William Blair & Company’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-62,902
Closed -$3.52M 1894
2024
Q4
$3.52M Sell
62,902
-9,905
-14% -$555K 0.01% 581
2024
Q3
$4.03M Sell
72,807
-174,838
-71% -$9.68M 0.01% 546
2024
Q2
$10.9M Sell
247,645
-73,060
-23% -$3.22M 0.03% 312
2024
Q1
$12.3M Sell
320,705
-2,882
-0.9% -$111K 0.04% 297
2023
Q4
$15.5M Sell
323,587
-18,881
-6% -$903K 0.05% 244
2023
Q3
$13.9M Sell
342,468
-4,399
-1% -$178K 0.05% 252
2023
Q2
$13.3M Sell
346,867
-11,945
-3% -$457K 0.05% 273
2023
Q1
$17.2M Buy
358,812
+19,193
+6% +$917K 0.07% 227
2022
Q4
$13.4M Sell
339,619
-9,723
-3% -$383K 0.06% 258
2022
Q3
$12M Sell
349,342
-18,604
-5% -$639K 0.06% 265
2022
Q2
$11.6M Sell
367,946
-44,831
-11% -$1.41M 0.05% 276
2022
Q1
$22.6M Sell
412,777
-1,846
-0.4% -$101K 0.08% 206
2021
Q4
$32.1M Buy
414,623
+4,109
+1% +$318K 0.1% 183
2021
Q3
$28.3M Buy
410,514
+5,352
+1% +$368K 0.1% 186
2021
Q2
$29.3M Buy
405,162
+39,090
+11% +$2.83M 0.1% 179
2021
Q1
$23.4M Buy
366,072
+14,152
+4% +$905K 0.09% 205
2020
Q4
$24.4M Sell
351,920
-1,252
-0.4% -$86.8K 0.09% 190
2020
Q3
$17.5M Sell
353,172
-8,892
-2% -$439K 0.07% 204
2020
Q2
$18.4M Buy
362,064
+8,995
+3% +$458K 0.09% 191
2020
Q1
$14.7M Buy
353,069
+36,571
+12% +$1.52M 0.09% 181
2019
Q4
$14.2M Sell
316,498
-27,237
-8% -$1.22M 0.07% 226
2019
Q3
$12.4M Sell
343,735
-579,119
-63% -$20.9M 0.07% 235
2019
Q2
$44.7M Buy
922,854
+332,064
+56% +$16.1M 0.26% 95
2019
Q1
$24.1M Buy
590,790
+537,885
+1,017% +$21.9M 0.15% 145
2018
Q4
$1.32M Sell
52,905
-2,853
-5% -$70.9K 0.01% 621
2018
Q3
$1.74M Sell
55,758
-24,667
-31% -$771K 0.01% 588
2018
Q2
$2.09M Buy
+80,425
New +$2.09M 0.01% 547