Smartbird, Inc.
BIRD- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001653909
In the last 90 days, Smartbird, Inc. insiders filed 0 open-market purchases and 4 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $5.99M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Smartbird, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 43
- +6 vs. Q1 2026
- Shares held
- 1.50M
- +58.8K (+4.1%) vs. Q1 2026
- Total value
- $5.99M
- +$1.66M (+38.5%) vs. Q1 2026
- New holders
- 16
- 8 more added
- Sold out
- 10
- 10 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BIRD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 43 | $5.99M |
| Q1 2026 | 38 | $4.32M |
| Q4 2025 | 39 | $6.07M |
| Q3 2025 | 45 | $8.21M |
| Q2 2025 | 43 | $19.1M |
| Q1 2025 | 45 | $8.98M |
| Q4 2024 | 53 | $9.81M |
| Q3 2024 | 50 | $16.2M |
| Q2 2024 | 111 | $15.1M |
| Q1 2024 | 99 | $26.0M |
| Q4 2023 | 111 | $48.7M |
| Q3 2023 | 125 | $42.1M |
| Q2 2023 | 125 | $43.8M |
| Q1 2023 | 126 | $45.1M |
| Q4 2022 | 153 | $103.8M |
| Q3 2022 | 155 | $150.5M |
| Q2 2022 | 149 | $190.6M |
| Q1 2022 | 129 | $250.0M |
| Q4 2021 | 96 | $520.9M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 720,365 | $2.88M | 0.00% | −104,498−12.7% | Reduced |
| Vanguard Capital Management LLC | 214,233 | $856.9K | 0.00% | +5,814+2.8% | Added |
| BlackRock, Inc. | 80,861 | $323.4K | 0.00% | +5,884+7.8% | Added |
| Anson Funds Management LP | 64,304 | $257.2K | 0.02% | +64,304 | New |
| Geode Capital Management, LLC | 61,165 | $244.7K | 0.00% | −6,629−9.8% | Reduced |
| Cygnus Capital Advisors, LLC | 46,499 | $186.0K | 0.13% | +46,499 | New |
| Vanguard Fiduciary Trust Co | 42,391 | $169.6K | 0.00% | +13,891+48.7% | Added |
| HRT Financial LP | 40,322 | $161.0K | 0.00% | +40,322 | New |
| UBS Group AG | 27,849 | $111.4K | 0.00% | +21,637+348.3% | Added |
| Spark Investment Management LLC | 27,634 | $110.5K | 0.22% | −30,000−52.1% | Reduced |
| JPMorgan Chase & Co | 24,151 | $103.6K | 0.00% | +24,147+603,675.0% | Added |
| Jane Street Group, LLC | 24,585 | $98.3K | 0.00% | +24,585 | New |
| Aspiriant, LLC | 20,853 | $83.4K | 0.00% | +20,853 | New |
| State Street Corp | 19,714 | $78.9K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 18,228 | $72.9K | 0.00% | +18,228 | New |
| Virtu Financial LLC | 17,562 | $70.0K | 0.00% | +17,562 | New |
| Northern Trust Corp | 15,147 | $60.6K | 0.00% | −50.0% | Reduced |
| Finley Financial, LLC | 10,000 | $40.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,039 | $16.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,704 | $14.8K | 0.00% | +412+12.5% | Added |
| Spire Wealth Management | 3,000 | $12.0K | 0.00% | +3,000 | New |
| Morgan Stanley | 2,048 | $8.19K | 0.00% | −1,419−40.9% | Reduced |
| Vanguard Global Advisers, LLC | 1,780 | $7.12K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,709 | $6.84K | 0.00% | +1,706+56,866.7% | Added |
| Farther Finance Advisors, LLC | 1,008 | $4.03K | 0.00% | +1,008 | New |
| Advisor Group Holdings, Inc. | 578 | $2.31K | 0.00% | +470+435.2% | Added |
| Royal Bank of Canada | 488 | $2.00K | 0.00% | −2,235−82.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 441 | $1.76K | 0.00% | +441 | New |
| Group One Trading, L.P. | 199 | $796 | 0.00% | −100−33.4% | Reduced |
| EverSource Wealth Advisors, LLC | 100 | $400 | 0.00% | +100 | New |
| BNP Paribas Arbitrage, SA | 94 | $376 | 0.00% | −3,865−97.6% | Reduced |
| Wells Fargo & Company | 75 | $300 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 36 | $143 | 0.00% | +36 | New |
| National Bank of Canada | 25 | $100 | 0.00% | −16−39.0% | Reduced |
| Jones Financial Companies LLLP | 20 | $88 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $80 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 10 | $40 | 0.00% | +10 | New |
| Strive Financial Group ,LLC | 7 | $28 | 0.00% | +7 | New |
| Harbour Investments, Inc. | 6 | $24 | 0.00% | +6 | New |
| Millstone Evans Group, LLC | 5 | $20 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $8 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1 | $4 | 0.00% | −1,102−99.9% | Reduced |
| Gilpin Wealth Management, LLC | 1 | $4 | 0.00% | +1 | New |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −42,120−100.0% | Sold out |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −13,070−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −11,188−100.0% | Sold out |
| Trellis Wealth Advisors LLC | 0 | $0 | 0.00% | −10,687−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |