JFG
SMAR

Jefferies Financial Group’s Smartsheet Inc. SMAR Stock Holding History

Jefferies Financial Group’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
-13,716
Closed -$528K – 1959
2024
Q1 		$528K Buy
+13,716
New +$598K ﹤0.01% 1053
2023
Q2 		– Sell
-17,846
Closed -$853K – 2080
2023
Q1 		$853K Buy
17,846
+12,846
+257% +$559K 0.01% 949
2022
Q4 		$197K Buy
+5,000
New +$170K ﹤0.01% 1302

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
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 $704M AUM 6.25% 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

Jefferies Financial Group's SMAR Position: Q2 2024 in Review

Jefferies Financial Group sold out of Smartsheet Inc. (SMAR) in Q2 2024, closing a stake of 13,716 shares — an estimated $528K sold.

Jefferies Financial Group first reported a position in SMAR in Q4 2022 and held it in 3 quarters. The position peaked at $853K in Q1 2023. 395 funds tracked by Wall St. Rank hold SMAR as of Q2 2024.

  • Jefferies Financial Group reported no remaining Smartsheet Inc. position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 13,716 Smartsheet Inc. shares in Q2 2024, an estimated $528K.
  • Jefferies Financial Group first reported a position in Smartsheet Inc. in Q4 2022 and held it in 3 quarters.
  • Jefferies Financial Group's Smartsheet Inc. position peaked at $853K in Q1 2023.
  • 395 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.