SPA
SMAR

Sherbrooke Park Advisers’s Smartsheet Inc. SMAR Stock Holding History

Sherbrooke Park Advisers’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
-21,882
Closed -$1.23M – 988
2024
Q4 		$1.23M Sell
21,882
-21,919
-50% -$1.23M 0.39% 26
2024
Q3 		$2.42M Buy
43,801
+32,342
+282% +$1.57M 0.56% 2
2024
Q2 		$505K Sell
11,459
-64,023
-85% -$2.55M 0.09% 404
2024
Q1 		$2.91M Buy
75,482
+68,196
+936% +$2.98M 0.57% 5
2023
Q4 		$348K Buy
7,286
+2,293
+46% +$97.7K 0.16% 227
2023
Q3 		$202K Sell
4,993
-13,607
-73% -$558K 0.06% 398
2023
Q2 		$712K Buy
+18,600
New +$804K 0.37% 89

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

Sherbrooke Park Advisers's SMAR Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 21,882 shares — an estimated $1.23M sold.

Sherbrooke Park Advisers first reported a position in SMAR in Q2 2023 and held it in 7 quarters. The position peaked at $2.91M in Q1 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Sherbrooke Park Advisers reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 21,882 Smartsheet Inc. shares in Q1 2025, an estimated $1.23M.
  • Sherbrooke Park Advisers first reported a position in Smartsheet Inc. in Q2 2023 and held it in 7 quarters.
  • Sherbrooke Park Advisers's Smartsheet Inc. position peaked at $2.91M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.