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