Ensign Peak Advisors
SMAR

Ensign Peak Advisors’s Smartsheet Inc. SMAR Stock Holding History

Ensign Peak 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
-4,864
Closed -$273K – 1740
2024
Q4 		$273K Sell
4,864
-43,543
-90% -$2.44M ﹤0.01% 1684
2024
Q3 		$2.68M Hold
48,407
– – ﹤0.01% 830
2024
Q2 		$2.13M Sell
48,407
-1,500
-3% -$59.8K ﹤0.01% 878
2024
Q1 		$1.92M Sell
49,907
-678
-1% -$29.6K ﹤0.01% 945
2023
Q4 		$2.42M Buy
50,585
+868
+2% +$37K ﹤0.01% 839
2023
Q3 		$2.01M Sell
49,717
-39,183
-44% -$1.61M ﹤0.01% 833
2023
Q2 		$3.4M Buy
88,900
+40,310
+83% +$1.74M 0.01% 697
2023
Q1 		$2.32M Sell
48,590
-153
-0.3% -$6.66K 0.01% 789
2022
Q4 		$1.92M Sell
48,743
-950
-2% -$32.4K ﹤0.01% 829
2022
Q3 		$1.71M Sell
49,693
-240
-0.5% -$8.13K ﹤0.01% 842
2022
Q2 		$1.57M Buy
49,933
+1,150
+2% +$47.7K ﹤0.01% 910
2022
Q1 		$2.67M Buy
48,783
+2,592
+6% +$148K 0.01% 776
2021
Q4 		$3.58M Buy
46,191
+31,960
+225% +$2.23M 0.01% 769
2021
Q3 		$979K Sell
14,231
-6,601
-32% -$485K ﹤0.01% 1438
2021
Q2 		$1.51M Hold
20,832
– – ﹤0.01% 1271
2021
Q1 		$1.33M Sell
20,832
-577
-3% -$40.4K ﹤0.01% 1303
2020
Q4 		$1.48M Sell
21,409
-21,289
-50% -$1.25M ﹤0.01% 1221
2020
Q3 		$2.11M Sell
42,698
-11,324
-21% -$547K 0.01% 942
2020
Q2 		$2.75M Buy
54,022
+14,797
+38% +$753K 0.01% 806
2020
Q1 		$1.63M Buy
39,225
+7,071
+22% +$321K 0.01% 938
2019
Q4 		$1.44M Buy
+32,154
New +$1.33M ﹤0.01% 1196

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

Ensign Peak Advisors's SMAR Position: Q1 2025 in Review

Ensign Peak Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,864 shares — an estimated $273K sold.

Ensign Peak Advisors first reported a position in SMAR in Q4 2019 and held it in 21 quarters. The position peaked at $3.58M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Ensign Peak Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Ensign Peak Advisors sold 4,864 Smartsheet Inc. shares in Q1 2025, an estimated $273K.
  • Ensign Peak Advisors first reported a position in Smartsheet Inc. in Q4 2019 and held it in 21 quarters.
  • Ensign Peak Advisors's Smartsheet Inc. position peaked at $3.58M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Ensign Peak Advisors's 13F filing for Q1 2025, filed 14 May 2025.