SP
SMAR

Summit Partners’s Smartsheet Inc. SMAR Stock Holding History

Summit Partners’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
2019
Q2 		– Sell
-1,408,620
Closed -$57.5M – 9
2019
Q1 		$57.5M Hold
1,408,620
– – 12.7% 3
2018
Q4 		$35M Sell
1,408,620
-1,000,000
-42% -$24.9M 5.46% 5
2018
Q3 		$75.3M Hold
2,408,620
– – 10.33% 2
2018
Q2 		$62.6M Buy
+2,408,620
New +$57.3M 7.78% 2

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BlackRock
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Capital World Investors
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JP Morgan Chase
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Tiger Global Management
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ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return