FNY Investment Advisers’s Smartsheet Inc. SMAR Stock Holding History

FNY Investment Advisers’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	-75,254	Closed	-$4.22M	–	1060
2024 Q4	$4.22M	Buy	75,254 +70,236	+1,400%	+$3.93M	2.18%	3
2024 Q3	$277K	Buy	+5,018	New	+$243K	0.13%	141
2019 Q3	–	Sell	-36	Closed	-$1K	–	1214
2019 Q2	$1K	Buy	+36	New	+$1.53K	﹤0.01%	910

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

FNY Investment Advisers's SMAR Position: Q1 2025 in Review

FNY Investment Advisers sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 75,254 shares — an estimated $4.22M sold.

FNY Investment Advisers first reported a position in SMAR in Q2 2019 and held it in 3 quarters. The position peaked at $4.22M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

FNY Investment Advisers reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
FNY Investment Advisers sold 75,254 Smartsheet Inc. shares in Q1 2025, an estimated $4.22M.
FNY Investment Advisers first reported a position in Smartsheet Inc. in Q2 2019 and held it in 3 quarters.
FNY Investment Advisers's Smartsheet Inc. position peaked at $4.22M in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on FNY Investment Advisers's 13F filing for Q1 2025, filed 17 Apr 2025.