ECM
SMAR

Everence Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Everence Capital 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
2025
Q1 		– Sell
-4,210
Closed -$236K – 866
2024
Q4 		$236K Buy
+4,210
New +$236K 0.02% 702

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

Everence Capital Management's SMAR Position: Q1 2025 in Review

Everence Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,210 shares — an estimated $236K sold.

Everence Capital Management first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Everence Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Everence Capital Management sold 4,210 Smartsheet Inc. shares in Q1 2025, an estimated $236K.
  • Everence Capital Management first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Everence Capital Management's Smartsheet Inc. position peaked at $236K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Everence Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.