GC
SMAR

Guggenheim Capital’s Smartsheet Inc. SMAR Stock Holding History

Guggenheim Capital’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
-23,653
Closed -$1.33M – 1726
2024
Q4 		$1.33M Buy
23,653
+205
+0.9% +$11.5K 0.01% 790
2024
Q3 		$1.3M Buy
23,448
+3,315
+16% +$161K 0.01% 983
2024
Q2 		$887K Buy
20,133
+11,791
+141% +$470K 0.01% 1183
2024
Q1 		$321K Buy
+8,342
New +$364K ﹤0.01% 1644
2023
Q4 		– Sell
-6,640
Closed -$269K – 1972
2023
Q3 		$269K Buy
+6,640
New +$272K ﹤0.01% 1663
2021
Q2 		– Sell
-3,486
Closed -$223K – 2240
2021
Q1 		$223K Sell
3,486
-319
-8% -$22.3K ﹤0.01% 2051
2020
Q4 		$264K Sell
3,805
-5,108
-57% -$299K ﹤0.01% 1876
2020
Q3 		$440K Buy
8,913
+2,634
+42% +$127K ﹤0.01% 1492
2020
Q2 		$320K Buy
+6,279
New +$320K ﹤0.01% 1593

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

Guggenheim Capital's SMAR Position: Q1 2025 in Review

Guggenheim Capital sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 23,653 shares — an estimated $1.33M sold.

Guggenheim Capital first reported a position in SMAR in Q2 2020 and held it in 9 quarters. The position peaked at $1.33M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Guggenheim Capital reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Guggenheim Capital sold 23,653 Smartsheet Inc. shares in Q1 2025, an estimated $1.33M.
  • Guggenheim Capital first reported a position in Smartsheet Inc. in Q2 2020 and held it in 9 quarters.
  • Guggenheim Capital's Smartsheet Inc. position peaked at $1.33M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Guggenheim Capital's 13F filing for Q1 2025, filed 14 May 2025.