Rockefeller Capital Management
SMAR

Rockefeller Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Rockefeller Capital 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
-51,892
Closed -$2.91M – 1757
2024
Q4 		$2.91M Sell
51,892
-254,892
-83% -$14.3M 0.01% 880
2024
Q3 		$17M Buy
306,784
+215,315
+235% +$10.4M 0.05% 395
2024
Q2 		$4.03M Buy
91,469
+61,688
+207% +$2.46M 0.01% 755
2024
Q1 		$1.15M Buy
+29,781
New +$1.3M ﹤0.01% 1214
2023
Q2 		– Sell
-5,513
Closed -$263K – 2055
2023
Q1 		$263K Buy
5,513
+3,125
+131% +$136K ﹤0.01% 1661
2022
Q4 		$93K Sell
2,388
-372
-13% -$12.7K ﹤0.01% 2071
2022
Q3 		$94K Buy
2,760
+2,228
+419% +$75.5K ﹤0.01% 2028
2022
Q2 		$16K Buy
532
+77
+17% +$3.19K ﹤0.01% 2878
2022
Q1 		$24K Sell
455
-1,205
-73% -$68.8K ﹤0.01% 2647
2021
Q4 		$128K Buy
1,660
+1,114
+204% +$77.8K ﹤0.01% 1829
2021
Q3 		$37K Sell
546
-122
-18% -$8.97K ﹤0.01% 2290
2021
Q2 		$47K Buy
668
+22
+3% +$1.37K ﹤0.01% 2108
2021
Q1 		$41K Buy
646
+106
+20% +$7.42K ﹤0.01% 1973
2020
Q4 		$37K Buy
540
+515
+2,060% +$30.2K ﹤0.01% 1781
2020
Q3 		$1K Sell
25
-14
-36% -$676 ﹤0.01% 2546
2020
Q2 		$2K Buy
+39
New +$1.99K ﹤0.01% 2381

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

Rockefeller Capital Management's SMAR Position: Q1 2025 in Review

Rockefeller Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 51,892 shares — an estimated $2.91M sold.

Rockefeller Capital Management first reported a position in SMAR in Q2 2020 and held it in 16 quarters. The position peaked at $17M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Rockefeller Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 51,892 Smartsheet Inc. shares in Q1 2025, an estimated $2.91M.
  • Rockefeller Capital Management first reported a position in Smartsheet Inc. in Q2 2020 and held it in 16 quarters.
  • Rockefeller Capital Management's Smartsheet Inc. position peaked at $17M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Rockefeller Capital Management's 13F filing for Q1 2025, filed 14 May 2025.