HVCM
SMAR

Hel Ved Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Hel Ved 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
2024
Q2 		– Sell
-32,152
Closed -$1.24M – 70
2024
Q1 		$1.24M Sell
32,152
-25,420
-44% -$1.11M 0.31% 46
2023
Q4 		$2.75M Buy
57,572
+47,787
+488% +$2.04M 0.79% 27
2023
Q3 		$396K Buy
+9,785
New +$402K 0.13% 41

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Hel Ved Capital Management's SMAR Position: Q2 2024 in Review

Hel Ved Capital Management sold out of Smartsheet Inc. (SMAR) in Q2 2024, closing a stake of 32,152 shares — an estimated $1.24M sold.

Hel Ved Capital Management first reported a position in SMAR in Q3 2023 and held it in 3 quarters. The position peaked at $2.75M in Q4 2023. 395 funds tracked by Wall St. Rank hold SMAR as of Q2 2024.

  • Hel Ved Capital Management reported no remaining Smartsheet Inc. position as of Q2 2024 after selling out during the quarter.
  • Hel Ved Capital Management sold 32,152 Smartsheet Inc. shares in Q2 2024, an estimated $1.24M.
  • Hel Ved Capital Management first reported a position in Smartsheet Inc. in Q3 2023 and held it in 3 quarters.
  • Hel Ved Capital Management's Smartsheet Inc. position peaked at $2.75M in Q4 2023.
  • 395 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2024.

Based on Hel Ved Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.