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, Q4 2021
Institutional positions in Smartbird, Inc. as of Dec 31, 2021. 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
- 96
- +96 vs. Q3 2021
- Shares held
- 34.9M
- +34.9M vs. Q3 2021
- Total value
- $520.9M
- +$520.9M vs. Q3 2021
- New holders
- 96
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q3 2021: 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, Q4 2021
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 9,032,147 | $130.3M | 0.01% | +9,032,147 | New |
| FMR LLC | 3,730,300 | $56.3M | 0.00% | +3,730,300 | New |
| Jackson Square Partners, LLC | 3,474,144 | $52.4M | 0.44% | +3,474,144 | New |
| Franklin Resources Inc | 2,666,666 | $40.2M | 0.01% | +2,666,666 | New |
| Vanguard Group Inc | 1,711,337 | $25.8M | 0.00% | +1,711,337 | New |
| Pictet Asset Management SA | 1,463,892 | $22.1M | 0.02% | +1,463,892 | New |
| Banque Pictet & Cie SA | 1,220,000 | $18.4M | 0.14% | +1,220,000 | New |
| Capital World Investors | 1,200,000 | $18.1M | 0.00% | +1,200,000 | New |
| Massachusetts Financial Services Co | 1,105,531 | $16.7M | 0.00% | +1,105,531 | New |
| Summit Partners Public Asset Management, LLC | 922,661 | $13.9M | 0.67% | +922,661 | New |
| UBS Group AG | 770,399 | $11.6M | 0.00% | +770,399 | New |
| Citadel Advisors LLC | 648,069 | $9.77M | 0.01% | +648,069 | New |
| Goldman Sachs Group Inc | 629,264 | $9.49M | 0.00% | +629,264 | New |
| SEI Investments Co | 615,363 | $9.28M | 0.02% | +615,363 | New |
| Baillie Gifford & Co | 532,500 | $8.03M | 0.00% | +532,500 | New |
| Bank of America Corp | 461,319 | $6.96M | 0.00% | +461,319 | New |
| Lord, Abbett & Co. LLC | 386,500 | $5.83M | 0.01% | +386,500 | New |
| Norges Bank | 350,000 | $5.28M | 0.00% | +350,000 | New |
| BlackRock Inc. | 307,053 | $4.63M | 0.00% | +307,053 | New |
| Federated Hermes, Inc. | 300,000 | $4.52M | 0.01% | +300,000 | New |
| Lombard Odier Asset Management (Europe) Ltd | 246,707 | $3.72M | 0.17% | +246,707 | New |
| Balyasny Asset Management LLC | 231,277 | $3.49M | 0.01% | +231,277 | New |
| Hood River Capital Management LLC | 200,575 | $3.02M | 0.09% | +200,575 | New |
| AGF Investments America Inc. | 197,222 | $2.97M | 0.57% | +197,222 | New |
| Gilder Gagnon Howe & Co LLC | 193,786 | $2.92M | 0.02% | +193,786 | New |
| Geode Capital Management, LLC | 183,116 | $2.76M | 0.00% | +183,116 | New |
| Agf Investments Inc. | 181,007 | $2.73M | 0.02% | +181,007 | New |
| Alyeska Investment Group, L.P. | 179,407 | $2.71M | 0.03% | +179,407 | New |
| Ghisallo Capital Management LLC | 175,000 | $2.64M | 0.13% | +175,000 | New |
| Rheos Capital Works Inc. | 145,000 | $2.19M | 0.10% | +145,000 | New |
| Bank of Montreal | 134,180 | $2.15M | 0.00% | +134,180 | New |
| Morgan Stanley | 129,231 | $1.95M | 0.00% | +129,231 | New |
| Principal Financial Group Inc | 127,100 | $1.92M | 0.00% | +127,100 | New |
| Squarepoint Ops LLC | 116,000 | $1.75M | 0.01% | +116,000 | New |
| Next Century Growth Investors LLC | 105,144 | $1.58M | 0.14% | +105,144 | New |
| FIL Ltd | 83,403 | $1.26M | 0.00% | +83,403 | New |
| JPMorgan Chase & Co | 74,800 | $1.13M | 0.00% | +74,800 | New |
| Rokos Capital Management LLP | 70,000 | $1.09M | 0.22% | +70,000 | New |
| Needham Investment Management LLC | 55,000 | $829.0K | 0.10% | +55,000 | New |
| Marshall Wace, LLP | 52,827 | $796.0K | 0.00% | +52,827 | New |
| Tudor Investment Corp Et Al | 50,000 | $754.0K | 0.01% | +50,000 | New |
| Deutsche Bank AG | 46,411 | $700.0K | 0.00% | +46,411 | New |
| Laurion Capital Management LP | 36,300 | $547.0K | 0.01% | +36,300 | New |
