HM
SMAR

Harvest Management’s Smartsheet Inc. SMAR Stock Holding History

Harvest 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
-285,300
Closed -$16M – 84
2024
Q4 		$16M Buy
285,300
+152,800
+115% +$8.55M 7.72% 4
2024
Q3 		$7.34M Buy
+132,500
New +$6.42M 3.73% 11

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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Harvest Management's SMAR Position: Q1 2025 in Review

Harvest Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 285,300 shares — an estimated $16M sold.

Harvest Management first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $16M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Harvest Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Harvest Management sold 285,300 Smartsheet Inc. shares in Q1 2025, an estimated $16M.
  • Harvest Management first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • Harvest Management's Smartsheet Inc. position peaked at $16M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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