Neuberger Berman Group
SMAR

Neuberger Berman Group’s Smartsheet Inc. SMAR Stock Holding History

Neuberger Berman Group’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
-446,661
Closed -$25M – 2085
2024
Q4 		$25M Sell
446,661
-301,672
-40% -$16.9M 0.02% 605
2024
Q3 		$41.4M Buy
748,333
+668,862
+842% +$32.4M 0.03% 481
2024
Q2 		$3.5M Buy
79,471
+5,509
+7% +$220K ﹤0.01% 986
2024
Q1 		$2.85M Sell
73,962
-4,965
-6% -$217K ﹤0.01% 1044
2023
Q4 		$3.77M Sell
78,927
-23,789
-23% -$1.01M ﹤0.01% 974
2023
Q3 		$4.16M Sell
102,716
-15,785
-13% -$648K ﹤0.01% 924
2023
Q2 		$4.53M Sell
118,501
-8,184
-6% -$354K ﹤0.01% 908
2023
Q1 		$6.06M Buy
126,685
+100,891
+391% +$4.39M 0.01% 841
2022
Q4 		$1.02M Sell
25,794
-9,213
-26% -$314K ﹤0.01% 1240
2022
Q3 		$1.2M Sell
35,007
-85,252
-71% -$2.89M ﹤0.01% 1206
2022
Q2 		$3.77M Sell
120,259
-77,712
-39% -$3.22M ﹤0.01% 971
2022
Q1 		$10.8M Sell
197,971
-117,118
-37% -$6.69M 0.01% 796
2021
Q4 		$23.9M Sell
315,089
-50,188
-14% -$3.51M 0.02% 644
2021
Q3 		$25M Sell
365,277
-35,902
-9% -$2.64M 0.02% 624
2021
Q2 		$29M Buy
401,179
+90,840
+29% +$5.67M 0.03% 606
2021
Q1 		$19.7M Buy
310,339
+90,787
+41% +$6.35M 0.02% 691
2020
Q4 		$15.2M Buy
219,552
+162,645
+286% +$9.53M 0.02% 709
2020
Q3 		$2.8M Sell
56,907
-45,330
-44% -$2.19M ﹤0.01% 995
2020
Q2 		$5.2M Buy
102,237
+37,084
+57% +$1.89M 0.01% 821
2020
Q1 		$2.7M Sell
65,153
-4,585
-7% -$208K ﹤0.01% 880
2019
Q4 		$3.13M Sell
69,738
-21,730
-24% -$899K ﹤0.01% 937
2019
Q3 		$3.3M Buy
91,468
+7,148
+8% +$340K ﹤0.01% 915
2019
Q2 		$4.08M Buy
84,320
+72,133
+592% +$3.06M ﹤0.01% 894
2019
Q1 		$497K Buy
+12,187
New +$421K ﹤0.01% 1257
2018
Q4 		– Sell
-7,864
Closed -$246K – 1672
2018
Q3 		$246K Buy
+7,864
New +$210K ﹤0.01% 1497

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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Neuberger Berman Group's SMAR Position: Q1 2025 in Review

Neuberger Berman Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 446,661 shares — an estimated $25M sold.

Neuberger Berman Group first reported a position in SMAR in Q3 2018 and held it in 25 quarters. The position peaked at $41.4M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Neuberger Berman Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Neuberger Berman Group sold 446,661 Smartsheet Inc. shares in Q1 2025, an estimated $25M.
  • Neuberger Berman Group first reported a position in Smartsheet Inc. in Q3 2018 and held it in 25 quarters.
  • Neuberger Berman Group's Smartsheet Inc. position peaked at $41.4M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Neuberger Berman Group's 13F filing for Q1 2025, filed 13 May 2025.