Smartleaf Asset Management LLC Purchases in Q1 2025

Smartleaf Asset Management LLC

  • $1.04 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TRST
Trustco Bank Corp N Y

Financial Services
7
New
$29.65 - $34.34 $208 - $240
7 $213K
UPWK
Upwork, Inc

Industrials
16
New
$12.34 - $17.44 $197 - $279
16 $211K
SNAP
Snap Inc

Communication Services
23
New
$8.37 - $12.57 $193 - $289
23 $210K
KAI
Kadant Inc

Industrials
2
+ 4.17%
$335.28 - $398.39 $671 - $797
50 $16.8M
DDS
Dillard'S, Inc.

Consumer Cyclical
1
+ 50.0%
$353.25 - $508.77 $353 - $509
3 $1.08M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
24
New
$7.93 - $13.21 $190 - $317
24 $193K
WTMF
Wisdomtree Tr Managed Futures

ETFs
6
+ 10.34%
$33.94 - $35.62 $204 - $214
64 $2.2M
NMRK
Newmark Group, Inc.

Real Estate
48
+ 8.14%
$11.84 - $14.69 $568 - $705
638 $7.73M
GRC
Gorman Rupp CO

Industrials
14
+ 11.11%
$35.1 - $39.76 $491 - $557
140 $4.94M
XMTR
Xometry, Inc.

Industrials
66
+ 76.74%
$23.04 - $43.2 $1.52K - $2.85K
152 $3.94M
BUSE
First Busey Corp

Financial Services
62
+ 9.81%
$21.26 - $25.35 $1.32K - $1.57K
694 $15.1M
OSPN
One Span Inc.

Technology
82
+ 24.33%
$15.25 - $20.23 $1.25K - $1.66K
419 $6.48M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
7
+ 87.5%
$20.2 - $22.24 $141 - $156
15 $319K
FDUS
Fidus Investment Corp

Financial Services
7
New
$20.39 - $23.37 $143 - $164
7 $143K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2
+ 5.26%
$39.65 - $43.35 $79.3 - $86.7
40 $1.68M
FLS
Flowserve Corp

Industrials
18
+ 21.18%
$46.47 - $64.75 $836 - $1.17K
103 $5.02M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
6
+ 150.0%
$19.12 - $20.71 $115 - $124
10 $203K
PRTA
Prothena Corp Public LTD CO

Healthcare
9
New
$12.38 - $16.04 $111 - $144
9 $118K
RXST
Rx Sight, Inc.

Healthcare
7
+ 70.0%
$24.37 - $35.84 $171 - $251
17 $451K
Arm Holdings PLC
1
New
N/A
1 $107K
APPN
Appian Corp

Technology
4
+ 50.0%
$28.81 - $37.23 $115 - $149
12 $352K
HYLB
Xtrackers Usd High Yield Corp

ETFs
2
New
$35.96 - $36.72 $71.9 - $73.4
2 $72K
LCID
Lucid Group, Inc.

Consumer Cyclical
76
+ 50.67%
$2.03 - $3.48 $154 - $264
226 $524K
Net Lease Office Properties
1
+ 2.22%
N/A
46 $1.45M
MASI
Masimo Corp

Healthcare
8
+ 3.2%
$163.55 - $190.63 $1.31K - $1.53K
258 $42.2M
NTGR
Netgear, Inc.

Technology
33
+ 12.55%
$22.11 - $30.91 $730 - $1.02K
296 $7.32M
FATE
Fate Therapeutics Inc

Healthcare
35
New
$0.79 - $1.87 $27.7 - $65.5
35 $29K
AIZ
Assurant, Inc.

Financial Services
4
+ 2.99%
$198.92 - $218.67 $796 - $875
138 $28.5M
CCNE
Cnb Financial Corp

Financial Services
20
+ 12.5%
$22.16 - $26.66 $443 - $533
180 $4.01M
PENN
Penn National Gaming Inc

Consumer Cyclical
10
+ 12.2%
$16.23 - $22.73 $162 - $227
92 $1.56M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
14
+ 2.03%
$21.89 - $22.65 $306 - $317
703 $15.4M
NWBI
Northwest Bancshares, Inc.

Financial Services
380
+ 10.01%
$11.78 - $13.39 $4.48K - $5.09K
4.18K $50M
Everus Constr Group
3
+ 75.0%
N/A
7 $253K
SEIC
Sei Investments CO

Financial Services
31
+ 7.06%
$72.08 - $86.58 $2.23K - $2.68K
470 $36.2M
CCRD
Core Card Corp

Technology
16
+ 14.29%
$18.66 - $24.35 $299 - $390
128 $2.39M
CIVB
Civista Bancshares, Inc.

Financial Services
17
+ 7.3%
$18.84 - $22.06 $320 - $375
250 $4.87M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2
+ 4.08%
$31.63 - $35.22 $63.3 - $70.4
51 $1.63M
RGP
Resources Connection, Inc.

Industrials
7
+ 13.21%
$6.54 - $9.08 $45.8 - $63.6
60 $393K
FISI
Financial Institutions Inc

Financial Services
20
+ 7.02%
$24.96 - $29.63 $499 - $593
305 $7.63M
VTOL
Bristow Group Inc.

Energy
7
+ 4.05%
$31.02 - $38.02 $217 - $266
180 $5.73M
KYMR
Kymera Therapeutics, Inc.

Healthcare
40
+ 30.53%
$27.37 - $44.36 $1.09K - $1.77K
171 $5.07M
UHAL
Amerco

Industrials
2
+ 3.7%
$62.22 - $74.71 $124 - $149
56 $3.64M
VIR
Vir Biotechnology, Inc.

Healthcare
14
+ 4.43%
$6.48 - $12.48 $90.7 - $175
330 $2.21M
WTFC
Wintrust Financial Corp

Financial Services
50
+ 10.71%
$107.76 - $136.92 $5.39K - $6.85K
517 $58M
ASH
Ashland Global Holdings Inc

Basic Materials
303
+ 20.04%
$55.87 - $73.16 $16.9K - $22.2K
1.82K $107M
LXFR
Luxfer Holdings PLC

Industrials
17
+ 7.02%
$11.56 - $14.71 $197 - $250
259 $2.99M
AVPT
Ave Point, Inc.

Technology
32
+ 8.21%
$13.5 - $19.8 $432 - $634
422 $6.17M
ESI
Element Solutions Inc

Basic Materials
4
+ 2.86%
$22.61 - $27.55 $90.4 - $110
144 $3.3M
ASIX
Advan Six Inc.

Basic Materials
56
+ 19.51%
$22.57 - $32.31 $1.26K - $1.81K
343 $7.74M
Activity Summary
Buys All Purchases 1261 New Holdings 137 Increased Positions 1124 Sells All Sells 1276 Reductions 1276 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Smartleaf Asset Management LLC Portfolio

Follow Smartleaf Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smartleaf Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email