GAMMA Investing’s Smartsheet Inc. SMAR Stock Holding History

GAMMA Investing’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	-786	Closed	-$44K	–	3912
2024 Q4	$44K	Buy	786 +34	+5%	+$1.9K	﹤0.01%	1761
2024 Q3	$41.6K	Buy	752 +318	+73%	+$15.4K	﹤0.01%	1631
2024 Q2	$19.1K	Buy	434 +358	+471%	+$14.3K	﹤0.01%	1891
2024 Q1	$2.93K	Sell	76 -7	-8%	-$305	﹤0.01%	2615
2023 Q4	$3.73K	Buy	+83	New	+$3.54K	﹤0.01%	2355

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

GAMMA Investing's SMAR Position: Q1 2025 in Review

GAMMA Investing sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 786 shares — an estimated $44K sold.

GAMMA Investing first reported a position in SMAR in Q4 2023 and held it in 5 quarters. The position peaked at $44K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

GAMMA Investing reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
GAMMA Investing sold 786 Smartsheet Inc. shares in Q1 2025, an estimated $44K.
GAMMA Investing first reported a position in Smartsheet Inc. in Q4 2023 and held it in 5 quarters.
GAMMA Investing's Smartsheet Inc. position peaked at $44K in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on GAMMA Investing's 13F filing for Q1 2025, filed 7 Apr 2025.