KI
SMAR

Kula Investments’s Smartsheet Inc. SMAR Stock Holding History

Kula Investments’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
2023
Q1 		$544K Buy
+11,388
New +$495K 0.13% 279

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kula Investments's SMAR Position: Q1 2023 in Review

Kula Investments opened a new position in Smartsheet Inc. (SMAR) in Q1 2023: 11,388 shares worth $544K. The stake represents 0.13% of the portfolio and ranks #279 among its holdings.

358 funds tracked by Wall St. Rank hold SMAR as of Q1 2023.

  • Kula Investments held 11,388 shares of Smartsheet Inc. worth $544K as of Q1 2023.
  • Smartsheet Inc. was a new Kula Investments position in Q1 2023.
  • Smartsheet Inc. made up 0.13% of Kula Investments's portfolio in Q1 2023, its #279 holding.
  • 358 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.