Dorsey Asset Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,447,727
| Closed | -$81.1M | – | 14 |
|
2024
Q4 | $81.1M | Sell |
1,447,727
-45,559
| -3% | -$2.55M | 8.36% | 7 |
|
2024
Q3 | $82.7M | Sell |
1,493,286
-987,103
| -40% | -$54.6M | 8.91% | 7 |
|
2024
Q2 | $109M | Sell |
2,480,389
-31,939
| -1% | -$1.41M | 13.03% | 2 |
|
2024
Q1 | $96.7M | Sell |
2,512,328
-33,704
| -1% | -$1.3M | 11.24% | 4 |
|
2023
Q4 | $122M | Sell |
2,546,032
-148,264
| -6% | -$7.09M | 15.65% | 2 |
|
2023
Q3 | $109M | Sell |
2,694,296
-586,307
| -18% | -$23.7M | 14.23% | 4 |
|
2023
Q2 | $126M | Sell |
3,280,603
-356,995
| -10% | -$13.7M | 16.62% | 2 |
|
2023
Q1 | $174M | Sell |
3,637,598
-208,953
| -5% | -$9.99M | 19.71% | 2 |
|
2022
Q4 | $151M | Buy |
3,846,551
+231,379
| +6% | +$9.11M | 22.01% | 1 |
|
2022
Q3 | $124M | Buy |
3,615,172
+177,120
| +5% | +$6.09M | 15.05% | 2 |
|
2022
Q2 | $108M | Buy |
3,438,052
+428,899
| +14% | +$13.5M | 13.49% | 4 |
|
2022
Q1 | $165M | Buy |
3,009,153
+203,696
| +7% | +$11.2M | 15.87% | 2 |
|
2021
Q4 | $217M | Buy |
2,805,457
+31,563
| +1% | +$2.44M | 18.54% | 2 |
|
2021
Q3 | $191M | Sell |
2,773,894
-428,304
| -13% | -$29.5M | 16.66% | 2 |
|
2021
Q2 | $232M | Buy |
3,202,198
+481,400
| +18% | +$34.8M | 17.46% | 2 |
|
2021
Q1 | $174M | Buy |
2,720,798
+1,433,608
| +111% | +$91.6M | 18.19% | 2 |
|
2020
Q4 | $89.2M | Buy |
1,287,190
+397,203
| +45% | +$27.5M | 11.67% | 3 |
|
2020
Q3 | $44M | Sell |
889,987
-745,050
| -46% | -$36.8M | 6.54% | 8 |
|
2020
Q2 | $83.3M | Buy |
+1,635,037
| New | +$83.3M | 13.45% | 2 |
|