Franklin Resources
SMAR

Franklin Resources’s Smartsheet Inc. SMAR Stock Holding History

Franklin Resources’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
-104,955
Closed -$5.88M – 3105
2024
Q4 		$5.88M Buy
104,955
+51,934
+98% +$2.91M ﹤0.01% 1275
2024
Q3 		$2.97M Sell
53,021
-36,376
-41% -$1.76M ﹤0.01% 1585
2024
Q2 		$3.94M Sell
89,397
-6,868
-7% -$274K ﹤0.01% 1411
2024
Q1 		$3.71M Buy
96,265
+84,903
+747% +$3.7M ﹤0.01% 1474
2023
Q4 		$543K Sell
11,362
-634
-5% -$27K ﹤0.01% 1906
2023
Q3 		$485K Sell
11,996
-1,831
-13% -$75.1K ﹤0.01% 1932
2023
Q2 		$529K Buy
+13,827
New +$598K ﹤0.01% 1946
2022
Q1 		– Sell
-4,419
Closed -$342K – 2553
2021
Q4 		$342K Buy
4,419
+820
+23% +$57.3K ﹤0.01% 2035
2021
Q3 		$248K Buy
3,599
+102
+3% +$7.5K ﹤0.01% 2156
2021
Q2 		$253K Buy
+3,497
New +$218K ﹤0.01% 1775
2020
Q2 		– Sell
-606,231
Closed -$25.2M – 1746
2020
Q1 		$25.2M Buy
606,231
+24,654
+4% +$1.12M 0.02% 624
2019
Q4 		$26.1M Buy
581,577
+26,477
+5% +$1.09M 0.01% 706
2019
Q3 		$20M Buy
555,100
+327,600
+144% +$15.6M 0.01% 748
2019
Q2 		$11M Sell
227,500
-200
-0.1% -$8.5K 0.01% 869
2019
Q1 		$9.29M Buy
227,700
+26,000
+13% +$899K 0.01% 898
2018
Q4 		$5.01M Hold
201,700
– – ﹤0.01% 993
2018
Q3 		$6.3M Sell
201,700
-100
-0% -$2.66K ﹤0.01% 1013
2018
Q2 		$5.24M Buy
+201,800
New +$4.8M ﹤0.01% 1040

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 $60.6B AUM 23.27% 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 $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

Franklin Resources's SMAR Position: Q1 2025 in Review

Franklin Resources sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 104,955 shares — an estimated $5.88M sold.

Franklin Resources first reported a position in SMAR in Q2 2018 and held it in 18 quarters. The position peaked at $26.1M in Q4 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Franklin Resources reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Franklin Resources sold 104,955 Smartsheet Inc. shares in Q1 2025, an estimated $5.88M.
  • Franklin Resources first reported a position in Smartsheet Inc. in Q2 2018 and held it in 18 quarters.
  • Franklin Resources's Smartsheet Inc. position peaked at $26.1M in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Franklin Resources's 13F filing for Q1 2025, filed 13 May 2025.