TC
SMAR

TwinBeech Capital’s Smartsheet Inc. SMAR Stock Holding History

TwinBeech 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
2024
Q3 		– Sell
-158,333
Closed -$6.98M – 947
2024
Q2 		$6.98M Buy
158,333
+89,914
+131% +$3.58M 0.14% 180
2024
Q1 		$2.63M Buy
+68,419
New +$2.98M 0.05% 304
2023
Q4 		– Sell
-299,434
Closed -$12.1M – 950
2023
Q3 		$12.1M Buy
+299,434
New +$12.3M 0.23% 123
2023
Q2 		– Sell
-136,075
Closed -$6.5M – 911
2023
Q1 		$6.5M Buy
136,075
+80,222
+144% +$3.49M 0.13% 203
2022
Q4 		$2.2M Buy
+55,853
New +$1.9M 0.04% 422
2022
Q2 		– Sell
-105,753
Closed -$5.79M – 764
2022
Q1 		$5.79M Buy
+105,753
New +$6.04M 0.26% 116
2020
Q4 		– Sell
-9,163
Closed -$453K – 658
2020
Q3 		$453K Buy
+9,163
New +$442K 0.1% 283

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

TwinBeech Capital's SMAR Position: Q3 2024 in Review

TwinBeech Capital sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 158,333 shares — an estimated $6.98M sold.

TwinBeech Capital first reported a position in SMAR in Q3 2020 and held it in 7 quarters. The position peaked at $12.1M in Q3 2023. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • TwinBeech Capital reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • TwinBeech Capital sold 158,333 Smartsheet Inc. shares in Q3 2024, an estimated $6.98M.
  • TwinBeech Capital first reported a position in Smartsheet Inc. in Q3 2020 and held it in 7 quarters.
  • TwinBeech Capital's Smartsheet Inc. position peaked at $12.1M in Q3 2023.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on TwinBeech Capital's 13F filing for Q3 2024, filed 14 Nov 2024.