GPGA
SMAR

Grandeur Peak Global Advisors’s Smartsheet Inc. SMAR Stock Holding History

Grandeur Peak Global Advisors’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
-21,664
Closed -$1.2M – 146
2024
Q3 		$1.2M Sell
21,664
-1,362
-6% -$66K 0.1% 101
2024
Q2 		$1.01M Hold
23,026
– – 0.08% 98
2024
Q1 		$887K Sell
23,026
-78,480
-77% -$3.42M 0.07% 102
2023
Q4 		$4.85M Buy
101,506
+76,313
+303% +$3.25M 0.34% 59
2023
Q3 		$1.02M Hold
25,193
– – 0.08% 90
2023
Q2 		$964K Buy
25,193
+6,422
+34% +$278K 0.07% 91
2023
Q1 		$897K Hold
18,771
– – 0.05% 93
2022
Q4 		$739K Buy
+18,771
New +$640K 0.04% 91

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Grandeur Peak Global Advisors's SMAR Position: Q4 2024 in Review

Grandeur Peak Global Advisors sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 21,664 shares — an estimated $1.2M sold.

Grandeur Peak Global Advisors first reported a position in SMAR in Q4 2022 and held it in 8 quarters. The position peaked at $4.85M in Q4 2023. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Grandeur Peak Global Advisors reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Grandeur Peak Global Advisors sold 21,664 Smartsheet Inc. shares in Q4 2024, an estimated $1.2M.
  • Grandeur Peak Global Advisors first reported a position in Smartsheet Inc. in Q4 2022 and held it in 8 quarters.
  • Grandeur Peak Global Advisors's Smartsheet Inc. position peaked at $4.85M in Q4 2023.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Grandeur Peak Global Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.