LPL Financial
SMAR

LPL Financial’s Smartsheet Inc. SMAR Stock Holding History

LPL Financial’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
-4,844
Closed -$271K – 5571
2024
Q4 		$271K Sell
4,844
-27,444
-85% -$1.54M ﹤0.01% 4615
2024
Q3 		$1.79M Buy
32,288
+1,953
+6% +$94.7K ﹤0.01% 2836
2024
Q2 		$1.34M Buy
30,335
+14,167
+88% +$565K ﹤0.01% 2977
2024
Q1 		$622K Sell
16,168
-344
-2% -$15K ﹤0.01% 3592
2023
Q4 		$790K Sell
16,512
-2,399
-13% -$102K ﹤0.01% 3266
2023
Q3 		$765K Sell
18,911
-1,276
-6% -$52.4K ﹤0.01% 3131
2023
Q2 		$772K Buy
20,187
+774
+4% +$33.5K ﹤0.01% 3079
2023
Q1 		$928K Buy
19,413
+134
+0.7% +$5.83K ﹤0.01% 2814
2022
Q4 		$759K Buy
19,279
+2,413
+14% +$82.2K ﹤0.01% 2872
2022
Q3 		$580K Sell
16,866
-2,600
-13% -$88.1K ﹤0.01% 3019
2022
Q2 		$612K Buy
19,466
+2,504
+15% +$104K ﹤0.01% 3031
2022
Q1 		$929K Sell
16,962
-11,482
-40% -$656K ﹤0.01% 2677
2021
Q4 		$2.2M Buy
28,444
+3,458
+14% +$242K ﹤0.01% 2022
2021
Q3 		$1.72M Buy
24,986
+5,477
+28% +$403K ﹤0.01% 2164
2021
Q2 		$1.41M Buy
19,509
+1,326
+7% +$82.8K ﹤0.01% 2271
2021
Q1 		$1.16M Sell
18,183
-240,311
-93% -$16.8M ﹤0.01% 2268
2020
Q4 		$17.9M Buy
258,494
+245,161
+1,839% +$14.4M 0.02% 514
2020
Q3 		$659K Buy
13,333
+961
+8% +$46.4K ﹤0.01% 2244
2020
Q2 		$630K Buy
12,372
+2,567
+26% +$131K ﹤0.01% 2181
2020
Q1 		$407K Sell
9,805
-415
-4% -$18.8K ﹤0.01% 2235
2019
Q4 		$459K Sell
10,220
-1,563
-13% -$64.6K ﹤0.01% 2450
2019
Q3 		$425K Sell
11,783
-9,916
-46% -$472K ﹤0.01% 2388
2019
Q2 		$1.05M Buy
+21,699
New +$922K ﹤0.01% 1693

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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's SMAR Position: Q1 2025 in Review

LPL Financial sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,844 shares — an estimated $271K sold.

LPL Financial first reported a position in SMAR in Q2 2019 and held it in 23 quarters. The position peaked at $17.9M in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • LPL Financial reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 4,844 Smartsheet Inc. shares in Q1 2025, an estimated $271K.
  • LPL Financial first reported a position in Smartsheet Inc. in Q2 2019 and held it in 23 quarters.
  • LPL Financial's Smartsheet Inc. position peaked at $17.9M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.