Royal Bank of Canada
SMAR

Royal Bank of Canada’s Smartsheet Inc. SMAR Stock Holding History

Royal Bank of Canada’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
-186,884
Closed -$10.5M – 7398
2024
Q4 		$10.5M Buy
186,884
+130,048
+229% +$7.28M ﹤0.01% 1764
2024
Q3 		$3.15M Sell
56,836
-10,590
-16% -$513K ﹤0.01% 2651
2024
Q2 		$2.97M Sell
67,426
-58,495
-46% -$2.33M ﹤0.01% 2592
2024
Q1 		$4.85M Sell
125,921
-50,389
-29% -$2.2M ﹤0.01% 2199
2023
Q4 		$8.43M Buy
176,310
+83,436
+90% +$3.56M ﹤0.01% 1837
2023
Q3 		$3.76M Sell
92,874
-96,060
-51% -$3.94M ﹤0.01% 2320
2023
Q2 		$7.23M Buy
188,934
+5,363
+3% +$232K ﹤0.01% 1826
2023
Q1 		$8.77M Buy
183,571
+106,793
+139% +$4.65M ﹤0.01% 1651
2022
Q4 		$3.02M Buy
76,778
+39,773
+107% +$1.36M ﹤0.01% 2552
2022
Q3 		$1.27M Buy
37,005
+364
+1% +$12.3K ﹤0.01% 3238
2022
Q2 		$1.15M Sell
36,641
-241,779
-87% -$10M ﹤0.01% 3370
2022
Q1 		$15.3M Buy
278,420
+221,173
+386% +$12.6M ﹤0.01% 1422
2021
Q4 		$4.43M Buy
57,247
+740
+1% +$51.7K ﹤0.01% 2465
2021
Q3 		$3.89M Buy
56,507
+18,162
+47% +$1.34M ﹤0.01% 2504
2021
Q2 		$2.77M Buy
38,345
+18,843
+97% +$1.18M ﹤0.01% 2778
2021
Q1 		$1.25M Sell
19,502
-8,027
-29% -$562K ﹤0.01% 3391
2020
Q4 		$1.91M Buy
27,529
+2,993
+12% +$175K ﹤0.01% 2963
2020
Q3 		$1.21M Buy
24,536
+2,240
+10% +$108K ﹤0.01% 3099
2020
Q2 		$1.14M Buy
22,296
+12,650
+131% +$644K ﹤0.01% 3063
2020
Q1 		$400K Buy
9,646
+4,588
+91% +$208K ﹤0.01% 3811
2019
Q4 		$227K Buy
5,058
+58
+1% +$2.4K ﹤0.01% 4555
2019
Q3 		$180K Sell
5,000
-190
-4% -$9.05K ﹤0.01% 4509
2019
Q2 		$251K Buy
5,190
+6
+0.1% +$255 ﹤0.01% 4328
2019
Q1 		$212K Buy
5,184
+1,110
+27% +$38.4K ﹤0.01% 4328
2018
Q4 		$101K Buy
4,074
+2,981
+273% +$74.1K ﹤0.01% 4717
2018
Q3 		$34K Buy
1,093
+993
+993% +$26.5K ﹤0.01% 5420
2018
Q2 		$3K Buy
+100
New +$2.38K ﹤0.01% 6194

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

Royal Bank of Canada's SMAR Position: Q1 2025 in Review

Royal Bank of Canada sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 186,884 shares — an estimated $10.5M sold.

Royal Bank of Canada first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $15.3M in Q1 2022. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Royal Bank of Canada reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 186,884 Smartsheet Inc. shares in Q1 2025, an estimated $10.5M.
  • Royal Bank of Canada first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • Royal Bank of Canada's Smartsheet Inc. position peaked at $15.3M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Royal Bank of Canada's 13F filing for Q1 2025, filed 15 May 2025.