RC
SMAR

Roubaix Capital’s Smartsheet Inc. SMAR Stock Holding History

Roubaix Capital’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
Q1 		– Sell
-73,291
Closed -$2.88M – 60
2022
Q4 		$2.88M Buy
73,291
+42,394
+137% +$1.44M 2.34% 14
2022
Q3 		$1.06M Buy
+30,897
New +$1.05M 0.95% 39

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roubaix Capital's SMAR Position: Q1 2023 in Review

Roubaix Capital sold out of Smartsheet Inc. (SMAR) in Q1 2023, closing a stake of 73,291 shares — an estimated $2.88M sold.

Roubaix Capital first reported a position in SMAR in Q3 2022 and held it in 2 quarters. The position peaked at $2.88M in Q4 2022. 358 funds tracked by Wall St. Rank hold SMAR as of Q1 2023.

  • Roubaix Capital reported no remaining Smartsheet Inc. position as of Q1 2023 after selling out during the quarter.
  • Roubaix Capital sold 73,291 Smartsheet Inc. shares in Q1 2023, an estimated $2.88M.
  • Roubaix Capital first reported a position in Smartsheet Inc. in Q3 2022 and held it in 2 quarters.
  • Roubaix Capital's Smartsheet Inc. position peaked at $2.88M in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2023.

Based on Roubaix Capital's 13F filing for Q1 2023, filed 9 May 2023.