LCM
SMAR

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

Legato 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
Q1 		– Sell
-8,735
Closed -$418K – 628
2023
Q4 		$418K Buy
8,735
+3,279
+60% +$140K 0.05% 447
2023
Q3 		$221K Sell
5,456
-6,294
-54% -$258K 0.03% 510
2023
Q2 		$450K Buy
11,750
+1,149
+11% +$49.7K 0.06% 447
2023
Q1 		$507K Buy
+10,601
New +$461K 0.09% 357
2021
Q3 		– Sell
-8,698
Closed -$629K – 332
2021
Q2 		$629K Buy
+8,698
New +$543K 0.09% 215

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legato Capital Management's SMAR Position: Q1 2024 in Review

Legato Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 8,735 shares — an estimated $418K sold.

Legato Capital Management first reported a position in SMAR in Q2 2021 and held it in 5 quarters. The position peaked at $629K in Q2 2021. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • Legato Capital Management reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
  • Legato Capital Management sold 8,735 Smartsheet Inc. shares in Q1 2024, an estimated $418K.
  • Legato Capital Management first reported a position in Smartsheet Inc. in Q2 2021 and held it in 5 quarters.
  • Legato Capital Management's Smartsheet Inc. position peaked at $629K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Legato Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.