SMAR

SMAR

SMAR

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q1 May 1, 2024 Optimist Fund 27.8% 49.2% ACVA, CRCT, CVNA, DASH, HFG GR, SMAR, UBER, W, XPOF -
2024 Q1 Apr 15, 2024 Artisan Partners Small Cap Fund 9.0% 14.0% ARGX, BL, CCCS, ELF, FRPT, HALO, IPGP, LSCC, MPWR, MYRG, PCOR, RGEN, SHLS, SMAR, VMI -
2024 Q1 Apr 15, 2024 Carillon Eagle Small Cap Growth Fund 0.0% 0.0% CELH, FIVE, FRSH, MKTX, SMAR, SMCI, VKTX, VNOM, WCC, WING -
2024 Q1 Apr 15, 2024 TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy 5.9% 5.9% ASND, BMBL, EME, ESAB, FIVE, FND, FROG, GLBE, IAS, KRYS, MTN, NICE IT, ONTO, SMAR, SWAV, VC, WNS -
2024 Q1 Apr 15, 2024 TimesSquare Capital Management U.S. Small Cap Growth Strategy 6.2% 0.0% ASND, BJ, BOOT, EME, ESAB, FLYW, FROG, KRYS, MTDR, ONTO, PRA, RAPT, SMAR, SWAV, VCTR, VERX, WING, WNS -
2024 Q1 Apr 15, 2024 TimesSquare Capital Management U.S. Mid Cap Growth Strategy 4.8% 0.0% APTV, EHC, EME, ESTC, FIVE, HXL, IBKR, LEGN, NICE IT, ORLY, RNR, SMAR, SWAV, VRSK, WCN -
2023 Q4 Dec 31, 2023 Artisan Partners Small Cap Fund 9.0% 14.0% ARGX, BL, ELF, FRPT, HALO, IPGP, LSCC, MYRG, NQG GR, NTBL, PCOR, SHLS, SMAR, VMI, WING -
2022 Q4 Dec 31, 2022 Baron Discovery Fund 13.5% 9.3% ALGM, AXON, CDNA, DH, FORG, GTLS, MEG, QLYS, RVNC, SMAR -
2024 Q3 Oct 16, 2024 Optimist Fund 27.8% 49.2% CVNA, FA, RVLV, SMAR, SWIM, W -
2024 Q3 Sep 30, 2024 TimesSquare Capital Management U.S. Mid Cap Growth Strategy 4.8% 0.0% ARGX, BJ, CRWD, DASH, FND, IAC, ICON, IOT, MCHP, ORLY, OS, PINS, PR, ROST, RRX, SMAR, TSCO, VEEV, VRSK -
2024 Q3 Sep 30, 2024 Meridian Growth Fund 6.8% 0.0% COO, DOCS, GFS, OKTA, SMAR, ZD -
2022 Q3 Sep 30, 2022 Baron Discovery Fund 13.5% 9.3% AXON, CDNA, CWAN, DH, PING, RVNC, SFOR LN, SILK, SMAR, TXRH, WOOF -
2023 Q2 Jul 27, 2023 Carillon Eagle Small Cap Growth Fund 0.0% 0.0% CELH, FGEN, KNSL, MSA, SLAB, SMAR, SPT, SUM, WWD, XPOF -
2024 Q2 Jul 16, 2024 Optimist Fund 27.8% 49.2% CVNA, DASH, MNDY, SMAR, UBER, W -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
No pitches found.

BSD Shareholders of SMAR

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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