SF
SMAR

Scott Ferguson’s Smartsheet Inc. SMAR Stock Holding History

Scott Ferguson’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
-1,670,000
Closed -$65.7M – 19
2022
Q4 		$65.7M Hold
1,670,000
– – 2.57% 9
2022
Q3 		$57.4M Buy
1,670,000
+325,000
+24% +$11M 2.14% 9
2022
Q2 		$42.3M Buy
+1,345,000
New +$55.7M 1.27% 15

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Scott Ferguson's SMAR Position: Q1 2023 in Review

Scott Ferguson sold out of Smartsheet Inc. (SMAR) in Q1 2023, closing a stake of 1,670,000 shares — an estimated $65.7M sold.

Scott Ferguson first reported a position in SMAR in Q2 2022 and held it in 3 quarters. The position peaked at $65.7M in Q4 2022. 358 funds tracked by Wall St. Rank hold SMAR as of Q1 2023.

  • Scott Ferguson reported no remaining Smartsheet Inc. position as of Q1 2023 after selling out during the quarter.
  • Scott Ferguson sold 1,670,000 Smartsheet Inc. shares in Q1 2023, an estimated $65.7M.
  • Scott Ferguson first reported a position in Smartsheet Inc. in Q2 2022 and held it in 3 quarters.
  • Scott Ferguson's Smartsheet Inc. position peaked at $65.7M in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2023.

Based on Sachem Head Capital Management's 13F filing for Q1 2023, filed 15 May 2023.