WCM
SMAR

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

Washington 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
-11,575
Closed -$649K – 124
2024
Q4 		$649K Sell
11,575
-2,400
-17% -$134K 0.51% 51
2024
Q3 		$774K Sell
13,975
-5,800
-29% -$281K 0.6% 44
2024
Q2 		$872K Buy
19,775
+400
+2% +$15.9K 0.74% 33
2024
Q1 		$746K Buy
19,375
+6,275
+48% +$274K 0.6% 42
2023
Q4 		$626K Buy
13,100
+2,200
+20% +$93.8K 0.54% 54
2023
Q3 		$441K Buy
10,900
+2,200
+25% +$90.3K 0.41% 81
2023
Q2 		$333K Buy
+8,700
New +$376K 0.28% 95

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

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

Washington Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 11,575 shares — an estimated $649K sold.

Washington Capital Management first reported a position in SMAR in Q2 2023 and held it in 7 quarters. The position peaked at $872K in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Washington Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Washington Capital Management sold 11,575 Smartsheet Inc. shares in Q1 2025, an estimated $649K.
  • Washington Capital Management first reported a position in Smartsheet Inc. in Q2 2023 and held it in 7 quarters.
  • Washington Capital Management's Smartsheet Inc. position peaked at $872K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Washington Capital Management's 13F filing for Q1 2025, filed 14 Apr 2025.