ECM
SMAR

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

Evergreen 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
-13,644
Closed -$764K – 1199
2024
Q4 		$764K Hold
13,644
– – 0.02% 394
2024
Q3 		$755K Buy
13,644
+58
+0.4% +$2.81K 0.03% 382
2024
Q2 		$599K Sell
13,586
-230
-2% -$9.17K 0.02% 426
2024
Q1 		$532K Sell
13,816
-6
-0% -$262 0.02% 437
2023
Q4 		$661K Buy
+13,822
New +$589K 0.03% 362

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

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

Evergreen Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 13,644 shares — an estimated $764K sold.

Evergreen Capital Management first reported a position in SMAR in Q4 2023 and held it in 5 quarters. The position peaked at $764K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Evergreen Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 13,644 Smartsheet Inc. shares in Q1 2025, an estimated $764K.
  • Evergreen Capital Management first reported a position in Smartsheet Inc. in Q4 2023 and held it in 5 quarters.
  • Evergreen Capital Management's Smartsheet Inc. position peaked at $764K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.