William Blair & Company
SMAR

William Blair & Company’s Smartsheet Inc. SMAR Stock Holding History

William Blair & Company’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
-62,902
Closed -$3.52M – 1894
2024
Q4 		$3.52M Sell
62,902
-9,905
-14% -$554K 0.01% 581
2024
Q3 		$4.03M Sell
72,807
-174,838
-71% -$8.48M 0.01% 546
2024
Q2 		$10.9M Sell
247,645
-73,060
-23% -$2.91M 0.03% 312
2024
Q1 		$12.3M Sell
320,705
-2,882
-0.9% -$126K 0.04% 297
2023
Q4 		$15.5M Sell
323,587
-18,881
-6% -$805K 0.05% 244
2023
Q3 		$13.9M Sell
342,468
-4,399
-1% -$181K 0.05% 252
2023
Q2 		$13.3M Sell
346,867
-11,945
-3% -$517K 0.05% 273
2023
Q1 		$17.2M Buy
358,812
+19,193
+6% +$835K 0.07% 227
2022
Q4 		$13.4M Sell
339,619
-9,723
-3% -$331K 0.06% 258
2022
Q3 		$12M Sell
349,342
-18,604
-5% -$630K 0.06% 265
2022
Q2 		$11.6M Sell
367,946
-44,831
-11% -$1.86M 0.05% 276
2022
Q1 		$22.6M Sell
412,777
-1,846
-0.4% -$105K 0.08% 206
2021
Q4 		$32.1M Buy
414,623
+4,109
+1% +$287K 0.1% 183
2021
Q3 		$28.3M Buy
410,514
+5,352
+1% +$393K 0.1% 186
2021
Q2 		$29.3M Buy
405,162
+39,090
+11% +$2.44M 0.1% 179
2021
Q1 		$23.4M Buy
366,072
+14,152
+4% +$990K 0.09% 205
2020
Q4 		$24.4M Sell
351,920
-1,252
-0.4% -$73.4K 0.09% 190
2020
Q3 		$17.5M Sell
353,172
-8,892
-2% -$429K 0.07% 204
2020
Q2 		$18.4M Buy
362,064
+8,995
+3% +$458K 0.09% 191
2020
Q1 		$14.7M Buy
353,069
+36,571
+12% +$1.66M 0.09% 181
2019
Q4 		$14.2M Sell
316,498
-27,237
-8% -$1.13M 0.07% 226
2019
Q3 		$12.4M Sell
343,735
-579,119
-63% -$27.6M 0.07% 235
2019
Q2 		$44.7M Buy
922,854
+332,064
+56% +$14.1M 0.26% 95
2019
Q1 		$24.1M Buy
590,790
+537,885
+1,017% +$18.6M 0.15% 145
2018
Q4 		$1.31M Sell
52,905
-2,853
-5% -$70.9K 0.01% 621
2018
Q3 		$1.74M Sell
55,758
-24,667
-31% -$657K 0.01% 588
2018
Q2 		$2.09M Buy
+80,425
New +$1.91M 0.01% 547

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

William Blair & Company's SMAR Position: Q1 2025 in Review

William Blair & Company sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 62,902 shares — an estimated $3.52M sold.

William Blair & Company first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $44.7M in Q2 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • William Blair & Company reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • William Blair & Company sold 62,902 Smartsheet Inc. shares in Q1 2025, an estimated $3.52M.
  • William Blair & Company first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • William Blair & Company's Smartsheet Inc. position peaked at $44.7M in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on William Blair & Company's 13F filing for Q1 2025, filed 9 May 2025.