CS
SMAR

Credit Suisse’s Smartsheet Inc. SMAR Stock Holding History

Credit Suisse’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
Q1 		$5.96M Sell
154,777
-2,848
-2% -$124K 0.01% 1198
2023
Q4 		$7.54M Sell
157,625
-957
-0.6% -$40.8K 0.01% 1091
2023
Q3 		$6.42M Sell
158,582
-22,461
-12% -$922K 0.01% 1128
2023
Q2 		$6.93M Buy
181,043
+13,978
+8% +$605K 0.01% 1126
2023
Q1 		$7.99M Buy
167,065
+6,390
+4% +$278K 0.01% 1036
2022
Q4 		$6.32M Buy
160,675
+42,286
+36% +$1.44M 0.01% 1159
2022
Q3 		$4.07M Buy
118,389
+9,487
+9% +$321K ﹤0.01% 1383
2022
Q2 		$3.42M Sell
108,902
-7,429
-6% -$308K ﹤0.01% 1542
2022
Q1 		$6.37M Buy
116,331
+4,742
+4% +$271K 0.01% 1309
2021
Q4 		$8.64M Buy
111,589
+3,267
+3% +$228K ﹤0.01% 1614
2021
Q3 		$7.46M Buy
108,322
+4,806
+5% +$353K ﹤0.01% 1737
2021
Q2 		$7.64M Sell
103,516
-498,267
-83% -$31.1M ﹤0.01% 1746
2021
Q1 		$38.5M Buy
601,783
+478,347
+388% +$33.5M 0.02% 816
2020
Q4 		$8.55M Sell
123,436
-10,095
-8% -$592K ﹤0.01% 1692
2020
Q3 		$6.6M Buy
133,531
+26,271
+24% +$1.27M ﹤0.01% 1621
2020
Q2 		$5.46M Buy
107,260
+4,993
+5% +$254K ﹤0.01% 1656
2020
Q1 		$4.25M Buy
102,267
+26,836
+36% +$1.22M ﹤0.01% 1641
2019
Q4 		$3.39M Sell
75,431
-69,839
-48% -$2.89M ﹤0.01% 2183
2019
Q3 		$5.23M Buy
145,270
+31,937
+28% +$1.52M ﹤0.01% 1724
2019
Q2 		$5.49M Buy
113,333
+101,997
+900% +$4.33M ﹤0.01% 1699
2019
Q1 		$463K Buy
+11,336
New +$392K ﹤0.01% 3376

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Credit Suisse's SMAR Position: Q1 2024 in Review

Credit Suisse reduced its Smartsheet Inc. (SMAR) stake by 1.8% in Q1 2024, selling an estimated $124K and leaving 154,777 shares worth $5.96M. The position accounts for 0.01% of the portfolio, ranked #1198.

Credit Suisse first reported a position in SMAR in Q1 2019 and has held it in 21 quarters since. The position peaked at $38.5M in Q1 2021. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • Credit Suisse held 154,777 shares of Smartsheet Inc. worth $5.96M as of Q1 2024.
  • Credit Suisse sold 2,848 Smartsheet Inc. shares in Q1 2024, an estimated $124K.
  • Smartsheet Inc. made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #1198 holding.
  • Credit Suisse first reported a position in Smartsheet Inc. in Q1 2019 and has held it in 21 quarters since.
  • Credit Suisse's Smartsheet Inc. position peaked at $38.5M in Q1 2021.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.