OTL
SMAR

Oak Thistle LLC’s Smartsheet Inc. SMAR Stock Holding History

Oak Thistle LLC’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
-14,238
Closed -$798K – 587
2024
Q4 		$798K Sell
14,238
-4,243
-23% -$237K 0.24% 167
2024
Q3 		$1.02M Sell
18,481
-6,765
-27% -$328K 0.33% 99
2024
Q2 		$1.11M Buy
+25,246
New +$1.01M 0.83% 3
2023
Q4 		– Sell
-7,924
Closed -$321K – 676
2023
Q3 		$321K Buy
+7,924
New +$325K 0.09% 375
2023
Q2 		– Sell
-18,110
Closed -$866K – 565
2023
Q1 		$866K Buy
+18,110
New +$788K 0.51% 19

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $426M AUM 23.62% 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

Oak Thistle LLC's SMAR Position: Q1 2025 in Review

Oak Thistle LLC sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 14,238 shares — an estimated $798K sold.

Oak Thistle LLC first reported a position in SMAR in Q1 2023 and held it in 5 quarters. The position peaked at $1.11M in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Oak Thistle LLC reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 14,238 Smartsheet Inc. shares in Q1 2025, an estimated $798K.
  • Oak Thistle LLC first reported a position in Smartsheet Inc. in Q1 2023 and held it in 5 quarters.
  • Oak Thistle LLC's Smartsheet Inc. position peaked at $1.11M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Oak Thistle LLC's 13F filing for Q1 2025, filed 6 May 2025.