HFM
SMAR

Harvest Fund Management’s Smartsheet Inc. SMAR Stock Holding History

Harvest Fund 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
-2,427
Closed -$136K – 842
2024
Q4 		$136K Hold
2,427
– – 0.01% 504
2024
Q3 		$134K Sell
2,427
-3,398
-58% -$165K 0.01% 383
2024
Q2 		$257K Buy
+5,825
New +$232K 0.02% 311
2023
Q2 		– Sell
-443
Closed -$21K – 794
2023
Q1 		$21K Sell
443
-1,381
-76% -$60.1K ﹤0.01% 577
2022
Q4 		$72K Buy
1,824
+1,548
+561% +$52.8K 0.02% 407
2022
Q3 		$9K Hold
276
– – ﹤0.01% 676
2022
Q2 		$9K Hold
276
– – ﹤0.01% 631
2022
Q1 		$15K Sell
276
-489
-64% -$27.9K ﹤0.01% 617
2021
Q4 		$60K Sell
765
-315
-29% -$22K 0.01% 415
2021
Q3 		$74K Buy
1,080
+979
+969% +$72K 0.02% 332
2021
Q2 		$7K Hold
101
– – ﹤0.01% 738
2021
Q1 		$6K Sell
101
-20
-17% -$1.4K ﹤0.01% 774
2020
Q4 		$8K Buy
+121
New +$7.09K ﹤0.01% 564

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

Harvest Fund Management's SMAR Position: Q1 2025 in Review

Harvest Fund Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,427 shares — an estimated $136K sold.

Harvest Fund Management first reported a position in SMAR in Q4 2020 and held it in 13 quarters. The position peaked at $257K in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Harvest Fund Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Harvest Fund Management sold 2,427 Smartsheet Inc. shares in Q1 2025, an estimated $136K.
  • Harvest Fund Management first reported a position in Smartsheet Inc. in Q4 2020 and held it in 13 quarters.
  • Harvest Fund Management's Smartsheet Inc. position peaked at $257K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Harvest Fund Management's 13F filing for Q1 2025, filed 8 May 2025.