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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, Q1 2022

Institutional positions in Smartbird, Inc. as of Mar 31, 2022. 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
129
+34 vs. Q4 2021
Shares held
41.6M
+6.66M (+19.1%) vs. Q4 2021
Total value
$250.0M
−$270.9M (−52.0%) vs. Q4 2021
New holders
60
35 more added
Sold out
26
16 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 129 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 96 institutionsQ1 2022: 129 institutionsQ2 2022: 149 institutionsQ3 2022: 155 institutionsQ4 2022: 153 institutionsQ1 2023: 126 institutionsQ2 2023: 125 institutionsQ3 2023: 125 institutionsQ4 2023: 111 institutionsQ1 2024: 99 institutionsQ2 2024: 111 institutionsQ3 2024: 50 institutionsQ4 2024: 53 institutionsQ1 2025: 45 institutionsQ2 2025: 43 institutionsQ3 2025: 45 institutionsQ4 2025: 39 institutionsQ1 2026: 38 institutionsQ2 2026: 43 institutions
Value heldQ1 2022: $250.0M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $520.9MQ1 2022: $250.0MQ2 2022: $190.6MQ3 2022: $150.5MQ4 2022: $103.8MQ1 2023: $45.1MQ2 2023: $43.8MQ3 2023: $42.1MQ4 2023: $48.7MQ1 2024: $26.0MQ2 2024: $15.1MQ3 2024: $16.2MQ4 2024: $9.81MQ1 2025: $8.98MQ2 2025: $19.1MQ3 2025: $8.21MQ4 2025: $6.07MQ1 2026: $4.32MQ2 2026: $5.99M
Institutions holding BIRD and their total value by quarter
QuarterHoldersValue
Q2 202643$5.99M
Q1 202638$4.32M
Q4 202539$6.07M
Q3 202545$8.21M
Q2 202543$19.1M
Q1 202545$8.98M
Q4 202453$9.81M
Q3 202450$16.2M
Q2 2024111$15.1M
Q1 202499$26.0M
Q4 2023111$48.7M
Q3 2023125$42.1M
Q2 2023125$43.8M
Q1 2023126$45.1M
Q4 2022153$103.8M
Q3 2022155$150.5M
Q2 2022149$190.6M
Q1 2022129$250.0M
Q4 202196$520.9M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q4 2021.

Institutions holding BIRD in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC5,850,481$35.2M0.00%+2,120,181+56.8%Added
Franklin Resources Inc5,727,562$34.4M0.01%+3,060,896+114.8%Added
Jackson Square Partners, LLC3,977,265$23.9M0.24%+503,121+14.5%Added
Lord, Abbett & Co. LLC2,902,677$17.4M0.05%+2,516,177+651.0%Added
Marshall Wace, LLP2,545,357$15.3M0.03%+2,492,530+4,718.3%Added
Vanguard Group Inc1,704,416$10.2M0.00%−6,921−0.4%Reduced
Bank of America Corp1,581,750$9.51M0.00%+1,120,431+242.9%Added
Pictet Asset Management SA1,468,868$8.83M0.01%+4,976+0.3%Added
Citadel Advisors LLC1,434,311$8.62M0.01%+786,242+121.3%Added
Baillie Gifford & Co1,368,085$8.22M0.01%+835,585+156.9%Added
Capital World Investors1,200,000$7.21M0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.1,116,213$6.71M0.01%+1,116,213New
Millennium Management LLC763,324$4.59M0.01%+763,324New
Balyasny Asset Management LLC663,326$3.99M0.02%+432,049+186.8%Added
SEI Investments Co613,771$3.69M0.01%−1,592−0.3%Reduced
Barclays PLC592,245$3.56M0.00%+592,245New
JPMorgan Chase & Co493,235$2.96M0.00%+418,435+559.4%Added
Hood River Capital Management LLC438,718$2.64M0.09%+238,143+118.7%Added
Two Sigma Investments, LP404,895$2.43M0.01%+404,895New
Granite Investment Partners, LLC396,984$2.39M0.08%+396,984New
Cubist Systematic Strategies, LLC357,159$2.15M0.02%+350,640+5,378.7%Added
Susquehanna International Group, LLP346,081$2.08M0.00%+346,081New
HRT Financial LP290,672$1.75M0.01%+290,672New
BlackRock Inc.257,053$1.54M0.00%−50,000−16.3%Reduced
Soviero Asset Management, LP250,000$1.50M0.38%+250,000New
Norges Bank241,379$1.45M0.00%−108,621−31.0%Reduced
Rockefeller Capital Management L.P.232,598$1.40M0.01%+232,598New
Arnhold LLC218,325$1.31M0.15%+218,325New
AGF Investments America Inc.192,738$1.16M0.21%−4,484−2.3%Reduced
Morgan Stanley191,319$1.15M0.00%+62,088+48.0%Added
Geode Capital Management, LLC188,862$1.14M0.00%+5,746+3.1%Added
Allworth Financial LP186,820$1.12M0.01%+186,820New
FIL Ltd184,558$1.11M0.00%+101,155+121.3%Added
