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 Shares
Change % 		Capital Flow 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 +$3.67M 0.03% 245