J. Goldman & Co’s Smartsheet Inc. SMAR Stock Holding History

J. Goldman & Co’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	-606,793	Closed	-$23.4M	–	622
2024 Q1	$23.4M	Buy	+606,793	New	+$26.5M	0.75%	34
2023 Q3	–	Sell	-209,692	Closed	-$8.02M	–	516
2023 Q2	$8.02M	Buy	+209,692	New	+$9.07M	0.29%	98

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

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

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

J. Goldman & Co's SMAR Position: Q2 2024 in Review

J. Goldman & Co sold out of Smartsheet Inc. (SMAR) in Q2 2024, closing a stake of 606,793 shares — an estimated $23.4M sold.

J. Goldman & Co first reported a position in SMAR in Q2 2023 and held it in 2 quarters. The position peaked at $23.4M in Q1 2024. 395 funds tracked by Wall St. Rank hold SMAR as of Q2 2024.

J. Goldman & Co reported no remaining Smartsheet Inc. position as of Q2 2024 after selling out during the quarter.
J. Goldman & Co sold 606,793 Smartsheet Inc. shares in Q2 2024, an estimated $23.4M.
J. Goldman & Co first reported a position in Smartsheet Inc. in Q2 2023 and held it in 2 quarters.
J. Goldman & Co's Smartsheet Inc. position peaked at $23.4M in Q1 2024.
395 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2024.

Based on J. Goldman & Co's 13F filing for Q2 2024, filed 14 Aug 2024.