X
SMAR

Xponance’s Smartsheet Inc. SMAR Stock Holding History

Xponance’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
-18,032
Closed -$1.01M – 1492
2024
Q4 		$1.01M Buy
18,032
+879
+5% +$49.2K 0.01% 718
2024
Q3 		$950K Buy
17,153
+188
+1% +$9.11K 0.01% 718
2024
Q2 		$748K Sell
16,965
-103
-0.6% -$4.11K 0.01% 776
2024
Q1 		$657K Sell
17,068
-392
-2% -$17.1K 0.01% 866
2023
Q4 		$835K Sell
17,460
-622
-3% -$26.5K 0.01% 739
2023
Q3 		$732K Buy
18,082
+684
+4% +$28.1K 0.01% 755
2023
Q2 		$666K Buy
17,398
+325
+2% +$14.1K 0.01% 798
2023
Q1 		$816K Buy
17,073
+23
+0.1% +$1K 0.01% 727
2022
Q4 		$671K Buy
17,050
+2,248
+15% +$76.6K 0.01% 787
2022
Q3 		$509K Buy
14,802
+186
+1% +$6.3K 0.01% 839
2022
Q2 		$459K Buy
14,616
+646
+5% +$26.8K 0.01% 886
2022
Q1 		$765K Buy
13,970
+327
+2% +$18.7K 0.01% 702
2021
Q4 		$1.06M Buy
13,643
+214
+2% +$14.9K 0.02% 585
2021
Q3 		$924K Sell
13,429
-305
-2% -$22.4K 0.02% 595
2021
Q2 		$993K Buy
13,734
+2,022
+17% +$126K 0.02% 596
2021
Q1 		$749K Buy
11,712
+225
+2% +$15.7K 0.02% 598
2020
Q4 		$796K Sell
11,487
-84
-0.7% -$4.92K 0.02% 537
2020
Q3 		$572K Buy
11,571
+4
+0% +$193 0.01% 588
2020
Q2 		$589K Buy
+11,567
New +$589K 0.02% 526

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

Xponance's SMAR Position: Q1 2025 in Review

Xponance sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 18,032 shares — an estimated $1.01M sold.

Xponance first reported a position in SMAR in Q2 2020 and held it in 19 quarters. The position peaked at $1.06M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Xponance reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Xponance sold 18,032 Smartsheet Inc. shares in Q1 2025, an estimated $1.01M.
  • Xponance first reported a position in Smartsheet Inc. in Q2 2020 and held it in 19 quarters.
  • Xponance's Smartsheet Inc. position peaked at $1.06M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Xponance's 13F filing for Q1 2025, filed 1 May 2025.