RIP
SMAR

RAM Investment Partners’s Smartsheet Inc. SMAR Stock Holding History

RAM Investment Partners’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
-25,414
Closed -$1.42M – 93
2024
Q4 		$1.42M Buy
25,414
+4,960
+24% +$278K 0.35% 25
2024
Q3 		$1.13M Sell
20,454
-12,115
-37% -$587K 0.29% 28
2024
Q2 		$1.44M Buy
32,569
+15,026
+86% +$599K 0.42% 21
2024
Q1 		$675K Buy
17,543
+5,166
+42% +$225K 0.21% 30
2023
Q4 		$592K Buy
12,377
+6,836
+123% +$291K 0.21% 32
2023
Q3 		$224K Sell
5,541
-100
-2% -$4.1K 0.09% 44
2023
Q2 		$216K Buy
5,641
+6
+0.1% +$259 0.09% 46
2023
Q1 		$269K Sell
5,635
-5,500
-49% -$239K 0.15% 39
2022
Q4 		$438K Buy
+11,135
New +$379K 0.27% 29

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 $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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

RAM Investment Partners's SMAR Position: Q1 2025 in Review

RAM Investment Partners sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 25,414 shares — an estimated $1.42M sold.

RAM Investment Partners first reported a position in SMAR in Q4 2022 and held it in 9 quarters. The position peaked at $1.44M in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • RAM Investment Partners reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • RAM Investment Partners sold 25,414 Smartsheet Inc. shares in Q1 2025, an estimated $1.42M.
  • RAM Investment Partners first reported a position in Smartsheet Inc. in Q4 2022 and held it in 9 quarters.
  • RAM Investment Partners's Smartsheet Inc. position peaked at $1.44M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on RAM Investment Partners's 13F filing for Q1 2025, filed 23 Apr 2025.