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

Other funds holding SMAR

IHG

Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Summit Partners's SMAR Position: Q2 2019 in Review

Summit Partners sold out of Smartsheet Inc. (SMAR) in Q2 2019, closing a stake of 1,408,620 shares — an estimated $57.5M sold.

Summit Partners first reported a position in SMAR in Q2 2018 and held it in 4 quarters. The position peaked at $75.3M in Q3 2018. 221 funds tracked by Wall St. Rank hold SMAR as of Q2 2019.

Summit Partners reported no remaining Smartsheet Inc. position as of Q2 2019 after selling out during the quarter.
Summit Partners sold 1,408,620 Smartsheet Inc. shares in Q2 2019, an estimated $57.5M.
Summit Partners first reported a position in Smartsheet Inc. in Q2 2018 and held it in 4 quarters.
Summit Partners's Smartsheet Inc. position peaked at $75.3M in Q3 2018.
221 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2019.

Based on Summit Partners's 13F filing for Q2 2019, filed 1 Aug 2019.