DIM
SMAR

DC Investments Management’s Smartsheet Inc. SMAR Stock Holding History

DC Investments Management’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
2023
Q4 		– Sell
-15,362
Closed -$622K – 87
2023
Q3 		$622K Hold
15,362
– – 0.78% 32
2023
Q2 		$588K Sell
15,362
-12,062
-44% -$522K 0.68% 31
2023
Q1 		$1.31M Sell
27,424
-51,330
-65% -$2.23M 1.56% 16
2022
Q4 		$3.1M Buy
+78,754
New +$2.68M 3.92% 9
2018
Q3 		– Sell
-20,512
Closed -$533K – 322
2018
Q2 		$533K Buy
+20,512
New +$488K 0.34% 159

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 $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

DC Investments Management's SMAR Position: Q4 2023 in Review

DC Investments Management sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 15,362 shares — an estimated $622K sold.

DC Investments Management first reported a position in SMAR in Q2 2018 and held it in 5 quarters. The position peaked at $3.1M in Q4 2022. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • DC Investments Management reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
  • DC Investments Management sold 15,362 Smartsheet Inc. shares in Q4 2023, an estimated $622K.
  • DC Investments Management first reported a position in Smartsheet Inc. in Q2 2018 and held it in 5 quarters.
  • DC Investments Management's Smartsheet Inc. position peaked at $3.1M in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on DC Investments Management's 13F filing for Q4 2023, filed 13 Feb 2024.