JCM
SMAR

Junto Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Junto 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
2022
Q1 		– Sell
-242,764
Closed -$18.8M – 94
2021
Q4 		$18.8M Sell
242,764
-112,516
-32% -$7.86M 0.48% 58
2021
Q3 		$24.4M Sell
355,280
-58,923
-14% -$4.33M 0.77% 50
2021
Q2 		$30M Buy
414,203
+22,164
+6% +$1.38M 0.96% 49
2021
Q1 		$25.1M Sell
392,039
-3,105
-0.8% -$217K 0.9% 42
2020
Q4 		$27.4M Buy
+395,144
New +$23.2M 0.89% 44

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Junto Capital Management's SMAR Position: Q1 2022 in Review

Junto Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 242,764 shares — an estimated $18.8M sold.

Junto Capital Management first reported a position in SMAR in Q4 2020 and held it in 5 quarters. The position peaked at $30M in Q2 2021. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Junto Capital Management reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
  • Junto Capital Management sold 242,764 Smartsheet Inc. shares in Q1 2022, an estimated $18.8M.
  • Junto Capital Management first reported a position in Smartsheet Inc. in Q4 2020 and held it in 5 quarters.
  • Junto Capital Management's Smartsheet Inc. position peaked at $30M in Q2 2021.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Junto Capital Management's 13F filing for Q1 2022, filed 16 May 2022.