GAM
SMAR

Gotham Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Gotham 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
-19,945
Closed -$1.12M – 1689
2024
Q4 		$1.12M Sell
19,945
-14,121
-41% -$790K 0.01% 888
2024
Q3 		$1.89M Buy
34,066
+15,221
+81% +$738K 0.02% 743
2024
Q2 		$831K Buy
+18,845
New +$751K 0.01% 940
2024
Q1 		– Sell
-29,607
Closed -$1.42M – 1476
2023
Q4 		$1.42M Sell
29,607
-12,901
-30% -$550K 0.03% 697
2023
Q3 		$1.72M Buy
42,508
+29,267
+221% +$1.2M 0.04% 602
2023
Q2 		$507K Sell
13,241
-28,559
-68% -$1.24M 0.01% 964
2023
Q1 		$2M Buy
41,800
+18,837
+82% +$819K 0.05% 529
2022
Q4 		$904K Sell
22,963
-1,789
-7% -$61K 0.03% 718
2022
Q3 		$850K Buy
24,752
+16,049
+184% +$544K 0.03% 704
2022
Q2 		$274K Buy
+8,703
New +$361K 0.01% 967
2022
Q1 		– Sell
-3,899
Closed -$302K – 1268
2021
Q4 		$302K Buy
+3,899
New +$272K 0.01% 943
2019
Q3 		– Sell
-6,953
Closed -$337K – 1244
2019
Q2 		$337K Buy
+6,953
New +$295K 0.01% 916

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gotham Asset Management's SMAR Position: Q1 2025 in Review

Gotham Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 19,945 shares — an estimated $1.12M sold.

Gotham Asset Management first reported a position in SMAR in Q2 2019 and held it in 12 quarters. The position peaked at $2M in Q1 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Gotham Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Gotham Asset Management sold 19,945 Smartsheet Inc. shares in Q1 2025, an estimated $1.12M.
  • Gotham Asset Management first reported a position in Smartsheet Inc. in Q2 2019 and held it in 12 quarters.
  • Gotham Asset Management's Smartsheet Inc. position peaked at $2M in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Gotham Asset Management's 13F filing for Q1 2025, filed 15 May 2025.