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

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