DTL
SMAR

Dynamic Technology Lab’s Smartsheet Inc. SMAR Stock Holding History

Dynamic Technology Lab’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
Q4 		– Sell
-5,028
Closed -$278K – 1430
2024
Q3 		$278K Sell
5,028
-36,801
-88% -$1.78M 0.03% 771
2024
Q2 		$1.84M Sell
41,829
-28,207
-40% -$1.12M 0.21% 154
2024
Q1 		$2.7M Buy
+70,036
New +$3.06M 0.29% 56
2023
Q4 		– Sell
-42,742
Closed -$1.73M – 1469
2023
Q3 		$1.73M Sell
42,742
-12,610
-23% -$517K 0.17% 123
2023
Q2 		$2.12M Sell
55,352
-35,968
-39% -$1.56M 0.27% 79
2023
Q1 		$4.37M Buy
91,320
+74,400
+440% +$3.24M 0.4% 19
2022
Q4 		$666K Buy
+16,920
New +$577K 0.07% 485
2022
Q3 		– Sell
-46,070
Closed -$1.45M – 1606
2022
Q2 		$1.45M Buy
+46,070
New +$1.91M 0.16% 197
2021
Q4 		– Sell
-16,018
Closed -$1.1M – 1566
2021
Q3 		$1.1M Buy
+16,018
New +$1.18M 0.13% 243
2020
Q3 		– Sell
-5,663
Closed -$288K – 1414
2020
Q2 		$288K Buy
5,663
+313
+6% +$15.9K 0.04% 686
2020
Q1 		$222K Buy
+5,350
New +$243K 0.04% 719
2019
Q4 		– Sell
-8,029
Closed -$289K – 1369
2019
Q3 		$289K Buy
+8,029
New +$382K 0.05% 677

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dynamic Technology Lab's SMAR Position: Q4 2024 in Review

Dynamic Technology Lab sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 5,028 shares — an estimated $278K sold.

Dynamic Technology Lab first reported a position in SMAR in Q3 2019 and held it in 12 quarters. The position peaked at $4.37M in Q1 2023. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Dynamic Technology Lab reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Dynamic Technology Lab sold 5,028 Smartsheet Inc. shares in Q4 2024, an estimated $278K.
  • Dynamic Technology Lab first reported a position in Smartsheet Inc. in Q3 2019 and held it in 12 quarters.
  • Dynamic Technology Lab's Smartsheet Inc. position peaked at $4.37M in Q1 2023.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Dynamic Technology Lab's 13F filing for Q4 2024, filed 13 Feb 2025.