New York Life Investment Management’s Smartsheet Inc. SMAR Stock Holding History

New York Life Investment Management’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	-128,454	Closed	-$7.2M	–	870
2024 Q4	$7.2M	Buy	+128,454	New	+$7.19M	0.07%	247
2024 Q1	–	Sell	-7,281	Closed	-$348K	–	1559
2023 Q4	$348K	Sell	7,281 -167	-2%	-$7.12K	﹤0.01%	1118
2023 Q3	$301K	Sell	7,448 -1,174	-14%	-$48.2K	﹤0.01%	1151
2023 Q2	$330K	Sell	8,622 -1,451	-14%	-$62.8K	﹤0.01%	1210
2023 Q1	$481K	Buy	+10,073	New	+$438K	0.01%	869

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

New York Life Investment Management's SMAR Position: Q1 2025 in Review

New York Life Investment Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 128,454 shares — an estimated $7.2M sold.

New York Life Investment Management first reported a position in SMAR in Q1 2023 and held it in 5 quarters. The position peaked at $7.2M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

New York Life Investment Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
New York Life Investment Management sold 128,454 Smartsheet Inc. shares in Q1 2025, an estimated $7.2M.
New York Life Investment Management first reported a position in Smartsheet Inc. in Q1 2023 and held it in 5 quarters.
New York Life Investment Management's Smartsheet Inc. position peaked at $7.2M in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on New York Life Investment Management's 13F filing for Q1 2025, filed 8 May 2025.