AI
SMAR

Atom Investors’s Smartsheet Inc. SMAR Stock Holding History

Atom Investors’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
-6,780
Closed -$375K – 661
2024
Q3 		$375K Buy
+6,780
New +$329K 0.04% 347
2024
Q2 		– Sell
-14,472
Closed -$557K – 710
2024
Q1 		$557K Buy
+14,472
New +$631K 0.07% 317
2019
Q4 		– Sell
-183,572
Closed -$6.61M – 329
2019
Q3 		$6.61M Buy
183,572
+131,793
+255% +$6.28M 0.45% 80
2019
Q2 		$2.51M Buy
+51,779
New +$2.2M 0.16% 167

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Atom Investors's SMAR Position: Q4 2024 in Review

Atom Investors sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 6,780 shares — an estimated $375K sold.

Atom Investors first reported a position in SMAR in Q2 2019 and held it in 4 quarters. The position peaked at $6.61M in Q3 2019. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Atom Investors reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Atom Investors sold 6,780 Smartsheet Inc. shares in Q4 2024, an estimated $375K.
  • Atom Investors first reported a position in Smartsheet Inc. in Q2 2019 and held it in 4 quarters.
  • Atom Investors's Smartsheet Inc. position peaked at $6.61M in Q3 2019.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.