Bloom Tree Partners’s Smartsheet Inc. SMAR Stock Holding History

Bloom Tree 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 Q2	$6.34M	Buy	165,694 +5,820	+4%	+$252K	2.95%	15
2023 Q1	$7.64M	Sell	159,874 -13,268	-8%	-$577K	3.72%	13
2022 Q4	$6.81M	Hold	173,142	–	–	3.6%	13
2022 Q3	$5.95M	Sell	173,142 -32,896	-16%	-$1.11M	2.22%	19
2022 Q2	$6.48M	Buy	+206,038	New	+$8.54M	1.52%	20
2020 Q4	–	Sell	-386,921	Closed	-$19.1M	–	46
2020 Q3	$19.1M	Buy	+386,921	New	+$18.7M	1.95%	25

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bloom Tree Partners's SMAR Position: Q2 2023 in Review

Bloom Tree Partners increased its Smartsheet Inc. (SMAR) stake by 3.6% in Q2 2023, buying an estimated $252K and bringing the position to 165,694 shares worth $6.34M. The position accounts for 2.95% of the portfolio, ranked #15.

Bloom Tree Partners first reported a position in SMAR in Q3 2020 and has held it in 6 quarters since. The position peaked at $19.1M in Q3 2020. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

Bloom Tree Partners held 165,694 shares of Smartsheet Inc. worth $6.34M as of Q2 2023.
Bloom Tree Partners bought 5,820 Smartsheet Inc. shares in Q2 2023, an estimated $252K.
Smartsheet Inc. made up 2.95% of Bloom Tree Partners's portfolio in Q2 2023, its #15 holding.
Bloom Tree Partners first reported a position in Smartsheet Inc. in Q3 2020 and has held it in 6 quarters since.
Bloom Tree Partners's Smartsheet Inc. position peaked at $19.1M in Q3 2020.
344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Bloom Tree Partners's 13F filing for Q2 2023, filed 11 Aug 2023.