SC
SMAR

Savant Capital’s Smartsheet Inc. SMAR Stock Holding History

Savant 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
-72,218
Closed -$4.05M – 1478
2024
Q4 		$4.05M Buy
72,218
+25,833
+56% +$1.45M 0.03% 271
2024
Q3 		$2.57M Buy
46,385
+7,241
+18% +$351K 0.02% 354
2024
Q2 		$1.73M Buy
39,144
+27,063
+224% +$1.08M 0.02% 420
2024
Q1 		$465K Buy
+12,081
New +$527K 0.01% 756

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

Savant Capital's SMAR Position: Q1 2025 in Review

Savant Capital sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 72,218 shares — an estimated $4.05M sold.

Savant Capital first reported a position in SMAR in Q1 2024 and held it in 4 quarters. The position peaked at $4.05M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Savant Capital reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 72,218 Smartsheet Inc. shares in Q1 2025, an estimated $4.05M.
  • Savant Capital first reported a position in Smartsheet Inc. in Q1 2024 and held it in 4 quarters.
  • Savant Capital's Smartsheet Inc. position peaked at $4.05M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.