Lazard Asset Management
SMAR

Lazard Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Lazard Asset 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
-32,660
Closed -$1.83M – 2634
2024
Q4 		$1.83M Buy
32,660
+2,430
+8% +$136K ﹤0.01% 918
2024
Q3 		$1.67M Buy
30,230
+14,534
+93% +$705K ﹤0.01% 913
2024
Q2 		$690K Buy
15,696
+7,558
+93% +$301K ﹤0.01% 1085
2024
Q1 		$312K Sell
8,138
-8,724
-52% -$381K ﹤0.01% 1173
2023
Q4 		$805K Buy
16,862
+7,250
+75% +$309K ﹤0.01% 996
2023
Q3 		$387K Buy
9,612
+3,321
+53% +$136K ﹤0.01% 1211
2023
Q2 		$240K Buy
6,291
+3,604
+134% +$156K ﹤0.01% 1298
2023
Q1 		$128K Buy
2,687
+1,664
+163% +$72.4K ﹤0.01% 1442
2022
Q4 		$40K Sell
1,023
-682
-40% -$23.2K ﹤0.01% 1916
2022
Q3 		$58K Sell
1,705
-299
-15% -$10.1K ﹤0.01% 1735
2022
Q2 		$62K Buy
2,004
+619
+45% +$25.6K ﹤0.01% 1722
2022
Q1 		$75K Sell
1,385
-153
-10% -$8.74K ﹤0.01% 1535
2021
Q4 		$119K Buy
1,538
+35
+2% +$2.44K ﹤0.01% 1395
2021
Q3 		$103K Sell
1,503
-67
-4% -$4.93K ﹤0.01% 1416
2021
Q2 		$113K Buy
+1,570
New +$98K ﹤0.01% 1314
2020
Q4 		– Sell
-55
Closed -$2K – 2018
2020
Q3 		$2K Hold
55
– – ﹤0.01% 1577
2020
Q2 		$2K Buy
+55
New +$2.8K ﹤0.01% 1573

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

Lazard Asset Management's SMAR Position: Q1 2025 in Review

Lazard Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 32,660 shares — an estimated $1.83M sold.

Lazard Asset Management first reported a position in SMAR in Q2 2020 and held it in 17 quarters. The position peaked at $1.83M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Lazard Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Lazard Asset Management sold 32,660 Smartsheet Inc. shares in Q1 2025, an estimated $1.83M.
  • Lazard Asset Management first reported a position in Smartsheet Inc. in Q2 2020 and held it in 17 quarters.
  • Lazard Asset Management's Smartsheet Inc. position peaked at $1.83M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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