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