Vista Equity Partners Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,466,672
| Closed | -$362M | – | 3 |
|
|
2024
Q4 | $362M | Hold |
6,466,672
| – | – | 21.59% | 3 |
|
|
2024
Q3 | $358M | Hold |
6,466,672
| – | – | 10.32% | 4 |
|
|
2024
Q2 | $285M | Buy |
6,466,672
+4,343,872
| +205% | +$191M | 7.58% | 4 |
|
|
2024
Q1 | $81.7M | Buy |
2,122,800
+1,759,529
| +484% | +$67.7M | 2.19% | 4 |
|
|
2023
Q4 | $17.4M | Sell |
363,271
-155,905
| -30% | -$7.46M | 0.42% | 15 |
|
|
2023
Q3 | $21M | Sell |
519,176
-216,140
| -29% | -$8.75M | 0.53% | 10 |
|
|
2023
Q2 | $28.1M | Buy |
735,316
+306,069
| +71% | +$11.7M | 0.64% | 8 |
|
|
2023
Q1 | $20.5M | Buy |
429,247
+151,177
| +54% | +$7.23M | 0.27% | 12 |
|
|
2022
Q4 | $10.9M | Sell |
278,070
-234,235
| -46% | -$9.22M | 0.17% | 16 |
|
|
2022
Q3 | $17.6M | Buy |
512,305
+107,462
| +27% | +$3.69M | 0.28% | 16 |
|
|
2022
Q2 | $12.7M | Sell |
404,843
-246,213
| -38% | -$7.74M | 0.22% | 19 |
|
|
2022
Q1 | $35.7M | Buy |
651,056
+248,800
| +62% | +$13.6M | 0.31% | 11 |
|
|
2021
Q4 | $31.2M | Sell |
402,256
-59,551
| -13% | -$4.61M | 0.24% | 18 |
|
|
2021
Q3 | $31.8M | Buy |
461,807
+58,684
| +15% | +$4.04M | 0.31% | 13 |
|
|
2021
Q2 | $29.2M | Buy |
+403,123
| New | +$29.2M | 0.32% | 16 |
|