IEQ Capital’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-238,958
Closed -$13.4M 1765
2024
Q4
$13.4M Buy
238,958
+226,923
+1,886% +$12.7M 0.13% 102
2024
Q3
$666K Buy
+12,035
New +$666K 0.01% 659