KBC Group’s Smartsheet Inc. SMAR Stock Holding History

KBC Group’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	-4,855	Closed	-$272K	–	1906
2024 Q4	$272K	Buy	4,855 +1,143	+31%	+$64K	﹤0.01%	983
2024 Q3	$205K	Buy	3,712 +530	+17%	+$25.7K	﹤0.01%	920
2024 Q2	$140K	Hold	3,182	–	–	﹤0.01%	1007
2024 Q1	$123K	Buy	3,182 +531	+20%	+$23.2K	﹤0.01%	1027
2023 Q4	$127K	Hold	2,651	–	–	﹤0.01%	966
2023 Q3	$107K	Buy	+2,651	New	+$109K	﹤0.01%	985

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

KBC Group's SMAR Position: Q1 2025 in Review

KBC Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,855 shares — an estimated $272K sold.

KBC Group first reported a position in SMAR in Q3 2023 and held it in 6 quarters. The position peaked at $272K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

KBC Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
KBC Group sold 4,855 Smartsheet Inc. shares in Q1 2025, an estimated $272K.
KBC Group first reported a position in Smartsheet Inc. in Q3 2023 and held it in 6 quarters.
KBC Group's Smartsheet Inc. position peaked at $272K in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on KBC Group's 13F filing for Q1 2025, filed 25 Apr 2025.