CCIA
SMAR

Campbell & Co Investment Adviser’s Smartsheet Inc. SMAR Stock Holding History

Campbell & Co Investment Adviser’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
Q3 		– Sell
-46,976
Closed -$2.07M – 1386
2024
Q2 		$2.07M Sell
46,976
-16,922
-26% -$675K 0.18% 150
2024
Q1 		$2.46M Buy
+63,898
New +$2.79M 0.21% 103
2023
Q4 		– Sell
-92,973
Closed -$3.76M – 1400
2023
Q3 		$3.76M Buy
+92,973
New +$3.82M 0.45% 27

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
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Campbell & Co Investment Adviser's SMAR Position: Q3 2024 in Review

Campbell & Co Investment Adviser sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 46,976 shares — an estimated $2.07M sold.

Campbell & Co Investment Adviser first reported a position in SMAR in Q3 2023 and held it in 3 quarters. The position peaked at $3.76M in Q3 2023. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Campbell & Co Investment Adviser reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 46,976 Smartsheet Inc. shares in Q3 2024, an estimated $2.07M.
  • Campbell & Co Investment Adviser first reported a position in Smartsheet Inc. in Q3 2023 and held it in 3 quarters.
  • Campbell & Co Investment Adviser's Smartsheet Inc. position peaked at $3.76M in Q3 2023.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Campbell & Co Investment Adviser's 13F filing for Q3 2024, filed 12 Nov 2024.