VIM
SMAR

VELA Investment Management’s Smartsheet Inc. SMAR Stock Holding History

VELA Investment Management’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
Q4 		– Sell
-12,000
Closed -$664K – 178
2024
Q3 		$664K Hold
12,000
– – 0.21% 122
2024
Q2 		$529K Buy
12,000
+2,000
+20% +$79.7K 0.16% 129
2024
Q1 		$385K Buy
+10,000
New +$436K 0.13% 140

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VELA Investment Management's SMAR Position: Q4 2024 in Review

VELA Investment Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 12,291 shares — an estimated $680K sold.

VELA Investment Management first reported a position in SMAR in Q1 2024 and held it in 3 quarters. The position peaked at $680K in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • VELA Investment Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • VELA Investment Management sold 12,291 Smartsheet Inc. shares in Q4 2024, an estimated $680K.
  • VELA Investment Management first reported a position in Smartsheet Inc. in Q1 2024 and held it in 3 quarters.
  • VELA Investment Management's Smartsheet Inc. position peaked at $680K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on VELA Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.