IC
SMAR

IEQ Capital’s Smartsheet Inc. SMAR Stock Holding History

IEQ 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
-238,958
Closed -$13.4M – 1765
2024
Q4 		$13.4M Buy
238,958
+226,923
+1,886% +$12.7M 0.13% 102
2024
Q3 		$666K Buy
+12,035
New +$583K 0.01% 659

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

IEQ Capital's SMAR Position: Q1 2025 in Review

IEQ Capital sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 238,958 shares — an estimated $13.4M sold.

IEQ Capital first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $13.4M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • IEQ Capital reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • IEQ Capital sold 238,958 Smartsheet Inc. shares in Q1 2025, an estimated $13.4M.
  • IEQ Capital first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • IEQ Capital's Smartsheet Inc. position peaked at $13.4M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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