CAM
SMAR

Congress Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Congress Asset Management’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
-38,528
Closed -$2.16M – 410
2024
Q4 		$2.16M Sell
38,528
-27,702
-42% -$1.55M 0.01% 279
2024
Q3 		$3.67M Buy
+66,230
New +$3.21M 0.03% 245

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

Congress Asset Management's SMAR Position: Q1 2025 in Review

Congress Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 38,528 shares — an estimated $2.16M sold.

Congress Asset Management first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $3.67M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Congress Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Congress Asset Management sold 38,528 Smartsheet Inc. shares in Q1 2025, an estimated $2.16M.
  • Congress Asset Management first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • Congress Asset Management's Smartsheet Inc. position peaked at $3.67M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Congress Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.