PI
SMAR

PineBridge Investments’s Smartsheet Inc. SMAR Stock Holding History

PineBridge Investments’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
-7,750
Closed -$429K – 778
2024
Q3 		$429K Sell
7,750
-9,842
-56% -$477K ﹤0.01% 698
2024
Q2 		$775K Buy
17,592
+9,473
+117% +$378K 0.01% 450
2024
Q1 		$313K Sell
8,119
-955
-11% -$41.7K ﹤0.01% 538
2023
Q4 		$434K Sell
9,074
-863
-9% -$36.8K ﹤0.01% 508
2023
Q3 		$402K Buy
9,937
+9,837
+9,837% +$404K ﹤0.01% 552
2023
Q2 		$3.83K Hold
100
– – ﹤0.01% 865
2023
Q1 		$4.78K Hold
100
– – ﹤0.01% 726
2022
Q4 		$3.94K Hold
100
– – ﹤0.01% 712
2022
Q3 		$3K Hold
100
– – ﹤0.01% 715
2022
Q2 		$3K Hold
100
– – ﹤0.01% 716
2022
Q1 		$5K Sell
100
-700
-88% -$40K ﹤0.01% 689
2021
Q4 		$62K Buy
+800
New +$55.9K ﹤0.01% 686

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

PineBridge Investments's SMAR Position: Q4 2024 in Review

PineBridge Investments sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 7,750 shares — an estimated $429K sold.

PineBridge Investments first reported a position in SMAR in Q4 2021 and held it in 12 quarters. The position peaked at $775K in Q2 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • PineBridge Investments reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • PineBridge Investments sold 7,750 Smartsheet Inc. shares in Q4 2024, an estimated $429K.
  • PineBridge Investments first reported a position in Smartsheet Inc. in Q4 2021 and held it in 12 quarters.
  • PineBridge Investments's Smartsheet Inc. position peaked at $775K in Q2 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on PineBridge Investments's 13F filing for Q4 2024, filed 14 Feb 2025.