Longfellow Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Longfellow Investment 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	-1,304	Closed	-$73.1K	–	324
2024 Q4	$73.1K	Buy	1,304 +434	+50%	+$24.3K	0.02%	161
2024 Q3	$48.2K	Buy	+870	New	+$42.2K	0.01%	163

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

Longfellow Investment Management's SMAR Position: Q1 2025 in Review

Longfellow Investment Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1,304 shares — an estimated $73.1K sold.

Longfellow Investment Management first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $73.1K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Longfellow Investment Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Longfellow Investment Management sold 1,304 Smartsheet Inc. shares in Q1 2025, an estimated $73.1K.
Longfellow Investment Management first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
Longfellow Investment Management's Smartsheet Inc. position peaked at $73.1K in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.