Polar Capital Holdings’s Smartsheet Inc. SMAR Stock Holding History

Polar Capital Holdings’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
2023 Q2	–	Sell	-1,032,089	Closed	-$49.3M	–	312
2023 Q1	$49.3M	Sell	1,032,089 -903,514	-47%	-$39.3M	0.32%	85
2022 Q4	$76.2M	Buy	1,935,603 +32,358	+2%	+$1.1M	0.61%	50
2022 Q3	$65.4K	Buy	1,903,245 +646,650	+51%	+$21.9M	0.42%	64
2022 Q2	$39.5K	Sell	1,256,595 -11,868	-0.9%	-$492K	0.23%	96
2022 Q1	$69.5K	Buy	1,268,463 +178,115	+16%	+$10.2M	0.31%	74
2021 Q4	$84.4K	Sell	1,090,348 -515,054	-32%	-$36M	0.32%	69
2021 Q3	$110K	Buy	1,605,402 +15,910	+1%	+$1.17M	0.45%	42
2021 Q2	$115K	Buy	1,589,492 +729,079	+85%	+$45.5M	0.5%	43
2021 Q1	$55M	Buy	+860,413	New	+$60.2M	0.34%	88

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

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

NPCM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Polar Capital Holdings's SMAR Position: Q2 2023 in Review

Polar Capital Holdings sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 1,032,089 shares — an estimated $49.3M sold.

Polar Capital Holdings first reported a position in SMAR in Q1 2021 and held it in 9 quarters. The position peaked at $76.2M in Q4 2022. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

Polar Capital Holdings reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
Polar Capital Holdings sold 1,032,089 Smartsheet Inc. shares in Q2 2023, an estimated $49.3M.
Polar Capital Holdings first reported a position in Smartsheet Inc. in Q1 2021 and held it in 9 quarters.
Polar Capital Holdings's Smartsheet Inc. position peaked at $76.2M in Q4 2022.
344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Polar Capital Holdings's 13F filing for Q2 2023, filed 14 Aug 2023.