Night Owl Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Night Owl Capital 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
2020 Q4	–	Sell	-243,713	Closed	-$12M	–	31
2020 Q3	$12M	Sell	243,713 -10,255	-4%	-$495K	2.51%	16
2020 Q2	$12.9M	Buy	253,968 +4,424	+2%	+$225K	3.08%	15
2020 Q1	$10.4M	Sell	249,544 -6,194	-2%	-$281K	3.46%	15
2019 Q4	$11.5M	Sell	255,738 -1,738	-0.7%	-$71.9K	3.3%	13
2019 Q3	$9.28M	Buy	257,476 +5,793	+2%	+$276K	2.95%	16
2019 Q2	$12.2M	Buy	251,683 +169,106	+205%	+$7.18M	3.73%	12
2019 Q1	$3.37M	Buy	+82,577	New	+$2.86M	1.21%	22

Other funds holding SMAR

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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

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

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Night Owl Capital Management's SMAR Position: Q4 2020 in Review

Night Owl Capital Management sold out of Smartsheet Inc. (SMAR) in Q4 2020, closing a stake of 243,713 shares — an estimated $12M sold.

Night Owl Capital Management first reported a position in SMAR in Q1 2019 and held it in 7 quarters. The position peaked at $12.9M in Q2 2020. 315 funds tracked by Wall St. Rank hold SMAR as of Q4 2020.

Night Owl Capital Management reported no remaining Smartsheet Inc. position as of Q4 2020 after selling out during the quarter.
Night Owl Capital Management sold 243,713 Smartsheet Inc. shares in Q4 2020, an estimated $12M.
Night Owl Capital Management first reported a position in Smartsheet Inc. in Q1 2019 and held it in 7 quarters.
Night Owl Capital Management's Smartsheet Inc. position peaked at $12.9M in Q2 2020.
315 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2020.

Based on Night Owl Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.