WEO
SMAR

William E. Oberndorf’s Smartsheet Inc. SMAR Stock Holding History

William E. Oberndorf’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
-93,955
Closed -$4.14M – 11
2024
Q2 		$4.14M Hold
93,955
– – 7.26% 6
2024
Q1 		$3.62M Hold
93,955
– – 5.9% 8
2023
Q4 		$4.49M Buy
93,955
+33,818
+56% +$1.44M 7.32% 8
2023
Q3 		$2.43M Buy
60,137
+12,900
+27% +$529K 4.45% 7
2023
Q2 		$1.81M Buy
47,237
+7,676
+19% +$332K 2.87% 9
2023
Q1 		$1.89M Hold
39,561
– – 3.82% 9
2022
Q4 		$1.56M Sell
39,561
-12,000
-23% -$409K 3.67% 8
2022
Q3 		$1.77M Hold
51,561
– – 3.81% 6
2022
Q2 		$1.62M Hold
51,561
– – 3.63% 7
2022
Q1 		$2.83M Sell
51,561
-273,318
-84% -$15.6M 4.31% 6
2021
Q4 		$25.2M Hold
324,879
– – 29.53% 1
2021
Q3 		$22.4M Hold
324,879
– – 17.45% 3
2021
Q2 		$23.5M Hold
324,879
– – 16.15% 3
2021
Q1 		$20.8M Hold
324,879
– – 16.66% 2
2020
Q4 		$22.5M Hold
324,879
– – 10.09% 2
2020
Q3 		$16.1M Buy
324,879
+132,656
+69% +$6.4M 8.85% 2
2020
Q2 		$9.79M Buy
192,223
+24,478
+15% +$1.25M 4.85% 4
2020
Q1 		$6.96M Buy
+167,745
New +$7.61M 4.91% 4

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

William E. Oberndorf's SMAR Position: Q3 2024 in Review

William E. Oberndorf sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 93,955 shares — an estimated $4.14M sold.

William E. Oberndorf first reported a position in SMAR in Q1 2020 and held it in 18 quarters. The position peaked at $25.2M in Q4 2021. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • William E. Oberndorf reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • William E. Oberndorf sold 93,955 Smartsheet Inc. shares in Q3 2024, an estimated $4.14M.
  • William E. Oberndorf first reported a position in Smartsheet Inc. in Q1 2020 and held it in 18 quarters.
  • William E. Oberndorf's Smartsheet Inc. position peaked at $25.2M in Q4 2021.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on William E. Oberndorf's 13F filing for Q3 2024, filed 13 Nov 2024.