Lisanti Capital Growth’s Smartsheet Inc. SMAR Stock Holding History

Lisanti Capital Growth’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	-75,040	Closed	-$3.59M	–	159
2023 Q4	$3.59M	Buy	75,040 +49,810	+197%	+$2.12M	0.85%	55
2023 Q3	$1.02M	Buy	+25,230	New	+$1.04M	0.16%	115
2022 Q2	–	Sell	-36,740	Closed	-$2.01M	–	146
2022 Q1	$2.01M	Buy	+36,740	New	+$2.1M	0.23%	110
2021 Q4	–	Sell	-18,795	Closed	-$1.29M	–	153
2021 Q3	$1.29M	Hold	18,795	–	–	0.19%	124
2021 Q2	$1.36M	Buy	+18,795	New	+$1.17M	0.17%	126
2021 Q1	–	Sell	-10,865	Closed	-$753K	–	173
2020 Q4	$753K	Buy	+10,865	New	+$637K	0.1%	125
2019 Q3	–	Sell	-36,910	Closed	-$1.79M	–	133
2019 Q2	$1.79M	Buy	36,910 +26,105	+242%	+$1.11M	0.58%	62
2019 Q1	$441K	Buy	+10,805	New	+$374K	0.16%	111

Other funds holding SMAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lisanti Capital Growth's SMAR Position: Q1 2024 in Review

Lisanti Capital Growth sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 75,040 shares — an estimated $3.59M sold.

Lisanti Capital Growth first reported a position in SMAR in Q1 2019 and held it in 8 quarters. The position peaked at $3.59M in Q4 2023. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

Lisanti Capital Growth reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
Lisanti Capital Growth sold 75,040 Smartsheet Inc. shares in Q1 2024, an estimated $3.59M.
Lisanti Capital Growth first reported a position in Smartsheet Inc. in Q1 2019 and held it in 8 quarters.
Lisanti Capital Growth's Smartsheet Inc. position peaked at $3.59M in Q4 2023.
360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Lisanti Capital Growth's 13F filing for Q1 2024, filed 7 May 2024.