QCG
SMAR

Quadrant Capital Group’s Smartsheet Inc. SMAR Stock Holding History

Quadrant Capital 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
-154
Closed -$8.63K – 2868
2024
Q4 		$8.63K Buy
154
+12
+8% +$671 ﹤0.01% 2164
2024
Q3 		$7.86K Hold
142
– – ﹤0.01% 2208
2024
Q2 		$6.26K Buy
142
+4
+3% +$159 ﹤0.01% 2243
2024
Q1 		$5.31K Sell
138
-16
-10% -$698 ﹤0.01% 2295
2023
Q4 		$7.37K Buy
154
+69
+81% +$2.94K ﹤0.01% 2172
2023
Q3 		$3.44K Hold
85
– – ﹤0.01% 2266
2023
Q2 		$3.25K Hold
85
– – ﹤0.01% 2305
2023
Q1 		$4.06K Hold
85
– – ﹤0.01% 2275
2022
Q4 		$3.35K Sell
85
-55
-39% -$1.87K ﹤0.01% 2299
2022
Q3 		$5K Sell
140
-249
-64% -$8.44K ﹤0.01% 2166
2022
Q2 		$12K Buy
389
+299
+332% +$12.4K ﹤0.01% 1582
2022
Q1 		$5K Sell
90
-394
-81% -$22.5K ﹤0.01% 1945
2021
Q4 		$37K Buy
484
+222
+85% +$15.5K ﹤0.01% 1040
2021
Q3 		$18K Buy
262
+21
+9% +$1.54K ﹤0.01% 1310
2021
Q2 		$17K Buy
241
+127
+111% +$7.93K ﹤0.01% 1309
2021
Q1 		$7K Buy
114
+9
+9% +$630 ﹤0.01% 1680
2020
Q4 		$7K Buy
105
+41
+64% +$2.4K ﹤0.01% 1598
2020
Q3 		$3K Buy
64
+3
+5% +$145 ﹤0.01% 1764
2020
Q2 		$3K Hold
61
– – ﹤0.01% 1855
2020
Q1 		$2K Buy
+61
New +$2.77K ﹤0.01% 1913

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

Quadrant Capital Group's SMAR Position: Q1 2025 in Review

Quadrant Capital Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 154 shares — an estimated $8.63K sold.

Quadrant Capital Group first reported a position in SMAR in Q1 2020 and held it in 20 quarters. The position peaked at $37K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Quadrant Capital Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Quadrant Capital Group sold 154 Smartsheet Inc. shares in Q1 2025, an estimated $8.63K.
  • Quadrant Capital Group first reported a position in Smartsheet Inc. in Q1 2020 and held it in 20 quarters.
  • Quadrant Capital Group's Smartsheet Inc. position peaked at $37K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Quadrant Capital Group's 13F filing for Q1 2025, filed 13 May 2025.