FC
SMAR

FORA Capital’s Smartsheet Inc. SMAR Stock Holding History

FORA 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
-6,750
Closed -$298K – 604
2024
Q2 		$298K Buy
+6,750
New +$269K 0.04% 325
2021
Q1 		– Sell
-2,524
Closed -$175K – 1175
2020
Q4 		$175K Buy
+2,524
New +$148K 0.03% 539

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
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
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
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

FORA Capital's SMAR Position: Q3 2024 in Review

FORA Capital sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 6,750 shares — an estimated $298K sold.

FORA Capital first reported a position in SMAR in Q4 2020 and held it in 2 quarters. The position peaked at $298K in Q2 2024. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • FORA Capital reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • FORA Capital sold 6,750 Smartsheet Inc. shares in Q3 2024, an estimated $298K.
  • FORA Capital first reported a position in Smartsheet Inc. in Q4 2020 and held it in 2 quarters.
  • FORA Capital's Smartsheet Inc. position peaked at $298K in Q2 2024.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

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