Apogem Capital’s Smartsheet Inc. SMAR Stock Holding History

Apogem Capital’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
2022 Q4	–	Sell	-7,357	Closed	-$253K	–	122
2022 Q3	$253K	Buy	+7,357	New	+$249K	0.25%	106

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Apogem Capital's SMAR Position: Q4 2022 in Review

Apogem Capital sold out of Smartsheet Inc. (SMAR) in Q4 2022, closing a stake of 7,357 shares — an estimated $253K sold.

Apogem Capital first reported a position in SMAR in Q3 2022 and held it in 1 quarter. The position peaked at $253K in Q3 2022. 321 funds tracked by Wall St. Rank hold SMAR as of Q4 2022.

Apogem Capital reported no remaining Smartsheet Inc. position as of Q4 2022 after selling out during the quarter.
Apogem Capital sold 7,357 Smartsheet Inc. shares in Q4 2022, an estimated $253K.
Apogem Capital first reported a position in Smartsheet Inc. in Q3 2022 and held it in 1 quarter.
Apogem Capital's Smartsheet Inc. position peaked at $253K in Q3 2022.
321 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2022.

Based on Apogem Capital's 13F filing for Q4 2022, filed 13 Feb 2023.