AIM
SMAR

Allen Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Allen 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
2024
Q4 		– Sell
-17,673
Closed -$978K – 222
2024
Q3 		$978K Buy
+17,673
New +$857K 0.01% 145
2019
Q4 		– Sell
-14,131
Closed -$509K – 191
2019
Q3 		$509K Buy
14,131
+3,533
+33% +$168K 0.01% 135
2019
Q2 		$513K Buy
+10,598
New +$450K 0.01% 138

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allen Investment Management's SMAR Position: Q4 2024 in Review

Allen Investment Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 17,673 shares — an estimated $978K sold.

Allen Investment Management first reported a position in SMAR in Q2 2019 and held it in 3 quarters. The position peaked at $978K in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Allen Investment Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Allen Investment Management sold 17,673 Smartsheet Inc. shares in Q4 2024, an estimated $978K.
  • Allen Investment Management first reported a position in Smartsheet Inc. in Q2 2019 and held it in 3 quarters.
  • Allen Investment Management's Smartsheet Inc. position peaked at $978K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Allen Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.