OCM
SMAR

Osterweis Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Osterweis 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
Q2 		– Sell
-63,440
Closed -$2.63M – 123
2020
Q1 		$2.63M Buy
+63,440
New +$2.88M 0.21% 78

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Osterweis Capital Management's SMAR Position: Q2 2020 in Review

Osterweis Capital Management sold out of Smartsheet Inc. (SMAR) in Q2 2020, closing a stake of 63,440 shares — an estimated $2.63M sold.

Osterweis Capital Management first reported a position in SMAR in Q1 2020 and held it in 1 quarter. The position peaked at $2.63M in Q1 2020. 256 funds tracked by Wall St. Rank hold SMAR as of Q2 2020.

  • Osterweis Capital Management reported no remaining Smartsheet Inc. position as of Q2 2020 after selling out during the quarter.
  • Osterweis Capital Management sold 63,440 Smartsheet Inc. shares in Q2 2020, an estimated $2.63M.
  • Osterweis Capital Management first reported a position in Smartsheet Inc. in Q1 2020 and held it in 1 quarter.
  • Osterweis Capital Management's Smartsheet Inc. position peaked at $2.63M in Q1 2020.
  • 256 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2020.

Based on Osterweis Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.