Mariner’s Smartsheet Inc. SMAR Stock Holding History

Mariner’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	-5,322	Closed	-$298K	–	3632
2024 Q4	$298K	Sell	5,322 -1,539	-22%	-$86.1K	﹤0.01%	2624
2024 Q3	$380K	Buy	+6,861	New	+$333K	﹤0.01%	2371
2023 Q2	–	Sell	-5,671	Closed	-$271K	–	2949
2023 Q1	$271K	Buy	5,671 +379	+7%	+$16.5K	﹤0.01%	2152
2022 Q4	$208K	Buy	+5,292	New	+$180K	﹤0.01%	2328

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

Mariner's SMAR Position: Q1 2025 in Review

Mariner sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 5,322 shares — an estimated $298K sold.

Mariner first reported a position in SMAR in Q4 2022 and held it in 4 quarters. The position peaked at $380K in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Mariner reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Mariner sold 5,322 Smartsheet Inc. shares in Q1 2025, an estimated $298K.
Mariner first reported a position in Smartsheet Inc. in Q4 2022 and held it in 4 quarters.
Mariner's Smartsheet Inc. position peaked at $380K in Q3 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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