Principal Securities’s Smartsheet Inc. SMAR Stock Holding History

Principal Securities’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 Q2	–	Sell	-32	Closed	-$1.79K	–	3936
2025 Q1	$1.79K	Hold	32	–	–	﹤0.01%	3072
2024 Q4	$1.79K	Sell	32 -289	-90%	-$16.2K	﹤0.01%	3066
2024 Q3	$17.8K	Buy	321 +293	+1,046%	+$14.2K	﹤0.01%	2181
2024 Q2	$1.23K	Buy	28 +5	+22%	+$199	﹤0.01%	3019
2024 Q1	$886	Sell	23 -18	-44%	-$785	﹤0.01%	3058
2023 Q4	$1.96K	Buy	+41	New	+$1.75K	﹤0.01%	2817

Other funds holding SMAR

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HNB

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

Principal Securities's SMAR Position: Q2 2025 in Review

Principal Securities sold out of Smartsheet Inc. (SMAR) in Q2 2025, closing a stake of 32 shares — an estimated $1.79K sold.

Principal Securities first reported a position in SMAR in Q4 2023 and held it in 6 quarters. The position peaked at $17.8K in Q3 2024. 2 funds tracked by Wall St. Rank hold SMAR as of Q2 2025.

Principal Securities reported no remaining Smartsheet Inc. position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 32 Smartsheet Inc. shares in Q2 2025, an estimated $1.79K.
Principal Securities first reported a position in Smartsheet Inc. in Q4 2023 and held it in 6 quarters.
Principal Securities's Smartsheet Inc. position peaked at $17.8K in Q3 2024.
2 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.