VI
SMAR

Versor Investments’s Smartsheet Inc. SMAR Stock Holding History

Versor Investments’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
-109,272
Closed -$6.12M – 991
2024
Q4 		$6.12M Buy
109,272
+1,741
+2% +$97.4K 1.06% 9
2024
Q3 		$5.95M Buy
+107,531
New +$5.21M 0.94% 6
2024
Q1 		– Sell
-4,810
Closed -$230K – 922
2023
Q4 		$230K Buy
+4,810
New +$205K 0.05% 613
2022
Q3 		– Sell
-8,594
Closed -$270K – 976
2022
Q2 		$270K Buy
8,594
+1,083
+14% +$44.9K 0.01% 668
2022
Q1 		$411K Buy
7,511
+4,239
+130% +$242K 0.02% 385
2021
Q4 		$253K Buy
+3,272
New +$229K 0.01% 451

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

Versor Investments's SMAR Position: Q1 2025 in Review

Versor Investments sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 109,272 shares — an estimated $6.12M sold.

Versor Investments first reported a position in SMAR in Q4 2021 and held it in 6 quarters. The position peaked at $6.12M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Versor Investments reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Versor Investments sold 109,272 Smartsheet Inc. shares in Q1 2025, an estimated $6.12M.
  • Versor Investments first reported a position in Smartsheet Inc. in Q4 2021 and held it in 6 quarters.
  • Versor Investments's Smartsheet Inc. position peaked at $6.12M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Versor Investments's 13F filing for Q1 2025, filed 13 May 2025.