MIC
SMAR

Maxi Investments CY’s Smartsheet Inc. SMAR Stock Holding History

Maxi Investments CY’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
Q2 		– Sell
-16,525
Closed -$636K – 151
2024
Q1 		$636K Hold
16,525
– – 0.17% 91
2023
Q4 		$790K Hold
16,525
– – 0.22% 43
2023
Q3 		$669K Hold
16,525
– – 0.31% 28
2023
Q2 		$632K Hold
16,525
– – 0.45% 38
2023
Q1 		$790K Hold
16,525
– – 0.56% 34
2022
Q4 		$650K Hold
16,525
– – 0.61% 36
2022
Q3 		$568K Hold
16,525
– – 0.43% 47
2022
Q2 		$519K Hold
16,525
– – 0.37% 46
2022
Q1 		$905K Hold
16,525
– – 0.53% 43
2021
Q4 		$1.28M Buy
+16,525
New +$1.15M 0.69% 40

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 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
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

Maxi Investments CY's SMAR Position: Q2 2024 in Review

Maxi Investments CY sold out of Smartsheet Inc. (SMAR) in Q2 2024, closing a stake of 16,525 shares — an estimated $636K sold.

Maxi Investments CY first reported a position in SMAR in Q4 2021 and held it in 10 quarters. The position peaked at $1.28M in Q4 2021. 395 funds tracked by Wall St. Rank hold SMAR as of Q2 2024.

  • Maxi Investments CY reported no remaining Smartsheet Inc. position as of Q2 2024 after selling out during the quarter.
  • Maxi Investments CY sold 16,525 Smartsheet Inc. shares in Q2 2024, an estimated $636K.
  • Maxi Investments CY first reported a position in Smartsheet Inc. in Q4 2021 and held it in 10 quarters.
  • Maxi Investments CY's Smartsheet Inc. position peaked at $1.28M in Q4 2021.
  • 395 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2024.

Based on Maxi Investments CY's 13F filing for Q2 2024, filed 8 Aug 2024.