PVM
SMAR

Palogic Value Management’s Smartsheet Inc. SMAR Stock Holding History

Palogic Value 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
2024
Q4 		– Sell
-6,037
Closed -$334K – 193
2024
Q3 		$334K Sell
6,037
-173
-3% -$8.39K 0.11% 139
2024
Q2 		$274K Buy
6,210
+166
+3% +$6.62K 0.12% 133
2024
Q1 		$233K Buy
6,044
+55
+0.9% +$2.4K 0.1% 141
2023
Q4 		$286K Buy
5,989
+458
+8% +$19.5K 0.13% 125
2023
Q3 		$224K Sell
5,531
-86
-2% -$3.53K 0.11% 134
2023
Q2 		$215K Sell
5,617
-49
-0.9% -$2.12K 0.1% 138
2023
Q1 		$271K Buy
+5,666
New +$246K 0.13% 135

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Palogic Value Management's SMAR Position: Q4 2024 in Review

Palogic Value Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 6,037 shares — an estimated $334K sold.

Palogic Value Management first reported a position in SMAR in Q1 2023 and held it in 7 quarters. The position peaked at $334K in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Palogic Value Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Palogic Value Management sold 6,037 Smartsheet Inc. shares in Q4 2024, an estimated $334K.
  • Palogic Value Management first reported a position in Smartsheet Inc. in Q1 2023 and held it in 7 quarters.
  • Palogic Value Management's Smartsheet Inc. position peaked at $334K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Palogic Value Management's 13F filing for Q4 2024, filed 11 Feb 2025.