| Northern Trust Corp | 35,732 | $539.0K | 0.00% | +35,732 | New |
| Davidson Kempner Capital Management LP | 33,000 | $498.0K | 0.01% | +33,000 | New |
| Macquarie Group Ltd | 31,039 | $468.0K | 0.00% | +31,039 | New |
| Cetera Investment Advisers | 30,960 | $467.0K | 0.01% | +30,960 | New |
| Janney Montgomery Scott LLC | 25,548 | $385.0K | 0.00% | +25,548 | New |
| Zimmer Partners, LP | 21,000 | $317.0K | 0.00% | +21,000 | New |
| Cypress Capital Management LLC (WY) | 18,284 | $276.0K | 0.23% | +18,284 | New |
| Virtu Financial LLC | 17,272 | $260.0K | 0.03% | +17,272 | New |
| National Bank of Canada | 17,100 | $258.0K | 0.00% | +17,100 | New |
| Advisor Group Holdings, Inc. | 16,795 | $253.0K | 0.00% | +16,795 | New |
| HighTower Advisors, LLC | 15,553 | $237.0K | 0.00% | +15,553 | New |
| Alliancebernstein L.P. | 13,482 | $203.0K | 0.00% | +13,482 | New |
| Group One Trading, L.P. | 13,237 | $200.0K | 0.00% | +13,237 | New |
| State Street Corp | 12,700 | $192.0K | 0.00% | +12,700 | New |
| Point72 Hong Kong Ltd | 10,763 | $162.0K | 0.01% | +10,763 | New |
| Tower Research Capital LLC (TRC) | 9,107 | $137.0K | 0.00% | +9,107 | New |
| Wells Fargo & Company | 8,775 | $133.0K | 0.00% | +8,775 | New |
| SG3 Management, LLC | 7,500 | $113.0K | 0.01% | +7,500 | New |
| Cubist Systematic Strategies, LLC | 6,519 | $98.0K | 0.00% | +6,519 | New |
| Simplex Trading, LLC | 6,224 | $93.0K | 0.00% | +6,224 | New |
| Koshinski Asset Management, Inc. | 3,421 | $51.6K | 0.00% | +3,421 | New |
| Captrust Financial Advisors | 3,414 | $51.0K | 0.00% | +3,414 | New |
| Royal Bank of Canada | 3,046 | $45.0K | 0.00% | +3,046 | New |
| Pacific Center for Financial Services | 2,553 | $38.0K | 0.02% | +2,553 | New |
| Water Island Capital LLC | 2,000 | $30.0K | 0.00% | +2,000 | New |
| BDO Wealth Advisors, LLC | 2,000 | $30.0K | 0.00% | +2,000 | New |
| Ritter Daniher Financial Advisory, LLC | 2,000 | $30.0K | 0.02% | +2,000 | New |
| CWM, LLC | 1,500 | $23.0K | 0.00% | +1,500 | New |
| American Portfolios Advisors | 1,300 | $19.6K | 0.00% | +1,300 | New |
| Clearstead Advisors, LLC | 1,000 | $15.0K | 0.00% | +1,000 | New |
| Penserra Capital Management LLC | 968 | $14.0K | 0.00% | +968 | New |
| US Bancorp | 808 | $12.0K | 0.00% | +808 | New |
| Laurel Wealth Advisors LLC | 754 | $11.0K | 0.00% | +754 | New |
| FNY Investment Advisers, LLC | 700 | $10.0K | 0.01% | +700 | New |
| Steward Partners Investment Advisory, LLC | 600 | $9.00K | 0.00% | +600 | New |
| Sargent Bickham Lagudis LLC | 500 | $8.00K | 0.00% | +500 | New |
| Whittier Trust Co | 417 | $6.00K | 0.00% | +417 | New |
| Gould Capital, LLC | 400 | $6.00K | 0.00% | +400 | New |
| Heritage Wealth Advisors | 300 | $5.00K | 0.00% | +300 | New |
| Tradition Wealth Management, LLC | 250 | $4.00K | 0.00% | +250 | New |
| Toth Financial Advisory Corp | 230 | $3.00K | 0.00% | +230 | New |
| JFS Wealth Advisors, LLC | 200 | $3.00K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 184 | $3.00K | 0.00% | +184 | New |
| NEXT Financial Group, Inc | 200 | $3.00K | 0.00% | +200 | New |
| Macroview Investment Management LLC | 100 | $2.00K | 0.00% | +100 | New |
| Eagle Bay Advisors LLC | 150 | $2.00K | 0.00% | +150 | New |
| Tilia Fiduciary Partners, Inc. | 130 | $2.00K | 0.00% | +130 | New |
| Ancora Advisors, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Signaturefd, LLC | 75 | $1.00K | 0.00% | +75 | New |
| Asset Dedication, LLC | 50 | $1.00K | 0.00% | +50 | New |
| JJJ Advisors Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Western Pacific Wealth Management, LP | 100 | $1.00K | 0.00% | +100 | New |
| Burleson & Company, LLC | 20 | $0 | 0.00% | +20 | New |