HCA
SMAR

Harbor Capital Advisors’s Smartsheet Inc. SMAR Stock Holding History

Harbor Capital Advisors’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
-3,386
Closed -$190K – 1573
2024
Q4 		$190K Sell
3,386
-172
-5% -$9.63K 0.01% 668
2024
Q3 		$197K Sell
3,558
-65,631
-95% -$3.18M 0.01% 673
2024
Q2 		$3.05M Buy
69,189
+33,640
+95% +$1.34M 0.23% 124
2024
Q1 		$1.37M Buy
35,549
+15,814
+80% +$690K 0.18% 150
2023
Q4 		$944K Sell
19,735
-314
-2% -$13.4K 0.18% 141
2023
Q3 		$811K Sell
20,049
-5,766
-22% -$237K 0.17% 142
2023
Q2 		$988K Buy
25,815
+6,289
+32% +$272K 0.2% 133
2023
Q1 		$933K Sell
19,526
-1,818
-9% -$79.1K 0.27% 93
2022
Q4 		$840K Sell
21,344
-461
-2% -$15.7K 0.81% 45
2022
Q3 		$749K Sell
21,805
-2,423
-10% -$82.1K 0.69% 46
2022
Q2 		$761K Buy
+24,228
New +$1M 0.58% 54

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

Harbor Capital Advisors's SMAR Position: Q1 2025 in Review

Harbor Capital Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 3,386 shares — an estimated $190K sold.

Harbor Capital Advisors first reported a position in SMAR in Q2 2022 and held it in 11 quarters. The position peaked at $3.05M in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Harbor Capital Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Harbor Capital Advisors sold 3,386 Smartsheet Inc. shares in Q1 2025, an estimated $190K.
  • Harbor Capital Advisors first reported a position in Smartsheet Inc. in Q2 2022 and held it in 11 quarters.
  • Harbor Capital Advisors's Smartsheet Inc. position peaked at $3.05M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Harbor Capital Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.