SPC
SMAR

Stony Point Capital’s Smartsheet Inc. SMAR Stock Holding History

Stony Point 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
2021
Q1 		– Sell
-129,618
Closed -$8.98M – 35
2020
Q4 		$8.98M Hold
129,618
– – 3.93% 11
2020
Q3 		$6.41M Sell
129,618
-70,400
-35% -$3.4M 3.2% 14
2020
Q2 		$10.2M Buy
200,018
+42,352
+27% +$2.16M 5.75% 4
2020
Q1 		$6.54M Hold
157,666
– – 5.63% 7
2019
Q4 		$7.08M Buy
+157,666
New +$6.52M 5.14% 9

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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stony Point Capital's SMAR Position: Q1 2021 in Review

Stony Point Capital sold out of Smartsheet Inc. (SMAR) in Q1 2021, closing a stake of 129,618 shares — an estimated $8.98M sold.

Stony Point Capital first reported a position in SMAR in Q4 2019 and held it in 5 quarters. The position peaked at $10.2M in Q2 2020. 278 funds tracked by Wall St. Rank hold SMAR as of Q1 2021.

  • Stony Point Capital reported no remaining Smartsheet Inc. position as of Q1 2021 after selling out during the quarter.
  • Stony Point Capital sold 129,618 Smartsheet Inc. shares in Q1 2021, an estimated $8.98M.
  • Stony Point Capital first reported a position in Smartsheet Inc. in Q4 2019 and held it in 5 quarters.
  • Stony Point Capital's Smartsheet Inc. position peaked at $10.2M in Q2 2020.
  • 278 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2021.

Based on Stony Point Capital's 13F filing for Q1 2021, filed 17 May 2021.