BMC
SMAR

Bear Mountain Capital’s Smartsheet Inc. SMAR Stock Holding History

Bear Mountain 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
2024
Q4 		– Sell
-7
Closed -$392 – 189
2024
Q3 		$392 Hold
7
– – ﹤0.01% 149
2024
Q2 		$305 Hold
7
– – ﹤0.01% 158
2024
Q1 		$264 Hold
7
– – ﹤0.01% 199
2023
Q4 		$335 Buy
+7
New +$298 ﹤0.01% 203

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

Bear Mountain Capital's SMAR Position: Q4 2024 in Review

Bear Mountain Capital sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 7 shares — an estimated $392 sold.

Bear Mountain Capital first reported a position in SMAR in Q4 2023 and held it in 4 quarters. The position peaked at $392 in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Bear Mountain Capital reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Bear Mountain Capital sold 7 Smartsheet Inc. shares in Q4 2024, an estimated $392.
  • Bear Mountain Capital first reported a position in Smartsheet Inc. in Q4 2023 and held it in 4 quarters.
  • Bear Mountain Capital's Smartsheet Inc. position peaked at $392 in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Bear Mountain Capital's 13F filing for Q4 2024, filed 3 Feb 2025.