SCA
SMAR

Spearhead Capital Advisors’s Smartsheet Inc. SMAR Stock Holding History

Spearhead Capital Advisors’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
2022
Q2 		– Sell
-4,381
Closed -$240K – 216
2022
Q1 		$240K Sell
4,381
-2,030
-32% -$116K 0.03% 168
2021
Q4 		$497K Buy
6,411
+73
+1% +$5.1K 0.06% 102
2021
Q3 		$436K Sell
6,338
-9
-0.1% -$662 0.06% 116
2021
Q2 		$459K Buy
6,347
+904
+17% +$56.4K 0.06% 120
2021
Q1 		$348K Buy
5,443
+399
+8% +$27.9K 0.05% 125
2020
Q4 		$349K Buy
5,044
+127
+3% +$7.44K 0.06% 129
2020
Q3 		$243K Buy
4,917
+365
+8% +$17.6K 0.05% 157
2020
Q2 		$232K Buy
+4,552
New +$232K 0.05% 140

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
AllianceBernstein
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Spearhead Capital Advisors's SMAR Position: Q2 2022 in Review

Spearhead Capital Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2022, closing a stake of 4,381 shares — an estimated $240K sold.

Spearhead Capital Advisors first reported a position in SMAR in Q2 2020 and held it in 8 quarters. The position peaked at $497K in Q4 2021. 302 funds tracked by Wall St. Rank hold SMAR as of Q2 2022.

  • Spearhead Capital Advisors reported no remaining Smartsheet Inc. position as of Q2 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 4,381 Smartsheet Inc. shares in Q2 2022, an estimated $240K.
  • Spearhead Capital Advisors first reported a position in Smartsheet Inc. in Q2 2020 and held it in 8 quarters.
  • Spearhead Capital Advisors's Smartsheet Inc. position peaked at $497K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2022.

Based on Spearhead Capital Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.