Westfield Capital Management
SMAR

Westfield Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Westfield Capital 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
Q3 		– Sell
-1,421,010
Closed -$62.6M – 288
2024
Q2 		$62.6M Sell
1,421,010
-965,262
-40% -$38.5M 0.31% 105
2024
Q1 		$91.9M Sell
2,386,272
-320,671
-12% -$14M 0.48% 64
2023
Q4 		$129M Buy
2,706,943
+224,513
+9% +$9.57M 0.75% 26
2023
Q3 		$100M Sell
2,482,430
-113,302
-4% -$4.65M 0.68% 38
2023
Q2 		$99.3M Buy
2,595,732
+1,193,319
+85% +$51.6M 0.63% 41
2023
Q1 		$67M Sell
1,402,413
-28,766
-2% -$1.25M 0.47% 77
2022
Q4 		$56.3M Buy
1,431,179
+113,534
+9% +$3.87M 0.43% 92
2022
Q3 		$45.3M Buy
1,317,645
+347,979
+36% +$11.8M 0.36% 107
2022
Q2 		$30.5M Buy
969,666
+90,388
+10% +$3.75M 0.24% 142
2022
Q1 		$48.2M Buy
879,278
+170,067
+24% +$9.71M 0.31% 113
2021
Q4 		$54.9M Buy
709,211
+153,305
+28% +$10.7M 0.33% 104
2021
Q3 		$38.3M Buy
555,906
+171,303
+45% +$12.6M 0.23% 145
2021
Q2 		$27.8M Buy
+384,603
New +$24M 0.17% 161
2021
Q1 		– Sell
-461,760
Closed -$32M – 289
2020
Q4 		$32M Sell
461,760
-120,697
-21% -$7.07M 0.19% 154
2020
Q3 		$28.8M Buy
+582,457
New +$28.1M 0.19% 151
2019
Q4 		– Sell
-399,155
Closed -$14.4M – 256
2019
Q3 		$14.4M Buy
399,155
+182,311
+84% +$8.68M 0.12% 172
2019
Q2 		$10.5M Sell
216,844
-13,154
-6% -$559K 0.08% 193
2019
Q1 		$9.38M Sell
229,998
-256,970
-53% -$8.88M 0.07% 198
2018
Q4 		$12.1M Buy
+486,968
New +$12.1M 0.1% 183

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 $16.4B AUM 55.44% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $23.2M AUM 39.97% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Westfield Capital Management's SMAR Position: Q3 2024 in Review

Westfield Capital Management sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 1,421,010 shares — an estimated $62.6M sold.

Westfield Capital Management first reported a position in SMAR in Q4 2018 and held it in 19 quarters. The position peaked at $129M in Q4 2023. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Westfield Capital Management reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Westfield Capital Management sold 1,421,010 Smartsheet Inc. shares in Q3 2024, an estimated $62.6M.
  • Westfield Capital Management first reported a position in Smartsheet Inc. in Q4 2018 and held it in 19 quarters.
  • Westfield Capital Management's Smartsheet Inc. position peaked at $129M in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Westfield Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.