WHP
SMAR

Washington Harbour Partners’s Smartsheet Inc. SMAR Stock Holding History

Washington Harbour 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
2024
Q3 		– Sell
-86,034
Closed -$3.79M – 29
2024
Q2 		$3.79M Sell
86,034
-7,000
-8% -$279K 6.62% 7
2024
Q1 		$3.58M Buy
93,034
+1,000
+1% +$43.6K 5.8% 8
2023
Q4 		$4.4M Buy
92,034
+36,000
+64% +$1.53M 8.44% 1
2023
Q3 		$2.27M Hold
56,034
– – 5.27% 7
2023
Q2 		$2.14M Sell
56,034
-27,500
-33% -$1.19M 4.28% 10
2023
Q1 		$3.99M Sell
83,534
-146,622
-64% -$6.38M 7.62% 5
2022
Q4 		$9.06M Buy
230,156
+27,861
+14% +$949K 15.24% 1
2022
Q3 		$6.95M Sell
202,295
-54,691
-21% -$1.85M 6.81% 5
2022
Q2 		$8.08M Buy
256,986
+36,986
+17% +$1.53M 5.47% 7
2022
Q1 		$12.1M Buy
+220,000
New +$12.6M 4.4% 13

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

Washington Harbour Partners's SMAR Position: Q3 2024 in Review

Washington Harbour Partners sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 86,034 shares — an estimated $3.79M sold.

Washington Harbour Partners first reported a position in SMAR in Q1 2022 and held it in 10 quarters. The position peaked at $12.1M in Q1 2022. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Washington Harbour Partners reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Washington Harbour Partners sold 86,034 Smartsheet Inc. shares in Q3 2024, an estimated $3.79M.
  • Washington Harbour Partners first reported a position in Smartsheet Inc. in Q1 2022 and held it in 10 quarters.
  • Washington Harbour Partners's Smartsheet Inc. position peaked at $12.1M in Q1 2022.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Washington Harbour Partners's 13F filing for Q3 2024, filed 14 Nov 2024.