Ghisallo Capital Management LLC175,000$1.05M0.11%00.0%Unchanged
Jane Street Group, LLC156,074$938.0K0.00%+156,074New
Goldman Sachs Group Inc155,209$933.0K0.00%−474,055−75.3%Reduced
Bank of Montreal134,180$866.0K0.00%00.0%Unchanged
Agf Investments Inc.143,423$862.0K0.01%−37,584−20.8%Reduced
Needham Investment Management LLC127,500$767.0K0.11%+72,500+131.8%Added
Squarepoint Ops LLC115,121$692.0K0.01%−879−0.8%Reduced
Twinbeech Capital LP112,169$674.0K0.03%+112,169New
Qube Research & Technologies Ltd107,346$645.0K0.01%+107,346New
ExodusPoint Capital Management, LP94,646$569.0K0.01%+94,646New
Northeast Financial Consultants Inc93,167$560.0K0.03%+93,167New
Hamilton Lane Advisors LLC90,602$545.0K0.12%+90,602New
State Street Corp82,945$498.0K0.00%+70,245+553.1%Added
Jump Financial, LLC80,471$484.0K0.02%+80,471New
UBS Group AG80,199$482.0K0.00%−690,200−89.6%Reduced
Fund Management at Engine No. 1 LLC80,161$482.0K0.12%+80,161New
Allen Investment Management LLC73,708$443.0K0.01%+73,708New
Group One Trading, L.P.63,734$383.0K0.01%+50,497+381.5%Added
Sculptor Capital LP61,700$371.0K0.00%+61,700New
Alliancebernstein L.P.61,423$369.0K0.00%+47,941+355.6%Added
Engineers Gate Manager LP52,659$316.0K0.01%+52,659New
Tudor Investment Corp Et Al50,486$303.0K0.01%+486+1.0%Added
Ergoteles LLC46,000$276.0K0.01%+46,000New
CIBC Private Wealth Group, LLC45,625$274.0K0.00%+45,625New
Northern Trust Corp45,210$272.0K0.00%+9,478+26.5%Added
Blueshift Asset Management, LLC44,389$267.0K0.02%+44,389New
Renaissance Technologies LLC44,217$266.0K0.00%+44,217New
Dynamic Technology Lab Private Ltd41,495$249.0K0.03%+41,495New
Macquarie Group Ltd41,040$247.0K0.00%+10,001+32.2%Added
Stifel Financial Corp37,264$224.0K0.00%+37,264New
PEAK6 Investments LLC35,221$212.0K0.01%+35,221New
Royal Bank of Canada34,984$211.0K0.00%+31,938+1,048.5%Added
Virtu Financial LLC34,242$206.0K0.02%+16,970+98.3%Added
Lombard Odier Asset Management (USA) Corp33,754$203.0K0.04%+33,754New
Wrapmanager Inc31,555$190.0K0.05%+31,555New
Banque Pictet & Cie SA31,400$189.0K0.00%−1,188,600−97.4%Reduced
Envestnet Asset Management Inc30,971$186.0K0.00%+30,971New
National Bank of Canada28,300$170.0K0.00%+11,200+65.5%Added
Asset Management One Co.,Ltd.27,527$165.0K0.00%+27,527New
Advisory Research Inc26,127$157.0K0.01%+26,127New
Price T Rowe Associates Inc23,260$140.0K0.00%−9,008,887−99.7%Reduced
Privium Fund Management B.V.20,000$120.0K0.03%+20,000New
Wesbanco Bank Inc19,311$116.0K0.00%+19,311New
Old Mission Capital LLC17,691$106.0K0.00%+17,691New
Wells Fargo & Company17,375$104.0K0.00%+8,600+98.0%Added
Wolverine Trading, LLC15,438$100.0K0.00%+15,438New
Skylands Capital, LLC16,600$100.0K0.01%+16,600New
Heritage Investors Management Corp16,459$99.0K0.00%+16,459New
Old National Bancorp15,769$95.0K0.00%+15,769New
Dark Forest Capital Management LP15,771$94.0K0.02%+15,771New
HighTower Advisors, LLC15,138$91.0K0.00%−415−2.7%Reduced
Patriot Financial Group Insurance Agency, LLC13,270$80.0K0.01%+13,270New
Walleye Capital LLC13,040$78.0K0.00%+13,040New
Gamco Investors, Inc. Et Al12,500$75.0K0.00%+12,500New
Game Plan Financial Advisors, LLC12,000$72.0K0.04%+12,000New
Quantbot Technologies LP11,625$69.0K0.01%+11,625New
Commonwealth Equity Services, LLC11,255$67.0K0.00%+11,255New
Avalon Investment & Advisory10,500$63.0K0.00%+10,500New
Water Island Capital LLC10,000$60.0K0.00%+8,000+400.0%Added
Kore Private Wealth LLC10,005$60.0K0.01%+10,005New
Simplex Trading, LLC7,397$44.0K0.00%+1,173+18.8%Added
Captrust Financial Advisors6,514$39.0K0.00%+3,100+90.8%Added
FourThought Financial, LLC6,128$37.0K0.00%+6,128New
Cutler Group LP5,227$31.0K0.00%+5,227New
Tower Research Capital LLC (TRC)4,652$28.0K0.00%−4,455−48.9%Reduced
Advisor Group Holdings, Inc.4,072$24.0K0.00%−12,723−75.8%Reduced
BDO Wealth Advisors, LLC2,600$16.0K0.00%+600+30.0%Added