ER
SMAR

EVR Research’s Smartsheet Inc. SMAR Stock Holding History

EVR Research’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
-193,982
Closed -$10.9M – 52
2024
Q4 		$10.9M Sell
193,982
-606,018
-76% -$33.9M 3.64% 13
2024
Q3 		$44.3M Buy
800,000
+10,000
+1% +$485K 11.04% 1
2024
Q2 		$34.8M Buy
790,000
+310,000
+65% +$12.4M 10.4% 2
2024
Q1 		$18.5M Sell
480,000
-20,000
-4% -$873K 4.13% 9
2023
Q4 		$23.9M Sell
500,000
-100,000
-17% -$4.26M 5.35% 6
2023
Q3 		$24.3M Buy
600,000
+60,000
+11% +$2.46M 6.43% 4
2023
Q2 		$20.7M Sell
540,000
-20,000
-4% -$865K 5.52% 6
2023
Q1 		$26.8M Sell
560,000
-250,000
-31% -$10.9M 6.67% 3
2022
Q4 		$31.9M Sell
810,000
-210,000
-21% -$7.16M 9.62% 2
2022
Q3 		$35M Buy
1,020,000
+455,000
+81% +$15.4M 10.4% 1
2022
Q2 		$17.8M Buy
+565,000
New +$23.4M 5.24% 6

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 $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

EVR Research's SMAR Position: Q1 2025 in Review

EVR Research sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 193,982 shares — an estimated $10.9M sold.

EVR Research first reported a position in SMAR in Q2 2022 and held it in 11 quarters. The position peaked at $44.3M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • EVR Research reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • EVR Research sold 193,982 Smartsheet Inc. shares in Q1 2025, an estimated $10.9M.
  • EVR Research first reported a position in Smartsheet Inc. in Q2 2022 and held it in 11 quarters.
  • EVR Research's Smartsheet Inc. position peaked at $44.3M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on EVR Research's 13F filing for Q1 2025, filed 14 May 2025.