ClearBridge Investments
SMAR

ClearBridge Investments’s Smartsheet Inc. SMAR Stock Holding History

ClearBridge Investments’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
-795,147
Closed -$44M – 750
2024
Q3 		$44M Sell
795,147
-235,687
-23% -$11.4M 0.03% 341
2024
Q2 		$45.4M Hold
1,030,834
– – 0.04% 334
2024
Q1 		$39.7M Hold
1,030,834
– – 0.03% 365
2023
Q4 		$49.3M Buy
1,030,834
+274,044
+36% +$11.7M 0.04% 332
2023
Q3 		$30.6M Hold
756,790
– – 0.03% 377
2023
Q2 		$29M Buy
756,790
+13,100
+2% +$567K 0.03% 390
2023
Q1 		$35.5M Sell
743,690
-734,291
-50% -$31.9M 0.03% 369
2022
Q4 		$58.2M Buy
1,477,981
+2,785
+0.2% +$94.9K 0.06% 290
2022
Q3 		$50.7M Buy
1,475,196
+3,956
+0.3% +$134K 0.05% 307
2022
Q2 		$46.2M Buy
1,471,240
+25,935
+2% +$1.07M 0.04% 327
2022
Q1 		$79.2M Buy
1,445,305
+49,637
+4% +$2.83M 0.06% 282
2021
Q4 		$108M Sell
1,395,668
-3,286
-0.2% -$230K 0.07% 236
2021
Q3 		$96.3M Sell
1,398,954
-1,277
-0.1% -$93.9K 0.07% 236
2021
Q2 		$101M Buy
1,400,231
+89,817
+7% +$5.61M 0.07% 239
2021
Q1 		$83.8M Buy
1,310,414
+83,494
+7% +$5.84M 0.06% 253
2020
Q4 		$85M Buy
1,226,920
+47,846
+4% +$2.8M 0.07% 230
2020
Q3 		$58.3M Buy
1,179,074
+463,210
+65% +$22.4M 0.05% 266
2020
Q2 		$36.5M Sell
715,864
-13,599
-2% -$692K 0.03% 326
2020
Q1 		$30.3M Sell
729,463
-44,216
-6% -$2.01M 0.03% 316
2019
Q4 		$35.5M Buy
773,679
+692
+0.1% +$28.6K 0.03% 361
2019
Q3 		$27.9M Buy
772,987
+352,550
+84% +$16.8M 0.02% 382
2019
Q2 		$20.3M Sell
420,437
-324
-0.1% -$13.8K 0.02% 429
2019
Q1 		$17.2M Buy
420,761
+165,893
+65% +$5.74M 0.02% 443
2018
Q4 		$6.34M Buy
254,868
+13,398
+6% +$333K 0.01% 560
2018
Q3 		$7.55M Buy
241,470
+3,290
+1% +$87.7K 0.01% 563
2018
Q2 		$6.19M Buy
+238,180
New +$5.66M 0.01% 508

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

ClearBridge Investments's SMAR Position: Q4 2024 in Review

ClearBridge Investments sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 795,147 shares — an estimated $44M sold.

ClearBridge Investments first reported a position in SMAR in Q2 2018 and held it in 26 quarters. The position peaked at $108M in Q4 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • ClearBridge Investments reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • ClearBridge Investments sold 795,147 Smartsheet Inc. shares in Q4 2024, an estimated $44M.
  • ClearBridge Investments first reported a position in Smartsheet Inc. in Q2 2018 and held it in 26 quarters.
  • ClearBridge Investments's Smartsheet Inc. position peaked at $108M in Q4 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on ClearBridge Investments's 13F filing for Q4 2024, filed 12 Feb 2025.