Kovitz Investment Group Partners’s Smartsheet Inc. SMAR Stock Holding History

Kovitz Investment Group Partners’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	-4,242	Closed	-$238K	–	1327
2024 Q4	$238K	Buy	+4,242	New	+$237K	﹤0.01%	1114

Other funds holding SMAR

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

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Kovitz Investment Group Partners's SMAR Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,242 shares — an estimated $238K sold.

Kovitz Investment Group Partners first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $238K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Kovitz Investment Group Partners reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 4,242 Smartsheet Inc. shares in Q1 2025, an estimated $238K.
Kovitz Investment Group Partners first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
Kovitz Investment Group Partners's Smartsheet Inc. position peaked at $238K in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.