RCM
SMAR

Raleigh Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Raleigh Capital 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
-565
Closed -$31.3K – 1074
2024
Q3 		$31.3K Buy
+565
New +$27.4K 0.01% 381
2024
Q1 		– Sell
-309
Closed -$14.8K – 1204
2023
Q4 		$14.8K Buy
309
+44
+17% +$1.88K 0.01% 500
2023
Q3 		$10.7K Buy
265
+99
+60% +$4.06K 0.01% 501
2023
Q2 		$6.35K Buy
166
+15
+10% +$649 ﹤0.01% 593
2023
Q1 		$7.22K Buy
+151
New +$6.57K ﹤0.01% 563

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Raleigh Capital Management's SMAR Position: Q4 2024 in Review

Raleigh Capital Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 565 shares — an estimated $31.3K sold.

Raleigh Capital Management first reported a position in SMAR in Q1 2023 and held it in 5 quarters. The position peaked at $31.3K in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Raleigh Capital Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 565 Smartsheet Inc. shares in Q4 2024, an estimated $31.3K.
  • Raleigh Capital Management first reported a position in Smartsheet Inc. in Q1 2023 and held it in 5 quarters.
  • Raleigh Capital Management's Smartsheet Inc. position peaked at $31.3K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Raleigh Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.