Calamos Advisors’s Smartsheet Inc. SMAR Stock Holding History

Calamos Advisors’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	–	Sell	-65,950	Closed	-$3.15M	–	1083
2023 Q1	$3.15M	Buy	65,950 +53,364	+424%	+$2.32M	0.02%	697
2022 Q4	$495K	Buy	+12,586	New	+$429K	﹤0.01%	909
2021 Q4	–	Sell	-88,852	Closed	-$6.12M	–	1182
2021 Q3	$6.12M	Buy	+88,852	New	+$6.53M	0.03%	550
2019 Q3	–	Sell	-48,861	Closed	-$2.36M	–	803
2019 Q2	$2.36M	Buy	+48,861	New	+$2.08M	0.01%	604

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

Calamos Advisors's SMAR Position: Q2 2023 in Review

Calamos Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 65,950 shares — an estimated $3.15M sold.

Calamos Advisors first reported a position in SMAR in Q2 2019 and held it in 4 quarters. The position peaked at $6.12M in Q3 2021. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

Calamos Advisors reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
Calamos Advisors sold 65,950 Smartsheet Inc. shares in Q2 2023, an estimated $3.15M.
Calamos Advisors first reported a position in Smartsheet Inc. in Q2 2019 and held it in 4 quarters.
Calamos Advisors's Smartsheet Inc. position peaked at $6.12M in Q3 2021.
344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Calamos Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.