VIA
SMAR

Virtus Investment Advisers’s Smartsheet Inc. SMAR Stock Holding History

Virtus Investment Advisers’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
-3,000
Closed -$168K – 710
2024
Q4 		$168K Sell
3,000
-5,694
-65% -$319K 0.13% 212
2024
Q3 		$481K Buy
8,694
+3,000
+53% +$145K 0.38% 83
2024
Q2 		$251K Hold
5,694
– – 0.21% 150
2024
Q1 		$219K Hold
5,694
– – 0.16% 181
2023
Q4 		$272K Hold
5,694
– – 0.2% 142
2023
Q3 		$230K Hold
5,694
– – 0.16% 156
2023
Q2 		$218K Hold
5,694
– – 0.15% 180
2023
Q1 		$272K Buy
5,694
+885
+18% +$38.5K 0.19% 147
2022
Q4 		$189K Buy
4,809
+1,172
+32% +$39.9K 0.13% 202
2022
Q3 		$125K Buy
+3,637
New +$123K 0.06% 264

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 $59.2B AUM 26.02% 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 $8.31B AUM 21.94% 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

Virtus Investment Advisers's SMAR Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 3,000 shares — an estimated $168K sold.

Virtus Investment Advisers first reported a position in SMAR in Q3 2022 and held it in 10 quarters. The position peaked at $481K in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 3,000 Smartsheet Inc. shares in Q1 2025, an estimated $168K.
  • Virtus Investment Advisers first reported a position in Smartsheet Inc. in Q3 2022 and held it in 10 quarters.
  • Virtus Investment Advisers's Smartsheet Inc. position peaked at $481K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.