KC
SMAR

Keenan Capital’s Smartsheet Inc. SMAR Stock Holding History

Keenan 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
-466,887
Closed -$26.2M – 11
2024
Q4 		$26.2M Sell
466,887
-2,113
-0.5% -$118K 5.28% 9
2024
Q3 		$26M Sell
469,000
-484,433
-51% -$23.5M 5.75% 9
2024
Q2 		$42M Hold
953,433
– – 10.29% 6
2024
Q1 		$36.7M Hold
953,433
– – 9.4% 6
2023
Q4 		$45.6M Sell
953,433
-247,000
-21% -$10.5M 10.74% 6
2023
Q3 		$48.6M Buy
1,200,433
+45,000
+4% +$1.85M 8.57% 8
2023
Q2 		$44.2M Sell
1,155,433
-429,148
-27% -$18.6M 7.92% 8
2023
Q1 		$75.7M Hold
1,584,581
– – 13.75% 1
2022
Q4 		$62.4M Sell
1,584,581
-140,000
-8% -$4.77M 12.51% 3
2022
Q3 		$59.3M Hold
1,724,581
– – 11.26% 2
2022
Q2 		$54.2M Buy
1,724,581
+624,218
+57% +$25.9M 10.31% 6
2022
Q1 		$60.3M Buy
1,100,363
+540,363
+96% +$30.9M 8.43% 5
2021
Q4 		$43.4M Hold
560,000
– – 5.48% 8
2021
Q3 		$38.5M Sell
560,000
-100,000
-15% -$7.35M 5.35% 11
2021
Q2 		$47.7M Hold
660,000
– – 6.54% 10
2021
Q1 		$42.2M Hold
660,000
– – 7.01% 9
2020
Q4 		$45.7M Buy
660,000
+360,000
+120% +$21.1M 7.4% 6
2020
Q3 		$14.8M Buy
+300,000
New +$14.5M 2.98% 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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Keenan Capital's SMAR Position: Q1 2025 in Review

Keenan Capital sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 466,887 shares — an estimated $26.2M sold.

Keenan Capital first reported a position in SMAR in Q3 2020 and held it in 18 quarters. The position peaked at $75.7M in Q1 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Keenan Capital reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Keenan Capital sold 466,887 Smartsheet Inc. shares in Q1 2025, an estimated $26.2M.
  • Keenan Capital first reported a position in Smartsheet Inc. in Q3 2020 and held it in 18 quarters.
  • Keenan Capital's Smartsheet Inc. position peaked at $75.7M in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Keenan Capital's 13F filing for Q1 2025, filed 15 May 2025.