PAM
SMAR

Panagora Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Panagora 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
-34,122
Closed -$1.91M – 1225
2024
Q4 		$1.91M Sell
34,122
-168,591
-83% -$9.43M 0.01% 523
2024
Q3 		$11.2M Sell
202,713
-279,464
-58% -$13.5M 0.05% 229
2024
Q2 		$21.3M Buy
+482,177
New +$19.2M 0.11% 152
2024
Q1 		– Sell
-5,281
Closed -$253K – 1274
2023
Q4 		$253K Buy
+5,281
New +$225K ﹤0.01% 1129
2021
Q3 		– Sell
-1,769
Closed -$128K – 2438
2021
Q2 		$128K Hold
1,769
– – ﹤0.01% 1803
2021
Q1 		$113K Buy
+1,769
New +$124K ﹤0.01% 1955
2019
Q4 		– Sell
-2,810
Closed -$101K – 2597
2019
Q3 		$101K Buy
+2,810
New +$134K ﹤0.01% 1833

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Panagora Asset Management's SMAR Position: Q1 2025 in Review

Panagora Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 34,122 shares — an estimated $1.91M sold.

Panagora Asset Management first reported a position in SMAR in Q3 2019 and held it in 7 quarters. The position peaked at $21.3M in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Panagora Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Panagora Asset Management sold 34,122 Smartsheet Inc. shares in Q1 2025, an estimated $1.91M.
  • Panagora Asset Management first reported a position in Smartsheet Inc. in Q3 2019 and held it in 7 quarters.
  • Panagora Asset Management's Smartsheet Inc. position peaked at $21.3M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Panagora Asset Management's 13F filing for Q1 2025, filed 15 May 2025.