Potrero Capital Research’s Smartsheet Inc. SMAR Stock Holding History

Potrero Capital Research’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	-105,000	Closed	-$5.02M	–	30
2023 Q1	$5.02M	Sell	105,000 -50,000	-32%	-$2.18M	2.99%	12
2022 Q4	$6.1M	Hold	155,000	–	–	4.03%	12
2022 Q3	$5.33M	Buy	+155,000	New	+$5.25M	3.64%	11
2022 Q2	–	Sell	-119,325	Closed	-$6.54M	–	63
2022 Q1	$6.54M	Buy	+119,325	New	+$6.82M	2.19%	17
2020 Q2	–	Sell	-30,000	Closed	-$1.25M	–	55
2020 Q1	$1.25M	Buy	+30,000	New	+$1.36M	0.88%	32

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

Potrero Capital Research's SMAR Position: Q2 2023 in Review

Potrero Capital Research sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 105,000 shares — an estimated $5.02M sold.

Potrero Capital Research first reported a position in SMAR in Q1 2020 and held it in 5 quarters. The position peaked at $6.54M in Q1 2022. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

Potrero Capital Research reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
Potrero Capital Research sold 105,000 Smartsheet Inc. shares in Q2 2023, an estimated $5.02M.
Potrero Capital Research first reported a position in Smartsheet Inc. in Q1 2020 and held it in 5 quarters.
Potrero Capital Research's Smartsheet Inc. position peaked at $6.54M in Q1 2022.
344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

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