AG
SMAR

Aperio Group’s Smartsheet Inc. SMAR Stock Holding History

Aperio Group’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
2020
Q4 		$1.17M Buy
16,873
+4,246
+34% +$249K ﹤0.01% 1510
2020
Q3 		$624K Buy
12,627
+2,371
+23% +$114K ﹤0.01% 1693
2020
Q2 		$522K Buy
10,256
+3,788
+59% +$193K ﹤0.01% 1752
2020
Q1 		$268K Buy
+6,468
New +$294K ﹤0.01% 1976

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Aperio Group's SMAR Position: Q4 2020 in Review

Aperio Group increased its Smartsheet Inc. (SMAR) stake by 34% in Q4 2020, buying an estimated $249K and bringing the position to 16,873 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Aperio Group first reported a position in SMAR in Q1 2020 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold SMAR as of Q4 2020.

  • Aperio Group held 16,873 shares of Smartsheet Inc. worth $1.17M as of Q4 2020.
  • Aperio Group bought 4,246 Smartsheet Inc. shares in Q4 2020, an estimated $249K.
  • Smartsheet Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1510 holding.
  • Aperio Group first reported a position in Smartsheet Inc. in Q1 2020 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.