CIC
SMAR

Cornercap Investment Counsel’s Smartsheet Inc. SMAR Stock Holding History

Cornercap Investment Counsel’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
-13,513
Closed -$757K – 468
2024
Q4 		$757K Hold
13,513
– – 0.24% 114
2024
Q3 		$748K Sell
13,513
-13,808
-51% -$669K 0.22% 133
2024
Q2 		$1.2M Buy
27,321
+2,764
+11% +$110K 0.2% 148
2024
Q1 		$945K Buy
24,557
+1,697
+7% +$74K 0.15% 273
2023
Q4 		$1.09M Buy
22,860
+285
+1% +$12.1K 0.18% 202
2023
Q3 		$913K Sell
22,575
-36
-0.2% -$1.48K 0.17% 252
2023
Q2 		$865K Buy
+22,611
New +$978K 0.15% 297

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 $59.2B AUM 26.02% 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 $8.31B AUM 21.94% 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

Cornercap Investment Counsel's SMAR Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 13,513 shares — an estimated $757K sold.

Cornercap Investment Counsel first reported a position in SMAR in Q2 2023 and held it in 7 quarters. The position peaked at $1.2M in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Cornercap Investment Counsel reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 13,513 Smartsheet Inc. shares in Q1 2025, an estimated $757K.
  • Cornercap Investment Counsel first reported a position in Smartsheet Inc. in Q2 2023 and held it in 7 quarters.
  • Cornercap Investment Counsel's Smartsheet Inc. position peaked at $1.2M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.