MAM
SMAR

Martingale Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Martingale Asset 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
Q4 		– Sell
-57,932
Closed -$3.21M – 857
2024
Q3 		$3.21M Buy
57,932
+16,241
+39% +$787K 0.07% 207
2024
Q2 		$1.84M Buy
+41,691
New +$1.66M 0.04% 316

Other funds holding SMAR

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Martingale Asset Management's SMAR Position: Q4 2024 in Review

Martingale Asset Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 57,932 shares — an estimated $3.21M sold.

Martingale Asset Management first reported a position in SMAR in Q2 2024 and held it in 2 quarters. The position peaked at $3.21M in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Martingale Asset Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Martingale Asset Management sold 57,932 Smartsheet Inc. shares in Q4 2024, an estimated $3.21M.
  • Martingale Asset Management first reported a position in Smartsheet Inc. in Q2 2024 and held it in 2 quarters.
  • Martingale Asset Management's Smartsheet Inc. position peaked at $3.21M in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Martingale Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.