CGA
SMAR

Crescent Grove Advisors’s Smartsheet Inc. SMAR Stock Holding History

Crescent Grove Advisors’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
-25,476
Closed -$1.43M – 290
2024
Q4 		$1.43M Sell
25,476
-19,610
-43% -$1.1M 0.14% 96
2024
Q3 		$2.5M Hold
45,086
– – 0.25% 66
2024
Q2 		$1.99M Hold
45,086
– – 0.22% 71
2024
Q1 		$1.74M Hold
45,086
– – 0.18% 80
2023
Q4 		$2.16M Buy
45,086
+16
+0% +$682 0.24% 63
2023
Q3 		$1.82M Hold
45,070
– – 0.23% 71
2023
Q2 		$1.72M Sell
45,070
-20
-0% -$865 0.19% 73
2023
Q1 		$2.16M Sell
45,090
-75
-0.2% -$3.26K 0.25% 62
2022
Q4 		$1.78M Buy
45,165
+55
+0.1% +$1.87K 0.18% 77
2022
Q3 		$1.55M Sell
45,110
-902
-2% -$30.6K 0.18% 68
2022
Q2 		$1.45M Buy
46,012
+1,012
+2% +$41.9K 0.15% 76
2022
Q1 		$2.46M Hold
45,000
– – 0.24% 53
2021
Q4 		$3.48M Hold
45,000
– – 0.33% 45
2021
Q3 		$3.1M Hold
45,000
– – 0.33% 45
2021
Q2 		$3.25M Sell
45,000
-7,050
-14% -$440K 0.34% 46
2021
Q1 		$3.33M Hold
52,050
– – 0.39% 39
2020
Q4 		$3.61M Hold
52,050
– – 0.47% 37
2020
Q3 		$2.57M Sell
52,050
-25,000
-32% -$1.21M 0.51% 40
2020
Q2 		$3.92M Hold
77,050
– – 0.83% 29
2020
Q1 		$3.2M Hold
77,050
– – 0.71% 29
2019
Q4 		$3.46M Sell
77,050
-24,500
-24% -$1.01M 0.6% 34
2019
Q3 		$3.66M Sell
101,550
-46,958
-32% -$2.24M 0.7% 30
2019
Q2 		$7.19M Hold
148,508
– – 1.35% 13
2019
Q1 		$6.06M Sell
148,508
-70,000
-32% -$2.42M 1.24% 16
2018
Q4 		$5.43M Buy
+218,508
New +$5.43M 1.16% 21

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

Crescent Grove Advisors's SMAR Position: Q1 2025 in Review

Crescent Grove Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 25,476 shares — an estimated $1.43M sold.

Crescent Grove Advisors first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $7.19M in Q2 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Crescent Grove Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 25,476 Smartsheet Inc. shares in Q1 2025, an estimated $1.43M.
  • Crescent Grove Advisors first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • Crescent Grove Advisors's Smartsheet Inc. position peaked at $7.19M in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Crescent Grove Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.