CFM
SMAR

Coronation Fund Managers’s Smartsheet Inc. SMAR Stock Holding History

Coronation Fund Managers’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
-499,889
Closed -$22M – 64
2024
Q2 		$22M Sell
499,889
-1,050,314
-68% -$41.9M 1.27% 32
2024
Q1 		$59.7M Buy
1,550,203
+474,898
+44% +$20.7M 1.62% 22
2023
Q4 		$51.4M Buy
1,075,305
+638,724
+146% +$27.2M 1.43% 26
2023
Q3 		$17.7M Buy
436,581
+72,311
+20% +$2.97M 0.53% 55
2023
Q2 		$13.9M Sell
364,270
-559,732
-61% -$24.2M 0.38% 64
2023
Q1 		$44.2M Buy
924,002
+429,195
+87% +$18.7M 1.18% 30
2022
Q4 		$19.5M Buy
+494,807
New +$16.9M 0.54% 48
2020
Q1 		– Sell
-126,632
Closed -$5.69M – 125
2019
Q4 		$5.69M Buy
126,632
+66,494
+111% +$2.75M 0.19% 75
2019
Q3 		$2.17M Buy
+60,138
New +$2.86M 0.08% 104

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
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 $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Coronation Fund Managers's SMAR Position: Q3 2024 in Review

Coronation Fund Managers sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 499,889 shares — an estimated $22M sold.

Coronation Fund Managers first reported a position in SMAR in Q3 2019 and held it in 9 quarters. The position peaked at $59.7M in Q1 2024. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Coronation Fund Managers reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Coronation Fund Managers sold 499,889 Smartsheet Inc. shares in Q3 2024, an estimated $22M.
  • Coronation Fund Managers first reported a position in Smartsheet Inc. in Q3 2019 and held it in 9 quarters.
  • Coronation Fund Managers's Smartsheet Inc. position peaked at $59.7M in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Coronation Fund Managers's 13F filing for Q3 2024, filed 29 Oct 2024.