TRCT
SMAR

Tower Research Capital (TRC)’s Smartsheet Inc. SMAR Stock Holding History

Tower Research Capital (TRC)’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
-4,809
Closed -$269K – 6030
2024
Q4 		$269K Sell
4,809
-1,104
-19% -$61.8K 0.01% 1498
2024
Q3 		$327K Buy
5,913
+428
+8% +$20.7K 0.01% 1180
2024
Q2 		$242K Buy
5,485
+3,045
+125% +$121K ﹤0.01% 1926
2024
Q1 		$93.9K Sell
2,440
-23
-0.9% -$1K ﹤0.01% 1862
2023
Q4 		$118K Sell
2,463
-1,139
-32% -$48.5K ﹤0.01% 2523
2023
Q3 		$146K Buy
3,602
+477
+15% +$19.6K ﹤0.01% 1683
2023
Q2 		$120K Sell
3,125
-17,047
-85% -$737K ﹤0.01% 1920
2023
Q1 		$964K Buy
20,172
+2,860
+17% +$124K 0.03% 459
2022
Q4 		$681K Buy
17,312
+11,908
+220% +$406K 0.03% 541
2022
Q3 		$185K Buy
5,404
+5,063
+1,485% +$172K ﹤0.01% 2016
2022
Q2 		$10K Sell
341
-7,876
-96% -$326K ﹤0.01% 4500
2022
Q1 		$450K Buy
8,217
+1,513
+23% +$86.4K ﹤0.01% 1206
2021
Q4 		$519K Buy
6,704
+2,814
+72% +$197K 0.01% 1092
2021
Q3 		$267K Buy
3,890
+3,632
+1,408% +$267K 0.01% 1528
2021
Q2 		$19K Sell
258
-990
-79% -$61.8K ﹤0.01% 3957
2021
Q1 		$80K Sell
1,248
-3,680
-75% -$257K ﹤0.01% 2762
2020
Q4 		$341K Buy
4,928
+3,804
+338% +$223K 0.01% 1302
2020
Q3 		$56K Sell
1,124
-3,103
-73% -$150K ﹤0.01% 3493
2020
Q2 		$216K Buy
4,227
+4,077
+2,718% +$208K 0.01% 1722
2020
Q1 		$6K Sell
150
-2,216
-94% -$101K ﹤0.01% 2261
2019
Q4 		$106K Sell
2,366
-7,764
-77% -$321K 0.01% 905
2019
Q3 		$365K Buy
+10,130
New +$483K 0.03% 708
2019
Q2 		– Sell
-3,045
Closed -$125K – 4426
2019
Q1 		$125K Buy
+3,045
New +$105K 0.01% 1337
2018
Q3 		– Sell
-1,561
Closed -$41K – 4335
2018
Q2 		$41K Buy
+1,561
New +$37.1K ﹤0.01% 1954

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

Tower Research Capital (TRC)'s SMAR Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,809 shares — an estimated $269K sold.

Tower Research Capital (TRC) first reported a position in SMAR in Q2 2018 and held it in 24 quarters. The position peaked at $964K in Q1 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Tower Research Capital (TRC) reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 4,809 Smartsheet Inc. shares in Q1 2025, an estimated $269K.
  • Tower Research Capital (TRC) first reported a position in Smartsheet Inc. in Q2 2018 and held it in 24 quarters.
  • Tower Research Capital (TRC)'s Smartsheet Inc. position peaked at $964K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.