PI
SMAR

Putnam Investments’s Smartsheet Inc. SMAR Stock Holding History

Putnam 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
2023
Q4 		$4.56M Sell
95,438
-3,470
-4% -$148K 0.01% 460
2023
Q3 		$4M Sell
98,908
-150
-0.2% -$6.16K 0.01% 481
2023
Q2 		$3.79M Sell
99,058
-8,420
-8% -$364K 0.01% 522
2023
Q1 		$5.14M Sell
107,478
-6,873
-6% -$299K 0.01% 438
2022
Q4 		$4.5M Buy
114,351
+20,830
+22% +$710K 0.01% 467
2022
Q3 		$3.21M Buy
+93,521
New +$3.17M 0.01% 582

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Putnam Investments's SMAR Position: Q4 2023 in Review

Putnam Investments reduced its Smartsheet Inc. (SMAR) stake by 3.5% in Q4 2023, selling an estimated $148K and leaving 95,438 shares worth $4.56M. The position accounts for 0.01% of the portfolio, ranked #460.

Putnam Investments first reported a position in SMAR in Q3 2022 and has held it in 6 quarters since. The position peaked at $5.14M in Q1 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • Putnam Investments held 95,438 shares of Smartsheet Inc. worth $4.56M as of Q4 2023.
  • Putnam Investments sold 3,470 Smartsheet Inc. shares in Q4 2023, an estimated $148K.
  • Smartsheet Inc. made up 0.01% of Putnam Investments's portfolio in Q4 2023, its #460 holding.
  • Putnam Investments first reported a position in Smartsheet Inc. in Q3 2022 and has held it in 6 quarters since.
  • Putnam Investments's Smartsheet Inc. position peaked at $5.14M in Q1 2023.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.