Stifel Financial
SMAR

Stifel Financial’s Smartsheet Inc. SMAR Stock Holding History

Stifel Financial’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
-79,881
Closed -$4.48M – 3584
2024
Q4 		$4.48M Sell
79,881
-19,650
-20% -$1.1M ﹤0.01% 1270
2024
Q3 		$5.51M Sell
99,531
-4,700
-5% -$228K 0.01% 1154
2024
Q2 		$4.59M Sell
104,231
-36
-0% -$1.44K 0.01% 1192
2024
Q1 		$4.01M Buy
104,267
+97,907
+1,539% +$4.27M ﹤0.01% 1277
2023
Q4 		$304K Sell
6,360
-103
-2% -$4.39K ﹤0.01% 2836
2023
Q3 		$261K Buy
6,463
+202
+3% +$8.29K ﹤0.01% 2865
2023
Q2 		$240K Sell
6,261
-539
-8% -$23.3K ﹤0.01% 2949
2023
Q1 		$325K Buy
6,800
+753
+12% +$32.8K ﹤0.01% 2756
2022
Q4 		$238K Buy
+6,047
New +$206K ﹤0.01% 2892
2022
Q2 		– Sell
-4,127
Closed -$226K – 3483
2022
Q1 		$226K Sell
4,127
-1,998
-33% -$114K ﹤0.01% 3048
2021
Q4 		$474K Buy
6,125
+178
+3% +$12.4K ﹤0.01% 2620
2021
Q3 		$409K Buy
5,947
+2,692
+83% +$198K ﹤0.01% 2694
2021
Q2 		$235K Buy
+3,255
New +$203K ﹤0.01% 3050
2021
Q1 		– Sell
-5,435
Closed -$377K – 3300
2020
Q4 		$377K Sell
5,435
-2,223
-29% -$130K ﹤0.01% 2486
2020
Q3 		$378K Buy
7,658
+727
+10% +$35.1K ﹤0.01% 2259
2020
Q2 		$353K Sell
6,931
-7,680
-53% -$391K ﹤0.01% 2249
2020
Q1 		$607K Buy
+14,611
New +$663K ﹤0.01% 1742
2019
Q3 		– Sell
-37,174
Closed -$1.8M – 2995
2019
Q2 		$1.8M Buy
+37,174
New +$1.58M ﹤0.01% 1414

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

Stifel Financial's SMAR Position: Q1 2025 in Review

Stifel Financial sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 79,881 shares — an estimated $4.48M sold.

Stifel Financial first reported a position in SMAR in Q2 2019 and held it in 18 quarters. The position peaked at $5.51M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Stifel Financial reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Stifel Financial sold 79,881 Smartsheet Inc. shares in Q1 2025, an estimated $4.48M.
  • Stifel Financial first reported a position in Smartsheet Inc. in Q2 2019 and held it in 18 quarters.
  • Stifel Financial's Smartsheet Inc. position peaked at $5.51M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.