Mount Capital’s Smartsheet Inc. SMAR Stock Holding History

Mount Capital’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
2023 Q4	–	Sell	-21,694	Closed	-$878K	–	19
2023 Q3	$878K	Sell	21,694 -30,854	-59%	-$1.27M	0.38%	19
2023 Q2	$2.01M	Hold	52,548	–	–	0.78%	18
2023 Q1	$2.51M	Buy	52,548 +11,225	+27%	+$488K	0.99%	16
2022 Q4	$1.63M	Hold	41,323	–	–	0.63%	38
2022 Q3	$1.42M	Hold	41,323	–	–	0.6%	34
2022 Q2	$1.3M	Hold	41,323	–	–	0.46%	37
2022 Q1	$2.26M	Buy	+41,323	New	+$2.36M	0.66%	31

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Mount Capital's SMAR Position: Q4 2023 in Review

Mount Capital sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 21,694 shares — an estimated $878K sold.

Mount Capital first reported a position in SMAR in Q1 2022 and held it in 7 quarters. The position peaked at $2.51M in Q1 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

Mount Capital reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
Mount Capital sold 21,694 Smartsheet Inc. shares in Q4 2023, an estimated $878K.
Mount Capital first reported a position in Smartsheet Inc. in Q1 2022 and held it in 7 quarters.
Mount Capital's Smartsheet Inc. position peaked at $2.51M in Q1 2023.
378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on Mount Capital's 13F filing for Q4 2023, filed 13 Feb 2024.