AI
SMAR

Atria Investments’s Smartsheet Inc. SMAR Stock Holding History

Atria Investments’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
-9,749
Closed -$540K – 2021
2024
Q3 		$540K Buy
9,749
+289
+3% +$14K 0.01% 1282
2024
Q2 		$417K Buy
+9,460
New +$377K 0.01% 1398
2020
Q1 		– Sell
-4,587
Closed -$206K – 1225
2019
Q4 		$206K Buy
+4,587
New +$190K 0.01% 1143

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

Atria Investments's SMAR Position: Q4 2024 in Review

Atria Investments sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 9,749 shares — an estimated $540K sold.

Atria Investments first reported a position in SMAR in Q4 2019 and held it in 3 quarters. The position peaked at $540K in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Atria Investments reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 9,749 Smartsheet Inc. shares in Q4 2024, an estimated $540K.
  • Atria Investments first reported a position in Smartsheet Inc. in Q4 2019 and held it in 3 quarters.
  • Atria Investments's Smartsheet Inc. position peaked at $540K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.