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SMAR

Nuveen’s Smartsheet Inc. SMAR Stock Holding History

Nuveen’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
-413,980
Closed -$23.2M – 3343
2024
Q4 		$23.2M Sell
413,980
-107,439
-21% -$6.01M 0.01% 1086
2024
Q3 		$28.9M Buy
521,419
+133,878
+35% +$6.49M 0.01% 953
2024
Q2 		$17.1M Sell
387,541
-131,279
-25% -$5.23M 0.01% 1235
2024
Q1 		$20M Sell
518,820
-47,365
-8% -$2.07M 0.01% 1180
2023
Q4 		$27.1M Buy
566,185
+24,093
+4% +$1.03M 0.01% 950
2023
Q3 		$21.9M Buy
542,092
+192,395
+55% +$7.9M 0.01% 990
2023
Q2 		$13.4M Sell
349,697
-6,873
-2% -$297K ﹤0.01% 1331
2023
Q1 		$17M Sell
356,570
-10,144
-3% -$441K 0.01% 1153
2022
Q4 		$14.4M Sell
366,714
-47,018
-11% -$1.6M 0.01% 1256
2022
Q3 		$14.2M Sell
413,732
-185,571
-31% -$6.29M 0.01% 1246
2022
Q2 		$18.8M Buy
599,303
+11,234
+2% +$466K 0.01% 1084
2022
Q1 		$31.2M Buy
588,069
+43,226
+8% +$2.47M 0.01% 895
2021
Q4 		$42.2M Sell
544,843
-38,324
-7% -$2.68M 0.01% 769
2021
Q3 		$40.1M Sell
583,167
-107,931
-16% -$7.94M 0.01% 810
2021
Q2 		$50M Buy
691,098
+78,238
+13% +$4.88M 0.01% 739
2021
Q1 		$39.2M Buy
612,860
+7,270
+1% +$509K 0.01% 869
2020
Q4 		$42M Buy
605,590
+188,931
+45% +$11.1M 0.01% 793
2020
Q3 		$20.6M Sell
416,659
-12,540
-3% -$605K 0.01% 1041
2020
Q2 		$21.9M Buy
429,199
+103,312
+32% +$5.26M 0.01% 988
2020
Q1 		$13.5M Sell
325,887
-216,597
-40% -$9.83M 0.01% 1112
2019
Q4 		$24.4M Sell
542,484
-137,425
-20% -$5.68M 0.01% 1055
2019
Q3 		$24.5M Buy
679,909
+248,797
+58% +$11.9M 0.01% 1020
2019
Q2 		$20.9M Buy
431,112
+411,363
+2,083% +$17.5M 0.01% 1131
2019
Q1 		$806K Buy
+19,749
New +$683K ﹤0.01% 773

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $515M AUM 27.37% 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

Nuveen's SMAR Position: Q1 2025 in Review

Nuveen sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 413,980 shares — an estimated $23.2M sold.

Nuveen first reported a position in SMAR in Q1 2019 and held it in 24 quarters. The position peaked at $50M in Q2 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Nuveen reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Nuveen sold 413,980 Smartsheet Inc. shares in Q1 2025, an estimated $23.2M.
  • Nuveen first reported a position in Smartsheet Inc. in Q1 2019 and held it in 24 quarters.
  • Nuveen's Smartsheet Inc. position peaked at $50M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Nuveen's 13F filing for Q1 2025, filed 12 May 2025.