Fuller & Thaler Asset Management
SMAR

Fuller & Thaler Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Fuller & Thaler Asset 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
-4,114
Closed -$231K – 654
2024
Q4 		$231K Sell
4,114
-884,150
-100% -$49.5M ﹤0.01% 506
2024
Q3 		$49.2M Buy
888,264
+95,976
+12% +$4.65M 0.19% 162
2024
Q2 		$34.9M Buy
+792,288
New +$31.6M 0.15% 196
2023
Q2 		– Sell
-225,680
Closed -$10.8M – 539
2023
Q1 		$10.8M Buy
+225,680
New +$9.82M 0.06% 223

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

Fuller & Thaler Asset Management's SMAR Position: Q1 2025 in Review

Fuller & Thaler Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,114 shares — an estimated $231K sold.

Fuller & Thaler Asset Management first reported a position in SMAR in Q1 2023 and held it in 4 quarters. The position peaked at $49.2M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Fuller & Thaler Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 4,114 Smartsheet Inc. shares in Q1 2025, an estimated $231K.
  • Fuller & Thaler Asset Management first reported a position in Smartsheet Inc. in Q1 2023 and held it in 4 quarters.
  • Fuller & Thaler Asset Management's Smartsheet Inc. position peaked at $49.2M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2025, filed 13 May 2025.