LOAMU
SMAR

Lombard Odier Asset Management (USA)’s Smartsheet Inc. SMAR Stock Holding History

Lombard Odier Asset Management (USA)’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
-3,808
Closed -$213K – 354
2024
Q4 		$213K Buy
+3,808
New +$213K 0.02% 268
2024
Q2 		– Sell
-11,205
Closed -$431K – 435
2024
Q1 		$431K Buy
11,205
+3,268
+41% +$143K 0.01% 264
2023
Q4 		$380K Buy
+7,937
New +$338K 0.01% 276
2023
Q3 		– Sell
-10,352
Closed -$396K – 454
2023
Q2 		$396K Buy
10,352
+3,932
+61% +$170K 0.01% 272
2023
Q1 		$307K Buy
+6,420
New +$279K 0.01% 248
2022
Q1 		– Sell
-2,768
Closed -$214K – 434
2021
Q4 		$214K Buy
+2,768
New +$193K 0.01% 303

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

Lombard Odier Asset Management (USA)'s SMAR Position: Q1 2025 in Review

Lombard Odier Asset Management (USA) sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 3,808 shares — an estimated $213K sold.

Lombard Odier Asset Management (USA) first reported a position in SMAR in Q4 2021 and held it in 6 quarters. The position peaked at $431K in Q1 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 3,808 Smartsheet Inc. shares in Q1 2025, an estimated $213K.
  • Lombard Odier Asset Management (USA) first reported a position in Smartsheet Inc. in Q4 2021 and held it in 6 quarters.
  • Lombard Odier Asset Management (USA)'s Smartsheet Inc. position peaked at $431K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2025, filed 15 May 2025.