Russell Investments Group
SMAR

Russell Investments Group’s Smartsheet Inc. SMAR Stock Holding History

Russell Investments 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
-5,445
Closed -$305K – 3918
2024
Q4 		$305K Sell
5,445
-125,296
-96% -$7.01M ﹤0.01% 2427
2024
Q3 		$7.24M Sell
130,741
-158,168
-55% -$7.67M 0.01% 998
2024
Q2 		$12.7M Buy
288,909
+80,600
+39% +$3.21M 0.02% 700
2024
Q1 		$8.02M Sell
208,309
-6,749
-3% -$294K 0.01% 931
2023
Q4 		$10.3M Buy
215,058
+5,057
+2% +$216K 0.02% 777
2023
Q3 		$8.5M Buy
210,001
+30,804
+17% +$1.26M 0.02% 834
2023
Q2 		$6.86M Sell
179,197
-29,738
-14% -$1.29M 0.01% 947
2023
Q1 		$9.98M Buy
208,935
+104,848
+101% +$4.56M 0.02% 771
2022
Q4 		$4.1M Buy
104,087
+18,490
+22% +$630K 0.01% 1207
2022
Q3 		$2.94M Buy
85,597
+47,147
+123% +$1.6M 0.01% 1338
2022
Q2 		$1.21M Buy
38,450
+9,298
+32% +$385K ﹤0.01% 1859
2022
Q1 		$1.59M Buy
29,152
+9,770
+50% +$558K ﹤0.01% 1741
2021
Q4 		$1.5M Sell
19,382
-55,062
-74% -$3.85M ﹤0.01% 1944
2021
Q3 		$5.12M Buy
74,444
+63,966
+610% +$4.7M 0.01% 1241
2021
Q2 		$756K Sell
10,478
-11,776
-53% -$735K ﹤0.01% 2437
2021
Q1 		$1.42M Buy
22,254
+1,501
+7% +$105K ﹤0.01% 2078
2020
Q4 		$1.44M Buy
20,753
+13,940
+205% +$817K ﹤0.01% 1932
2020
Q3 		$336K Buy
6,813
+3,564
+110% +$172K ﹤0.01% 2567
2020
Q2 		$164K Buy
+3,249
New +$165K ﹤0.01% 2769
2019
Q3 		– Sell
-57,470
Closed -$2.78M – 3106
2019
Q2 		$2.78M Sell
57,470
-3,077
-5% -$131K 0.01% 1520
2019
Q1 		$2.47M Buy
+60,547
New +$2.09M ﹤0.01% 1605
2018
Q3 		– Sell
-10,600
Closed -$275K – 3027
2018
Q2 		$275K Buy
+10,600
New +$252K ﹤0.01% 2570

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

Russell Investments Group's SMAR Position: Q1 2025 in Review

Russell Investments Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 5,445 shares — an estimated $305K sold.

Russell Investments Group first reported a position in SMAR in Q2 2018 and held it in 22 quarters. The position peaked at $12.7M in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Russell Investments Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Russell Investments Group sold 5,445 Smartsheet Inc. shares in Q1 2025, an estimated $305K.
  • Russell Investments Group first reported a position in Smartsheet Inc. in Q2 2018 and held it in 22 quarters.
  • Russell Investments Group's Smartsheet Inc. position peaked at $12.7M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Russell Investments Group's 13F filing for Q1 2025, filed 13 May 2025.