ZIM
SMAR

Zacks Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Zacks Investment 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
Q4 		– Sell
-82,200
Closed -$4.55M – 786
2024
Q3 		$4.55M Buy
+82,200
New +$3.98M 0.04% 228
2024
Q1 		– Sell
-117,006
Closed -$5.6M – 726
2023
Q4 		$5.6M Buy
117,006
+136
+0.1% +$5.8K 0.07% 180
2023
Q3 		$4.73M Buy
116,870
+676
+0.6% +$27.7K 0.06% 190
2023
Q2 		$4.45M Sell
116,194
-78,155
-40% -$3.38M 0.06% 194
2023
Q1 		$9.29M Buy
+194,349
New +$8.46M 0.12% 141

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 $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Zacks Investment Management's SMAR Position: Q4 2024 in Review

Zacks Investment Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 82,200 shares — an estimated $4.55M sold.

Zacks Investment Management first reported a position in SMAR in Q1 2023 and held it in 5 quarters. The position peaked at $9.29M in Q1 2023. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Zacks Investment Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Zacks Investment Management sold 82,200 Smartsheet Inc. shares in Q4 2024, an estimated $4.55M.
  • Zacks Investment Management first reported a position in Smartsheet Inc. in Q1 2023 and held it in 5 quarters.
  • Zacks Investment Management's Smartsheet Inc. position peaked at $9.29M in Q1 2023.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.