Echo Street Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Echo Street Capital 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	-35,326	Closed	-$1.43M	–	445
2023 Q3	$1.43M	Buy	35,326 +5,022	+17%	+$206K	0.01%	112
2023 Q2	$1.16M	Buy	30,304 +17,190	+131%	+$743K	0.01%	127
2023 Q1	$627K	Buy	+13,114	New	+$571K	0.01%	208
2022 Q3	–	Sell	-10,417	Closed	-$327K	–	708
2022 Q2	$327K	Buy	+10,417	New	+$432K	﹤0.01%	408
2022 Q1	–	Sell	-10,218	Closed	-$791K	–	766
2021 Q4	$791K	Buy	10,218 +4,519	+79%	+$316K	0.01%	310
2021 Q3	$392K	Sell	5,699 -2,201	-28%	-$162K	﹤0.01%	474
2021 Q2	$571K	Buy	7,900 +1,018	+15%	+$63.5K	﹤0.01%	329
2021 Q1	$440K	Buy	6,882 +3,786	+122%	+$265K	﹤0.01%	333
2020 Q4	$215K	Buy	+3,096	New	+$181K	﹤0.01%	348

Other funds holding SMAR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $601M AUM 0.2% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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 Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Echo Street Capital Management's SMAR Position: Q4 2023 in Review

Echo Street Capital Management sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 35,326 shares — an estimated $1.43M sold.

Echo Street Capital Management first reported a position in SMAR in Q4 2020 and held it in 9 quarters. The position peaked at $1.43M in Q3 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

Echo Street Capital Management reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 35,326 Smartsheet Inc. shares in Q4 2023, an estimated $1.43M.
Echo Street Capital Management first reported a position in Smartsheet Inc. in Q4 2020 and held it in 9 quarters.
Echo Street Capital Management's Smartsheet Inc. position peaked at $1.43M in Q3 2023.
378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.