BAMCO Inc
SMAR

BAMCO Inc’s Smartsheet Inc. SMAR Stock Holding History

BAMCO Inc’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
Q2 		– Sell
-765,464
Closed -$29.5M – 352
2024
Q1 		$29.5M Buy
765,464
+58,429
+8% +$2.55M 0.08% 182
2023
Q4 		$33.8M Buy
707,035
+399
+0.1% +$17K 0.09% 163
2023
Q3 		$28.6M Buy
706,636
+187,754
+36% +$7.7M 0.08% 167
2023
Q2 		$19.9M Buy
518,882
+13,581
+3% +$587K 0.06% 199
2023
Q1 		$24.2M Sell
505,301
-236,303
-32% -$10.3M 0.07% 176
2022
Q4 		$29.2M Buy
741,604
+225,861
+44% +$7.7M 0.1% 153
2022
Q3 		$17.7M Buy
+515,743
New +$17.5M 0.06% 205

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 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 $2.52B AUM 3.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return