SI
SMAR

Stephens Inc’s Smartsheet Inc. SMAR Stock Holding History

Stephens Inc’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
Q1 		– Sell
-2,668
Closed -$207K – 1415
2021
Q4 		$207K Buy
+2,668
New +$186K ﹤0.01% 1198
2019
Q3 		– Sell
-14,357
Closed -$695K – 1213
2019
Q2 		$695K Buy
+14,357
New +$610K 0.02% 670

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 $704M AUM 6.25% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Stephens Inc's SMAR Position: Q1 2022 in Review

Stephens Inc sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 2,668 shares — an estimated $207K sold.

Stephens Inc first reported a position in SMAR in Q2 2019 and held it in 2 quarters. The position peaked at $695K in Q2 2019. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Stephens Inc reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
  • Stephens Inc sold 2,668 Smartsheet Inc. shares in Q1 2022, an estimated $207K.
  • Stephens Inc first reported a position in Smartsheet Inc. in Q2 2019 and held it in 2 quarters.
  • Stephens Inc's Smartsheet Inc. position peaked at $695K in Q2 2019.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Stephens Inc's 13F filing for Q1 2022, filed 4 May 2022.