EGM
SMAR

Engineers Gate Manager’s Smartsheet Inc. SMAR Stock Holding History

Engineers Gate Manager’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
-40,740
Closed -$2.28M – 2680
2024
Q4 		$2.28M Sell
40,740
-18,810
-32% -$1.05M 0.04% 569
2024
Q3 		$3.3M Sell
59,550
-78,181
-57% -$3.79M 0.06% 421
2024
Q2 		$6.07M Sell
137,731
-14,369
-9% -$573K 0.14% 205
2024
Q1 		$5.86M Buy
152,100
+112,189
+281% +$4.89M 0.15% 165
2023
Q4 		$1.91M Sell
39,911
-78,458
-66% -$3.34M 0.05% 498
2023
Q3 		$4.79M Buy
118,369
+72,480
+158% +$2.97M 0.18% 127
2023
Q2 		$1.76M Sell
45,889
-15,872
-26% -$686K 0.07% 410
2023
Q1 		$2.95M Buy
61,761
+38,284
+163% +$1.67M 0.12% 208
2022
Q4 		$924K Buy
23,477
+9,675
+70% +$330K 0.06% 520
2022
Q3 		$474K Sell
13,802
-240,647
-95% -$8.15M 0.03% 850
2022
Q2 		$8M Buy
254,449
+191,568
+305% +$7.94M 0.29% 55
2022
Q1 		$3.44M Buy
62,881
+58,901
+1,480% +$3.36M 0.13% 162
2021
Q4 		$308K Sell
3,980
-9,074
-70% -$634K 0.01% 1388
2021
Q3 		$898K Sell
13,054
-4,015
-24% -$295K 0.05% 544
2021
Q2 		$1.23M Buy
17,069
+5,499
+48% +$343K 0.08% 343
2021
Q1 		$740K Sell
11,570
-27
-0.2% -$1.89K 0.04% 735
2020
Q4 		$804K Sell
11,597
-2,226
-16% -$130K 0.03% 691
2020
Q3 		$683K Buy
+13,823
New +$667K 0.03% 825
2020
Q1 		– Sell
-30,513
Closed -$1.37M – 2007
2019
Q4 		$1.37M Sell
30,513
-248,972
-89% -$10.3M 0.06% 510
2019
Q3 		$10.1M Buy
+279,485
New +$13.3M 0.51% 2
2019
Q1 		– Sell
-12,687
Closed -$315K – 1194
2018
Q4 		$315K Sell
12,687
-3,909
-24% -$97.2K 0.03% 633
2018
Q3 		$519K Sell
16,596
-46,933
-74% -$1.25M 0.04% 511
2018
Q2 		$1.65M Buy
+63,529
New +$1.51M 0.13% 254

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 $426M AUM 23.62% 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

Engineers Gate Manager's SMAR Position: Q1 2025 in Review

Engineers Gate Manager sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 40,740 shares — an estimated $2.28M sold.

Engineers Gate Manager first reported a position in SMAR in Q2 2018 and held it in 23 quarters. The position peaked at $10.1M in Q3 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Engineers Gate Manager reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 40,740 Smartsheet Inc. shares in Q1 2025, an estimated $2.28M.
  • Engineers Gate Manager first reported a position in Smartsheet Inc. in Q2 2018 and held it in 23 quarters.
  • Engineers Gate Manager's Smartsheet Inc. position peaked at $10.1M in Q3 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Engineers Gate Manager's 13F filing for Q1 2025, filed 15 May 2025.