Bank of New York Mellon
SMAR

Bank of New York Mellon’s Smartsheet Inc. SMAR Stock Holding History

Bank of New York Mellon’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
2025
Q1 		– Sell
-642,415
Closed -$36M – 4201
2024
Q4 		$36M Sell
642,415
-71,058
-10% -$3.98M 0.01% 1221
2024
Q3 		$39.5M Sell
713,473
-73,994
-9% -$3.59M 0.01% 1179
2024
Q2 		$34.7M Buy
787,467
+97,829
+14% +$3.9M 0.01% 1242
2024
Q1 		$26.6M Sell
689,638
-38,905
-5% -$1.7M 0.01% 1416
2023
Q4 		$34.8M Buy
728,543
+16,529
+2% +$704K 0.01% 1285
2023
Q3 		$28.8M Buy
712,014
+16,087
+2% +$660K 0.01% 1334
2023
Q2 		$26.6M Sell
695,927
-48,847
-7% -$2.11M 0.01% 1393
2023
Q1 		$35.6M Sell
744,774
-70,339
-9% -$3.06M 0.01% 1211
2022
Q4 		$32.1M Buy
815,113
+10,006
+1% +$341K 0.01% 1269
2022
Q3 		$27.7M Sell
805,107
-218,977
-21% -$7.42M 0.01% 1308
2022
Q2 		$32.2M Buy
1,024,084
+408,092
+66% +$16.9M 0.01% 1253
2022
Q1 		$33.7M Sell
615,992
-140,317
-19% -$8.01M 0.01% 1358
2021
Q4 		$58.6M Buy
756,309
+31,326
+4% +$2.19M 0.01% 1039
2021
Q3 		$49.9M Sell
724,983
-61,491
-8% -$4.52M 0.01% 1132
2021
Q2 		$56.9M Buy
786,474
+12,597
+2% +$786K 0.01% 1055
2021
Q1 		$49.5M Buy
773,877
+8,179
+1% +$572K 0.01% 1121
2020
Q4 		$53.1M Buy
765,698
+91,007
+13% +$5.33M 0.01% 1015
2020
Q3 		$33.3M Buy
674,691
+170,369
+34% +$8.23M 0.01% 1146
2020
Q2 		$25.7M Buy
504,322
+171,846
+52% +$8.75M 0.01% 1279
2020
Q1 		$13.8M Buy
332,476
+6,861
+2% +$311K ﹤0.01% 1518
2019
Q4 		$14.6M Buy
325,615
+36,246
+13% +$1.5M ﹤0.01% 1749
2019
Q3 		$10.4M Sell
289,369
-4,276
-1% -$204K ﹤0.01% 1906
2019
Q2 		$14.2M Buy
293,645
+284,798
+3,219% +$12.1M ﹤0.01% 1759
2019
Q1 		$361K Sell
8,847
-2,429
-22% -$84K ﹤0.01% 3672
2018
Q4 		$280K Buy
11,276
+2,465
+28% +$61.3K ﹤0.01% 3739
2018
Q3 		$275K Sell
8,811
-47
-0.5% -$1.25K ﹤0.01% 3852
2018
Q2 		$230K Buy
+8,858
New +$211K ﹤0.01% 3895

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of New York Mellon's SMAR Position: Q1 2025 in Review

Bank of New York Mellon sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 642,415 shares — an estimated $36M sold.

Bank of New York Mellon first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $58.6M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Bank of New York Mellon reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 642,415 Smartsheet Inc. shares in Q1 2025, an estimated $36M.
  • Bank of New York Mellon first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • Bank of New York Mellon's Smartsheet Inc. position peaked at $58.6M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Bank of New York Mellon's 13F filing for Q1 2025, filed 29 Apr 2025.