AP
SMAR

AtonRa Partners’s Smartsheet Inc. SMAR Stock Holding History

AtonRa Partners’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
2023
Q4 		$255K Sell
5,332
-831
-13% -$35.4K 0.51% 87
2023
Q3 		$249K Sell
6,163
-1,475
-19% -$60.5K 0.52% 95
2023
Q2 		$292K Sell
7,638
-1,680
-18% -$72.7K 0.45% 99
2023
Q1 		$445K Buy
+9,318
New +$405K 0.65% 71

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

AtonRa Partners's SMAR Position: Q4 2023 in Review

AtonRa Partners reduced its Smartsheet Inc. (SMAR) stake by 13% in Q4 2023, selling an estimated $35.4K and leaving 5,332 shares worth $255K. The position accounts for 0.51% of the portfolio, ranked #87.

AtonRa Partners first reported a position in SMAR in Q1 2023 and has held it in 4 quarters since. The position peaked at $445K in Q1 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • AtonRa Partners held 5,332 shares of Smartsheet Inc. worth $255K as of Q4 2023.
  • AtonRa Partners sold 831 Smartsheet Inc. shares in Q4 2023, an estimated $35.4K.
  • Smartsheet Inc. made up 0.51% of AtonRa Partners's portfolio in Q4 2023, its #87 holding.
  • AtonRa Partners first reported a position in Smartsheet Inc. in Q1 2023 and has held it in 4 quarters since.
  • AtonRa Partners's Smartsheet Inc. position peaked at $445K in Q1 2023.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.