IIM
SMAR

Ironwood Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Ironwood Investment 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
-11,635
Closed -$652K – 170
2024
Q4 		$652K Buy
11,635
+183
+2% +$10.2K 0.32% 88
2024
Q3 		$634K Buy
11,452
+192
+2% +$9.31K 0.31% 89
2024
Q2 		$496K Sell
11,260
-33
-0.3% -$1.31K 0.27% 103
2024
Q1 		$435K Sell
11,293
-47
-0.4% -$2.05K 0.21% 111
2023
Q4 		$542K Sell
11,340
-78
-0.7% -$3.32K 0.29% 93
2023
Q3 		$462K Sell
11,418
-221
-2% -$9.07K 0.28% 93
2023
Q2 		$445K Sell
11,639
-656
-5% -$28.4K 0.26% 99
2023
Q1 		$588K Buy
12,295
+197
+2% +$8.57K 0.37% 86
2022
Q4 		$476K Sell
12,098
-368
-3% -$12.5K 0.31% 98
2022
Q3 		$428K Sell
12,466
-82
-0.7% -$2.78K 0.3% 107
2022
Q2 		$394K Buy
12,548
+1
+0% +$41 0.26% 115
2022
Q1 		$687K Buy
12,547
+135
+1% +$7.71K 0.37% 95
2021
Q4 		$961K Buy
12,412
+312
+3% +$21.8K 0.48% 72
2021
Q3 		$833K Buy
12,100
+12
+0.1% +$882 0.43% 79
2021
Q2 		$874K Sell
12,088
-265
-2% -$16.5K 0.44% 83
2021
Q1 		$790K Buy
12,353
+110
+0.9% +$7.7K 0.42% 84
2020
Q4 		$848K Sell
12,243
-346
-3% -$20.3K 0.5% 73
2020
Q3 		$622K Sell
12,589
-4
-0% -$193 0.44% 84
2020
Q2 		$641K Sell
12,593
-77
-0.6% -$3.92K 0.5% 84
2020
Q1 		$526K Buy
12,670
+4,546
+56% +$206K 0.53% 71
2019
Q4 		$365K Sell
8,124
-596
-7% -$24.6K 0.25% 120
2019
Q3 		$314K Sell
8,720
-34
-0.4% -$1.62K 0.24% 122
2019
Q2 		$424K Sell
8,754
-5
-0.1% -$212 0.33% 105
2019
Q1 		$357K Buy
+8,759
New +$303K 0.29% 116

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 $59.2B AUM 26.02% 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 $8.31B AUM 21.94% 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

Ironwood Investment Management's SMAR Position: Q1 2025 in Review

Ironwood Investment Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 11,635 shares — an estimated $652K sold.

Ironwood Investment Management first reported a position in SMAR in Q1 2019 and held it in 24 quarters. The position peaked at $961K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Ironwood Investment Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Ironwood Investment Management sold 11,635 Smartsheet Inc. shares in Q1 2025, an estimated $652K.
  • Ironwood Investment Management first reported a position in Smartsheet Inc. in Q1 2019 and held it in 24 quarters.
  • Ironwood Investment Management's Smartsheet Inc. position peaked at $961K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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