SAM
SMAR

Smartleaf Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Smartleaf Asset 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
-353
Closed -$19.8K – 3043
2024
Q4 		$19.8K Buy
353
+1
+0.3% +$56 ﹤0.01% 1641
2024
Q3 		$19.5K Buy
352
+208
+144% +$10.1K ﹤0.01% 1357
2024
Q2 		$6.27K Buy
144
+124
+620% +$4.94K ﹤0.01% 1683
2024
Q1 		$768 Sell
20
-13
-39% -$567 ﹤0.01% 1671
2023
Q4 		$1.59K Buy
+33
New +$1.41K ﹤0.01% 995

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

Smartleaf Asset Management's SMAR Position: Q1 2025 in Review

Smartleaf Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 353 shares — an estimated $19.8K sold.

Smartleaf Asset Management first reported a position in SMAR in Q4 2023 and held it in 5 quarters. The position peaked at $19.8K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Smartleaf Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 353 Smartsheet Inc. shares in Q1 2025, an estimated $19.8K.
  • Smartleaf Asset Management first reported a position in Smartsheet Inc. in Q4 2023 and held it in 5 quarters.
  • Smartleaf Asset Management's Smartsheet Inc. position peaked at $19.8K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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