MFAM
SMAR

Motley Fool Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Motley Fool 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
-66,089
Closed -$3.7M – 242
2024
Q4 		$3.7M Buy
66,089
+4,325
+7% +$242K 0.19% 97
2024
Q3 		$3.42M Sell
61,764
-1,408
-2% -$68.3K 0.2% 95
2024
Q2 		$2.81M Sell
63,172
-6,032
-9% -$240K 0.19% 99
2024
Q1 		$2.66M Sell
69,204
-2,830
-4% -$123K 0.17% 103
2023
Q4 		$3.44M Buy
72,034
+7,814
+12% +$333K 0.26% 81
2023
Q3 		$2.6M Sell
64,220
-1,174
-2% -$48.2K 0.21% 87
2023
Q2 		$2.5M Buy
65,394
+19,424
+42% +$840K 0.22% 81
2023
Q1 		$2.2M Sell
45,970
-3,178
-6% -$138K 0.24% 74
2022
Q4 		$1.93M Sell
49,148
-4,876
-9% -$166K 0.22% 85
2022
Q3 		$1.86M Sell
54,024
-2,610
-5% -$88.4K 0.18% 91
2022
Q2 		$1.95M Sell
56,634
-5,465
-9% -$226K 0.18% 90
2022
Q1 		$3.4M Sell
62,099
-11,960
-16% -$683K 0.25% 79
2021
Q4 		$5.74M Sell
74,059
-3,765
-5% -$263K 0.37% 72
2021
Q3 		$5.36M Sell
77,824
-1,275
-2% -$93.7K 0.35% 71
2021
Q2 		$5.72M Sell
79,099
-4,250
-5% -$265K 0.38% 66
2021
Q1 		$5.33M Buy
83,349
+12,750
+18% +$892K 0.38% 71
2020
Q4 		$4.89M Buy
70,599
+12,750
+22% +$747K 0.37% 67
2020
Q3 		$2.87M Buy
57,849
+3,825
+7% +$185K 0.26% 79
2020
Q2 		$2.75M Buy
54,024
+4,675
+9% +$238K 0.28% 70
2020
Q1 		$2.05M Sell
49,349
-425
-0.9% -$19.3K 0.27% 69
2019
Q4 		$2.24M Sell
49,774
-1,700
-3% -$70.3K 0.24% 75
2019
Q3 		$1.85M Sell
51,474
-850
-2% -$40.5K 0.22% 76
2019
Q2 		$2.53M Buy
52,324
+850
+2% +$36.1K 0.28% 67
2019
Q1 		$2.1M Sell
51,474
-12,360
-19% -$427K 0.24% 73
2018
Q4 		$1.59M Buy
+63,834
New +$1.59M 0.22% 71

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 $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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Motley Fool Asset Management's SMAR Position: Q1 2025 in Review

Motley Fool Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 66,089 shares — an estimated $3.7M sold.

Motley Fool Asset Management first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $5.74M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Motley Fool Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Motley Fool Asset Management sold 66,089 Smartsheet Inc. shares in Q1 2025, an estimated $3.7M.
  • Motley Fool Asset Management first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • Motley Fool Asset Management's Smartsheet Inc. position peaked at $5.74M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Motley Fool Asset Management's 13F filing for Q1 2025, filed 12 May 2025.