SC
SMAR

Sagefield Capital’s Smartsheet Inc. SMAR Stock Holding History

Sagefield Capital’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
-100,100
Closed -$5.61M – 134
2024
Q4 		$5.61M Buy
100,100
+32,800
+49% +$1.84M 0.61% 43
2024
Q3 		$3.73M Buy
+67,300
New +$3.26M 0.4% 54

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

Sagefield Capital's SMAR Position: Q1 2025 in Review

Sagefield Capital sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 100,100 shares — an estimated $5.61M sold.

Sagefield Capital first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $5.61M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Sagefield Capital reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Sagefield Capital sold 100,100 Smartsheet Inc. shares in Q1 2025, an estimated $5.61M.
  • Sagefield Capital first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • Sagefield Capital's Smartsheet Inc. position peaked at $5.61M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Sagefield Capital's 13F filing for Q1 2025, filed 15 May 2025.