Engaged Capital’s Smartsheet Inc. SMAR Stock Holding History

Engaged Capital’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 Q3	–	Sell	-671,496	Closed	-$29.6M	–	12
2024 Q2	$29.6M	Buy	+671,496	New	+$26.8M	5.07%	9

Other funds holding SMAR

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

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

VEPM

Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Engaged Capital's SMAR Position: Q3 2024 in Review

Engaged Capital sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 671,496 shares — an estimated $29.6M sold.

Engaged Capital first reported a position in SMAR in Q2 2024 and held it in 1 quarter. The position peaked at $29.6M in Q2 2024. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

Engaged Capital reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
Engaged Capital sold 671,496 Smartsheet Inc. shares in Q3 2024, an estimated $29.6M.
Engaged Capital first reported a position in Smartsheet Inc. in Q2 2024 and held it in 1 quarter.
Engaged Capital's Smartsheet Inc. position peaked at $29.6M in Q2 2024.
411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Engaged Capital's 13F filing for Q3 2024, filed 14 Nov 2024.