YC
SMAR

Yarbrough Capital’s Smartsheet Inc. SMAR Stock Holding History

Yarbrough Capital’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
2023
Q2 		– Sell
-6,706
Closed -$321K – 204
2023
Q1 		$321K Hold
6,706
– – 0.03% 171
2022
Q4 		$264K Hold
6,706
– – 0.02% 152
2022
Q3 		$230K Hold
6,706
– – 0.02% 176
2022
Q2 		$211K Sell
6,706
-1,397
-17% -$57.9K 0.02% 175
2022
Q1 		$444K Buy
8,103
+1,397
+21% +$79.8K 0.03% 151
2021
Q4 		$519K Buy
+6,706
New +$468K 0.03% 137

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Yarbrough Capital's SMAR Position: Q2 2023 in Review

Yarbrough Capital sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 6,706 shares — an estimated $321K sold.

Yarbrough Capital first reported a position in SMAR in Q4 2021 and held it in 6 quarters. The position peaked at $519K in Q4 2021. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

  • Yarbrough Capital reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
  • Yarbrough Capital sold 6,706 Smartsheet Inc. shares in Q2 2023, an estimated $321K.
  • Yarbrough Capital first reported a position in Smartsheet Inc. in Q4 2021 and held it in 6 quarters.
  • Yarbrough Capital's Smartsheet Inc. position peaked at $519K in Q4 2021.
  • 344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Yarbrough Capital's 13F filing for Q2 2023, filed 13 Jul 2023.