PA
SMAR

Profund Advisors’s Smartsheet Inc. SMAR Stock Holding History

Profund 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
-5,818
Closed -$326K – 1124
2024
Q4 		$326K Buy
5,818
+185
+3% +$10.4K 0.01% 721
2024
Q3 		$312K Sell
5,633
-1,343
-19% -$65.1K 0.01% 777
2024
Q2 		$308K Sell
6,976
-14,486
-67% -$577K 0.01% 713
2024
Q1 		$826K Buy
21,462
+2,712
+14% +$118K 0.03% 404
2023
Q4 		$897K Sell
18,750
-1,376
-7% -$58.6K 0.04% 348
2023
Q3 		$814K Buy
20,126
+2,262
+13% +$92.8K 0.05% 333
2023
Q2 		$683K Buy
17,864
+1,131
+7% +$48.9K 0.04% 415
2023
Q1 		$800K Sell
16,733
-2,455
-13% -$107K 0.05% 363
2022
Q4 		$755K Sell
19,188
-2,440
-11% -$83.1K 0.05% 319
2022
Q3 		$743K Buy
+21,628
New +$733K 0.05% 292
2021
Q2 		– Sell
-30,683
Closed -$1.96M – 1438
2021
Q1 		$1.96M Sell
30,683
-2,645
-8% -$185K 0.08% 205
2020
Q4 		$2.31M Sell
33,328
-4,712
-12% -$276K 0.1% 177
2020
Q3 		$1.88M Sell
38,040
-4,032
-10% -$195K 0.1% 182
2020
Q2 		$2.14M Buy
42,072
+10,364
+33% +$528K 0.12% 152
2020
Q1 		$1.32M Sell
31,708
-11,013
-26% -$500K 0.1% 180
2019
Q4 		$1.92M Sell
42,721
-7,582
-15% -$314K 0.08% 220
2019
Q3 		$1.81M Buy
+50,303
New +$2.4M 0.09% 205

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 $426M AUM 23.62% 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

Profund Advisors's SMAR Position: Q1 2025 in Review

Profund Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 5,818 shares — an estimated $326K sold.

Profund Advisors first reported a position in SMAR in Q3 2019 and held it in 17 quarters. The position peaked at $2.31M in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Profund Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Profund Advisors sold 5,818 Smartsheet Inc. shares in Q1 2025, an estimated $326K.
  • Profund Advisors first reported a position in Smartsheet Inc. in Q3 2019 and held it in 17 quarters.
  • Profund Advisors's Smartsheet Inc. position peaked at $2.31M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Profund Advisors's 13F filing for Q1 2025, filed 8 May 2025.