Capital Research Global Investors
SMAR

Capital Research Global Investors’s Smartsheet Inc. SMAR Stock Holding History

Capital Research Global Investors’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
-1,151,843
Closed -$63.8M – 465
2024
Q3 		$63.8M Sell
1,151,843
-288,532
-20% -$14M 0.01% 321
2024
Q2 		$63.5M Sell
1,440,375
-241,476
-14% -$9.63M 0.01% 318
2024
Q1 		$64.8M Sell
1,681,851
-606,368
-26% -$26.5M 0.01% 324
2023
Q4 		$109M Sell
2,288,219
-488,824
-18% -$20.8M 0.03% 273
2023
Q3 		$112M Sell
2,777,043
-780,668
-22% -$32M 0.03% 265
2023
Q2 		$136M Buy
3,557,711
+126,103
+4% +$5.45M 0.04% 260
2023
Q1 		$164M Hold
3,431,608
– – 0.05% 241
2022
Q4 		$135M Buy
3,431,608
+610,660
+22% +$20.8M 0.04% 250
2022
Q3 		$96.9M Buy
2,820,948
+1,993,848
+241% +$67.6M 0.03% 262
2022
Q2 		$26M Sell
827,100
-652,974
-44% -$27.1M 0.01% 372
2022
Q1 		$81.1M Hold
1,480,074
– – 0.02% 325
2021
Q4 		$115M Hold
1,480,074
– – 0.03% 310
2021
Q3 		$102M Hold
1,480,074
– – 0.02% 308
2021
Q2 		$107M Sell
1,480,074
-249,396
-14% -$15.6M 0.02% 308
2021
Q1 		$111M Buy
1,729,470
+1,437
+0.1% +$101K 0.03% 298
2020
Q4 		$120M Buy
1,728,033
+908
+0.1% +$53.2K 0.03% 279
2020
Q3 		$85.4M Buy
1,727,125
+25,888
+2% +$1.25M 0.03% 283
2020
Q2 		$86.6M Buy
1,701,237
+405,833
+31% +$20.7M 0.03% 277
2020
Q1 		$53.8M Buy
+1,295,404
New +$58.8M 0.02% 284
2018
Q3 		– Sell
-256,800
Closed -$6.67M – 468
2018
Q2 		$6.67M Buy
+256,800
New +$6.11M ﹤0.01% 417

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
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

Capital Research Global Investors's SMAR Position: Q4 2024 in Review

Capital Research Global Investors sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 1,151,843 shares — an estimated $63.8M sold.

Capital Research Global Investors first reported a position in SMAR in Q2 2018 and held it in 20 quarters. The position peaked at $164M in Q1 2023. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Capital Research Global Investors reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Capital Research Global Investors sold 1,151,843 Smartsheet Inc. shares in Q4 2024, an estimated $63.8M.
  • Capital Research Global Investors first reported a position in Smartsheet Inc. in Q2 2018 and held it in 20 quarters.
  • Capital Research Global Investors's Smartsheet Inc. position peaked at $164M in Q1 2023.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Capital Research Global Investors's 13F filing for Q4 2024, filed 13 Feb 2025.