WCM Investment Management
SMAR

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

WCM 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
-282,516
Closed -$15.6M – 331
2024
Q3 		$15.6M Sell
282,516
-141,350
-33% -$6.85M 0.04% 119
2024
Q2 		$18.5M Buy
423,866
+9,396
+2% +$375K 0.04% 107
2024
Q1 		$16M Buy
414,470
+3,592
+0.9% +$157K 0.04% 116
2023
Q4 		$19.8M Buy
410,878
+127,155
+45% +$5.42M 0.05% 96
2023
Q3 		$11.5M Buy
283,723
+5,560
+2% +$228K 0.03% 121
2023
Q2 		$10.6M Sell
278,163
-88,911
-24% -$3.85M 0.03% 132
2023
Q1 		$17.5M Buy
367,074
+2,025
+0.6% +$88.1K 0.06% 86
2022
Q4 		$14.4M Buy
365,049
+4,863
+1% +$166K 0.05% 94
2022
Q3 		$12.4M Buy
360,186
+10,188
+3% +$345K 0.04% 103
2022
Q2 		$11M Buy
349,998
+58,780
+20% +$2.44M 0.04% 120
2022
Q1 		$16M Buy
291,218
+60,090
+26% +$3.43M 0.04% 90
2021
Q4 		$17.9M Buy
231,128
+68,758
+42% +$4.8M 0.04% 82
2021
Q3 		$11.2M Buy
+162,370
New +$11.9M 0.03% 119

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

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

WCM Investment Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 282,516 shares — an estimated $15.6M sold.

WCM Investment Management first reported a position in SMAR in Q3 2021 and held it in 13 quarters. The position peaked at $19.8M in Q4 2023. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • WCM Investment Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • WCM Investment Management sold 282,516 Smartsheet Inc. shares in Q4 2024, an estimated $15.6M.
  • WCM Investment Management first reported a position in Smartsheet Inc. in Q3 2021 and held it in 13 quarters.
  • WCM Investment Management's Smartsheet Inc. position peaked at $19.8M in Q4 2023.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.