Glenmede Trust’s Smartsheet Inc. SMAR Stock Holding History

Glenmede Trust’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	-4,643	Closed	-$260K	–	1456
2024 Q4	$260K	Sell	4,643 -526,914	-99%	-$29.5M	﹤0.01%	1152
2024 Q3	$29.4M	Buy	531,557 +437,371	+464%	+$21.2M	0.14%	140
2024 Q2	$4.15M	Buy	+94,186	New	+$3.75M	0.02%	453
2020 Q4	–	Sell	-18	Closed	–	–	2331
2020 Q3	$0	Hold	18	–	–	﹤0.01%	2605
2020 Q2	$0	Buy	+18	New	+$916	﹤0.01%	2647

Other funds holding SMAR

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Glenmede Trust's SMAR Position: Q1 2025 in Review

Glenmede Trust sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,643 shares — an estimated $260K sold.

Glenmede Trust first reported a position in SMAR in Q2 2020 and held it in 5 quarters. The position peaked at $29.4M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Glenmede Trust reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Glenmede Trust sold 4,643 Smartsheet Inc. shares in Q1 2025, an estimated $260K.
Glenmede Trust first reported a position in Smartsheet Inc. in Q2 2020 and held it in 5 quarters.
Glenmede Trust's Smartsheet Inc. position peaked at $29.4M in Q3 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Glenmede Trust's 13F filing for Q1 2025, filed 15 May 2025.