Envestnet Asset Management
SMAR

Envestnet Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Envestnet Asset Management’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
2024
Q4 		– Sell
-37,701
Closed -$2.09M – 4432
2024
Q3 		$2.09M Buy
37,701
+1,039
+3% +$50.4K ﹤0.01% 2626
2024
Q2 		$1.62M Buy
36,662
+10,901
+42% +$435K ﹤0.01% 2729
2024
Q1 		$992K Sell
25,761
-11,592
-31% -$506K ﹤0.01% 3041
2023
Q4 		$1.79M Sell
37,353
-9,117
-20% -$389K ﹤0.01% 2539
2023
Q3 		$1.88M Buy
46,470
+20,567
+79% +$844K ﹤0.01% 2410
2023
Q2 		$991K Sell
25,903
-1,716
-6% -$74.2K ﹤0.01% 2755
2023
Q1 		$1.32M Buy
27,619
+8,025
+41% +$349K ﹤0.01% 2468
2022
Q4 		$771K Buy
19,594
+3,112
+19% +$106K ﹤0.01% 2826
2022
Q3 		$566K Sell
16,482
-14,670
-47% -$497K ﹤0.01% 2934
2022
Q2 		$979K Buy
31,152
+1,511
+5% +$62.6K ﹤0.01% 2606
2022
Q1 		$1.62M Sell
29,641
-5,817
-16% -$332K ﹤0.01% 2334
2021
Q4 		$2.75M Buy
35,458
+7,155
+25% +$500K ﹤0.01% 1962
2021
Q3 		$1.95M Buy
28,303
+8,941
+46% +$657K ﹤0.01% 2100
2021
Q2 		$1.4M Buy
19,362
+5,464
+39% +$341K ﹤0.01% 2309
2021
Q1 		$888K Buy
13,898
+5,766
+71% +$403K ﹤0.01% 2479
2020
Q4 		$563K Sell
8,132
-2,743
-25% -$161K ﹤0.01% 2593
2020
Q3 		$537K Buy
10,875
+2,601
+31% +$126K ﹤0.01% 2421
2020
Q2 		$421K Buy
+8,274
New +$421K ﹤0.01% 2505
2019
Q3 		– Sell
-6,716
Closed -$325K – 3176
2019
Q2 		$325K Buy
6,716
+710
+12% +$30.2K ﹤0.01% 2613
2019
Q1 		$245K Buy
+6,006
New +$208K ﹤0.01% 2731

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Envestnet Asset Management's SMAR Position: Q4 2024 in Review

Envestnet Asset Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 37,701 shares — an estimated $2.09M sold.

Envestnet Asset Management first reported a position in SMAR in Q1 2019 and held it in 20 quarters. The position peaked at $2.75M in Q4 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Envestnet Asset Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 37,701 Smartsheet Inc. shares in Q4 2024, an estimated $2.09M.
  • Envestnet Asset Management first reported a position in Smartsheet Inc. in Q1 2019 and held it in 20 quarters.
  • Envestnet Asset Management's Smartsheet Inc. position peaked at $2.75M in Q4 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.