CB
SMAR

Commerce Bank’s Smartsheet Inc. SMAR Stock Holding History

Commerce Bank’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
-8,030
Closed -$450K – 1206
2024
Q4 		$450K Hold
8,030
– – ﹤0.01% 904
2024
Q3 		$445K Sell
8,030
-118
-1% -$5.72K ﹤0.01% 933
2024
Q2 		$359K Hold
8,148
– – ﹤0.01% 966
2024
Q1 		$314K Sell
8,148
-54
-0.7% -$2.36K ﹤0.01% 1014
2023
Q4 		$392K Buy
8,202
+208
+3% +$8.87K ﹤0.01% 932
2023
Q3 		$323K Hold
7,994
– – ﹤0.01% 929
2023
Q2 		$306K Sell
7,994
-186
-2% -$8.04K ﹤0.01% 966
2023
Q1 		$391K Buy
8,180
+487
+6% +$21.2K ﹤0.01% 890
2022
Q4 		$303K Buy
7,693
+431
+6% +$14.7K ﹤0.01% 973
2022
Q3 		$250K Buy
+7,262
New +$246K ﹤0.01% 1014

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

Commerce Bank's SMAR Position: Q1 2025 in Review

Commerce Bank sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 8,030 shares — an estimated $450K sold.

Commerce Bank first reported a position in SMAR in Q3 2022 and held it in 10 quarters. The position peaked at $450K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Commerce Bank reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Commerce Bank sold 8,030 Smartsheet Inc. shares in Q1 2025, an estimated $450K.
  • Commerce Bank first reported a position in Smartsheet Inc. in Q3 2022 and held it in 10 quarters.
  • Commerce Bank's Smartsheet Inc. position peaked at $450K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Commerce Bank's 13F filing for Q1 2025, filed 8 May 2025.