KPF
SMAR

K2 Principal Fund’s Smartsheet Inc. SMAR Stock Holding History

K2 Principal Fund’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
-15,746
Closed -$882K – 413
2024
Q4 		$882K Buy
+15,746
New +$881K 0.1% 166
2024
Q2 		– Sell
-9,500
Closed -$366K – 305
2024
Q1 		$366K Buy
+9,500
New +$414K 0.06% 162

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

K2 Principal Fund's SMAR Position: Q1 2025 in Review

K2 Principal Fund sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 15,746 shares — an estimated $882K sold.

K2 Principal Fund first reported a position in SMAR in Q1 2024 and held it in 2 quarters. The position peaked at $882K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • K2 Principal Fund reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • K2 Principal Fund sold 15,746 Smartsheet Inc. shares in Q1 2025, an estimated $882K.
  • K2 Principal Fund first reported a position in Smartsheet Inc. in Q1 2024 and held it in 2 quarters.
  • K2 Principal Fund's Smartsheet Inc. position peaked at $882K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on K2 Principal Fund's 13F filing for Q1 2025, filed 15 May 2025.