Dodge & Cox’s Smartsheet Inc. SMAR Stock Holding History

Dodge & Cox’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 Q2	–	Sell	-15,024	Closed	-$718K	–	203
2023 Q1	$718K	Buy	+15,024	New	+$654K	﹤0.01%	170

Other funds holding SMAR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $900M AUM 193.67% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Dodge & Cox's SMAR Position: Q2 2023 in Review

Dodge & Cox sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 15,024 shares — an estimated $718K sold.

Dodge & Cox first reported a position in SMAR in Q1 2023 and held it in 1 quarter. The position peaked at $718K in Q1 2023. 343 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

Dodge & Cox reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
Dodge & Cox sold 15,024 Smartsheet Inc. shares in Q2 2023, an estimated $718K.
Dodge & Cox first reported a position in Smartsheet Inc. in Q1 2023 and held it in 1 quarter.
Dodge & Cox's Smartsheet Inc. position peaked at $718K in Q1 2023.
343 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Dodge & Cox's 13F filing for Q2 2023, filed 14 Aug 2023.