WCMNY
SMAR

Westchester Capital Management (New York)’s Smartsheet Inc. SMAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-922,626
Closed -$51.7M 206
2024
Q4
$51.7M Buy
922,626
+475,157
+106% +$26.6M 2.81% 8
2024
Q3
$24.8M Buy
+447,469
New +$24.8M 1.06% 22