LC
SMAR

Lindbrook Capital’s Smartsheet Inc. SMAR Stock Holding History

Lindbrook Capital’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
-371
Closed -$20.8K – 2969
2024
Q4 		$20.8K Buy
371
+8
+2% +$448 ﹤0.01% 1271
2024
Q3 		$20.1K Sell
363
-2
-0.5% -$97 ﹤0.01% 1297
2024
Q2 		$16.1K Buy
365
+3
+0.8% +$120 ﹤0.01% 1370
2024
Q1 		$13.9K Buy
362
+89
+33% +$3.88K ﹤0.01% 1388
2023
Q4 		$13.1K Sell
273
-91
-25% -$3.88K ﹤0.01% 1397
2023
Q3 		$14.7K Buy
364
+36
+11% +$1.48K ﹤0.01% 1212
2023
Q2 		$12.5K Hold
328
– – ﹤0.01% 1332
2023
Q1 		$15.7K Sell
328
-57
-15% -$2.48K ﹤0.01% 1192
2022
Q4 		$15.2K Sell
385
-104
-21% -$3.54K ﹤0.01% 1216
2022
Q3 		$17K Buy
489
+59
+14% +$2K ﹤0.01% 1087
2022
Q2 		$14K Buy
430
+155
+56% +$6.42K ﹤0.01% 1139
2022
Q1 		$15K Sell
275
-48
-15% -$2.74K ﹤0.01% 1139
2021
Q4 		$25K Buy
323
+313
+3,130% +$21.9K ﹤0.01% 951
2021
Q3 		$1K Hold
10
– – ﹤0.01% 1812
2021
Q2 		$1K Sell
10
-25
-71% -$1.56K ﹤0.01% 1862
2021
Q1 		$2K Buy
+35
New +$2.45K ﹤0.01% 1632

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

Lindbrook Capital's SMAR Position: Q1 2025 in Review

Lindbrook Capital sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 371 shares — an estimated $20.8K sold.

Lindbrook Capital first reported a position in SMAR in Q1 2021 and held it in 16 quarters. The position peaked at $25K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Lindbrook Capital reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 371 Smartsheet Inc. shares in Q1 2025, an estimated $20.8K.
  • Lindbrook Capital first reported a position in Smartsheet Inc. in Q1 2021 and held it in 16 quarters.
  • Lindbrook Capital's Smartsheet Inc. position peaked at $25K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.