Oracle Alpha’s Smartsheet Inc. SMAR Stock Holding History

Oracle Alpha’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 Q1	–	Sell	-6,623	Closed	-$317K	–	273
2023 Q4	$317K	Buy	+6,623	New	+$282K	0.41%	92

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

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

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Oracle Alpha's SMAR Position: Q1 2024 in Review

Oracle Alpha sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 6,623 shares — an estimated $317K sold.

Oracle Alpha first reported a position in SMAR in Q4 2023 and held it in 1 quarter. The position peaked at $317K in Q4 2023. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

Oracle Alpha reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
Oracle Alpha sold 6,623 Smartsheet Inc. shares in Q1 2024, an estimated $317K.
Oracle Alpha first reported a position in Smartsheet Inc. in Q4 2023 and held it in 1 quarter.
Oracle Alpha's Smartsheet Inc. position peaked at $317K in Q4 2023.
360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.