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 – 55
2024
Q4 		$10.9M Sell
193,982
-606,018
-76% -$33.9M 3.68% 13
2024
Q3 		$44.3M Buy
800,000
+10,000
+1% +$485K 11.21% 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 4.14% 9
2023
Q4 		$23.9M Sell
500,000
-100,000
-17% -$4.26M 5.37% 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 6.69% 3
2022
Q4 		$31.9M Sell
810,000
-210,000
-21% -$7.16M 9.93% 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 $4.82B AUM 20.19% 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 $426M AUM 23.62% 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