Pallas Capital Advisors’s Smartsheet Inc. SMAR Stock Holding History

Pallas Capital Advisors’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	-27,050	Closed	-$1.52M	–	806
2024 Q4	$1.52M	Buy	27,050 +6,263	+30%	+$350K	0.06%	176
2024 Q3	$1.17M	Buy	20,787 +7,255	+54%	+$352K	0.05%	199
2024 Q2	$647K	Buy	+13,532	New	+$539K	0.03%	269

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

Pallas Capital Advisors's SMAR Position: Q1 2025 in Review

Pallas Capital Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 27,050 shares — an estimated $1.52M sold.

Pallas Capital Advisors first reported a position in SMAR in Q2 2024 and held it in 3 quarters. The position peaked at $1.52M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Pallas Capital Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Pallas Capital Advisors sold 27,050 Smartsheet Inc. shares in Q1 2025, an estimated $1.52M.
Pallas Capital Advisors first reported a position in Smartsheet Inc. in Q2 2024 and held it in 3 quarters.
Pallas Capital Advisors's Smartsheet Inc. position peaked at $1.52M in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Pallas Capital Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.