GCM
SMAR

Graham Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Graham Capital 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
-46,081
Closed -$2.58M – 1578
2024
Q4 		$2.58M Buy
46,081
+1,085
+2% +$60.7K 0.04% 240
2024
Q3 		$2.49M Sell
44,996
-20,387
-31% -$988K 0.04% 231
2024
Q2 		$2.88M Buy
65,383
+7,223
+12% +$288K 0.06% 172
2024
Q1 		$2.24M Sell
58,160
-3,217
-5% -$140K 0.04% 231
2023
Q4 		$2.94M Buy
61,377
+38,023
+163% +$1.62M 0.07% 162
2023
Q3 		$945K Sell
23,354
-25,618
-52% -$1.05M 0.02% 383
2023
Q2 		$1.87M Sell
48,972
-45,343
-48% -$1.96M 0.05% 226
2023
Q1 		$4.51M Sell
94,315
-15,490
-14% -$674K 0.14% 100
2022
Q4 		$4.32M Buy
+109,805
New +$3.74M 0.13% 83
2022
Q3 		– Sell
-53,341
Closed -$1.68M – 1372
2022
Q2 		$1.68M Buy
53,341
+39,542
+287% +$1.64M 0.07% 265
2022
Q1 		$755K Buy
+13,799
New +$788K 0.03% 412

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

Graham Capital Management's SMAR Position: Q1 2025 in Review

Graham Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 46,081 shares — an estimated $2.58M sold.

Graham Capital Management first reported a position in SMAR in Q1 2022 and held it in 11 quarters. The position peaked at $4.51M in Q1 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Graham Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Graham Capital Management sold 46,081 Smartsheet Inc. shares in Q1 2025, an estimated $2.58M.
  • Graham Capital Management first reported a position in Smartsheet Inc. in Q1 2022 and held it in 11 quarters.
  • Graham Capital Management's Smartsheet Inc. position peaked at $4.51M in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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