CGL
SMAR

Clarius Group LLC’s Smartsheet Inc. SMAR Stock Holding History

Clarius Group LLC’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
-150,897
Closed -$8.45M – 506
2024
Q4 		$8.45M Buy
150,897
+6,685
+5% +$374K 0.58% 27
2024
Q3 		$7.98M Sell
144,212
-16,679
-10% -$809K 0.56% 27
2024
Q2 		$7.09M Sell
160,891
-6,506
-4% -$259K 0.5% 27
2024
Q1 		$6.44M Buy
167,397
+14,992
+10% +$654K 0.45% 29
2023
Q4 		$7.29M Sell
152,405
-16,827
-10% -$717K 0.6% 27
2023
Q3 		$6.85M Sell
169,232
-22,601
-12% -$927K 0.65% 27
2023
Q2 		$7.34M Hold
191,833
– – 0.57% 24
2023
Q1 		$9.17M Hold
191,833
– – 0.78% 19
2022
Q4 		$7.55M Sell
191,833
-1,190
-0.6% -$40.6K 0.68% 18
2022
Q3 		$6.63M Hold
193,023
– – 0.66% 22
2022
Q2 		$6.07M Buy
193,023
+20,162
+12% +$835K 0.61% 21
2022
Q1 		$13.4M Hold
172,861
– – 1.06% 19
2021
Q4 		$13.4M Sell
172,861
-4,715
-3% -$329K 1.06% 19
2021
Q3 		$12.2M Sell
177,576
-7,426
-4% -$546K 1.09% 19
2021
Q2 		$13.4M Sell
185,002
-3,179
-2% -$198K 1.2% 17
2021
Q1 		$12M Sell
188,181
-24,609
-12% -$1.72M 1.18% 18
2020
Q4 		$14.7M Sell
212,790
-74,542
-26% -$4.37M 1.59% 14
2020
Q3 		$14.2M Buy
287,332
+67,027
+30% +$3.24M 1.82% 12
2020
Q2 		$11.2M Sell
220,305
-12,662
-5% -$645K 1.57% 14
2020
Q1 		$9.67M Sell
232,967
-109,052
-32% -$4.95M 1.82% 13
2019
Q4 		$15M Buy
342,019
+103,918
+44% +$4.3M 2.38% 10
2019
Q3 		$8.58M Sell
238,101
-5,000
-2% -$238K 1.57% 13
2019
Q2 		$11.8M Buy
243,101
+62,778
+35% +$2.67M 2.37% 9
2019
Q1 		$7.36M Buy
180,323
+18,388
+11% +$636K 1.79% 8
2018
Q4 		$4.03M Buy
+161,935
New +$4.03M 1.46% 13

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

Clarius Group LLC's SMAR Position: Q1 2025 in Review

Clarius Group LLC sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 150,897 shares — an estimated $8.45M sold.

Clarius Group LLC first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $15M in Q4 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Clarius Group LLC reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Clarius Group LLC sold 150,897 Smartsheet Inc. shares in Q1 2025, an estimated $8.45M.
  • Clarius Group LLC first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • Clarius Group LLC's Smartsheet Inc. position peaked at $15M in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Clarius Group LLC's 13F filing for Q1 2025, filed 18 Apr 2025.