MS
SMAR

Marc Stad’s Smartsheet Inc. SMAR Stock Holding History

Marc Stad’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
2021
Q3 		– Sell
-611,449
Closed -$44.2M – 80
2021
Q2 		$44.2M Sell
611,449
-1,435,534
-70% -$89.6M 0.57% 35
2021
Q1 		$131M Hold
2,046,983
– – 1.87% 16
2020
Q4 		$142M Buy
+2,046,983
New +$120M 2.12% 17
2019
Q1 		– Sell
-68,892
Closed -$1.71M – 28
2018
Q4 		$1.71M Sell
68,892
-285,100
-81% -$7.09M 0.13% 22
2018
Q3 		$11.1M Sell
353,992
-250,000
-41% -$6.66M 0.9% 15
2018
Q2 		$15.7M Buy
+603,992
New +$14.4M 1.37% 17

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Marc Stad's SMAR Position: Q3 2021 in Review

Marc Stad sold out of Smartsheet Inc. (SMAR) in Q3 2021, closing a stake of 611,449 shares — an estimated $44.2M sold.

Marc Stad first reported a position in SMAR in Q2 2018 and held it in 6 quarters. The position peaked at $142M in Q4 2020. 320 funds tracked by Wall St. Rank hold SMAR as of Q3 2021.

  • Marc Stad reported no remaining Smartsheet Inc. position as of Q3 2021 after selling out during the quarter.
  • Marc Stad sold 611,449 Smartsheet Inc. shares in Q3 2021, an estimated $44.2M.
  • Marc Stad first reported a position in Smartsheet Inc. in Q2 2018 and held it in 6 quarters.
  • Marc Stad's Smartsheet Inc. position peaked at $142M in Q4 2020.
  • 320 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2021.

Based on Dragoneer Investment Group's 13F filing for Q3 2021, filed 15 Nov 2021.