VCM
SMAR

Versant Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Versant Capital 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
-961
Closed -$53.8K – 2651
2024
Q4 		$53.8K Buy
961
+21
+2% +$1.18K 0.01% 558
2024
Q3 		$52K Buy
940
+227
+32% +$11K 0.01% 436
2024
Q2 		$31.4K Buy
+713
New +$28.4K 0.01% 555
2024
Q1 		– Sell
-46
Closed -$2.2K – 1964
2023
Q4 		$2.2K Hold
46
– – ﹤0.01% 1258
2023
Q3 		$1.86K Buy
46
+1
+2% +$41 ﹤0.01% 1335
2023
Q2 		$1.72K Buy
+45
New +$1.95K ﹤0.01% 1426

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

Versant Capital Management's SMAR Position: Q1 2025 in Review

Versant Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 961 shares — an estimated $53.8K sold.

Versant Capital Management first reported a position in SMAR in Q2 2023 and held it in 6 quarters. The position peaked at $53.8K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Versant Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Versant Capital Management sold 961 Smartsheet Inc. shares in Q1 2025, an estimated $53.8K.
  • Versant Capital Management first reported a position in Smartsheet Inc. in Q2 2023 and held it in 6 quarters.
  • Versant Capital Management's Smartsheet Inc. position peaked at $53.8K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Versant Capital Management's 13F filing for Q1 2025, filed 3 Apr 2025.