76M 0.78% 54
2023
Q3 		$106M Buy
2,626,630
+473,385
+22% +$19.4M 0.69% 61
2023
Q2 		$82.4M Buy
2,153,245
+1,394,470
+184% +$60.3M 0.51% 83
2023
Q1 		$36.3M Buy
+758,775
New +$33M 0.23% 120
2022
Q2 		– Sell
-1,819,695
Closed -$99.7M – 142
2022
Q1 		$99.7M Buy
1,819,695
+17,232
+1% +$984K 0.52% 82
2021
Q4 		$140M Sell
1,802,463
-14,010
-0.8% -$979K 0.63% 71
2021
Q3 		$125M Sell
1,816,473
-1,022,992
-36% -$75.2M 0.6% 74
2021
Q2 		$205M Buy
2,839,465
+15,555
+0.6% +$971K 0.98% 35
2021
Q1 		$181M Sell
2,823,910
-292,961
-9% -$20.5M 0.94% 41
2020
Q4 		$216M Sell
3,116,871
-804,070
-21% -$47.1M 1.24% 30
2020
Q3 		$194M Buy
3,920,941
+2,028,945
+107% +$98M 1.32% 26
2020
Q2 		$96.3M Buy
+1,891,996
New +$96.3M 0.69% 57

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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Champlain Investment Partners's SMAR Position: Q1 2025 in Review

Champlain Investment Partners sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,085,845 shares — an estimated $117M sold.

Champlain Investment Partners first reported a position in SMAR in Q2 2020 and held it in 16 quarters. The position peaked at $216M in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Champlain Investment Partners reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Champlain Investment Partners sold 2,085,845 Smartsheet Inc. shares in Q1 2025, an estimated $117M.
  • Champlain Investment Partners first reported a position in Smartsheet Inc. in Q2 2020 and held it in 16 quarters.
  • Champlain Investment Partners's Smartsheet Inc. position peaked at $216M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Champlain Investment Partners's 13F filing for Q1 2025, filed 14 May 2025.