Tokio Marine Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Tokio Marine Asset 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	-56,051	Closed	-$3.14M	–	583
2024 Q4	$3.14M	Sell	56,051 -85,349	-60%	-$4.78M	0.11%	154
2024 Q3	$7.83M	Buy	+141,400	New	+$6.85M	0.34%	59

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 $20.6B AUM 34.61% 1-Year Est. Return

Tokio Marine Asset Management's SMAR Position: Q1 2025 in Review

Tokio Marine Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 56,051 shares — an estimated $3.14M sold.

Tokio Marine Asset Management first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $7.83M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Tokio Marine Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Tokio Marine Asset Management sold 56,051 Smartsheet Inc. shares in Q1 2025, an estimated $3.14M.
Tokio Marine Asset Management first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
Tokio Marine Asset Management's Smartsheet Inc. position peaked at $7.83M in Q3 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Tokio Marine Asset Management's 13F filing for Q1 2025, filed 13 May 2025.